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Automate SMS Sending using Pabbly Connect & Twilio | Step-by-Step Tutorial

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Automation

To start automating SMS sending, access Pabbly Connect by visiting pabby.com/connect in your browser. This platform is essential for integrating SMS services with your form submissions.

Once on the Pabbly Connect homepage, you will see options to either sign in or sign up for a free account. If you’re a new user, click on “Sign Up Free” to receive 300 tasks every month. Existing users can simply sign in to proceed.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard to create a new workflow. Click on the “Create from Scratch” option to begin setting up your automation.

Select the trigger as “New Entry” from Typeform.
For the action event, choose “Send SMS Message” in Twilio.
Click “Approve and Create” to finalize your workflow.

This setup allows Pabbly Connect to trigger an SMS whenever a new form submission is made. With the workflow established, you can now proceed to configure the trigger settings.

3. Setting Up the Trigger from Typeform

To connect your Typeform to Pabbly Connect, select “Connect with Typeform”. This prompts you to grant access to your Typeform account for seamless integration.

After access is granted, select the specific form you wish to use, such as “Contact Us”. Ensure the response format is set to “Simple” for better organization.

Click on “Save and Send Test Request” to initiate a test submission.
Make a test submission using dummy details in your Typeform.

Once the test submission is successful, you will receive a confirmation in Pabbly Connect, indicating that the trigger is set up correctly.

4. Configuring Twilio for SMS Sending

Next, you need to set up Twilio within Pabbly Connect. This involves entering your Twilio Account SID and Authorization Token, which can be found in your Twilio account dashboard.

After entering these details, you will also need to specify the body of the SMS. For example, you might write: “Hi {{name}}, thank you for your inquiry. Our team will contact you shortly.” Here, you can map the lead’s name dynamically from the previous steps.

Enter your Twilio phone number as the sender number.
Map the lead’s phone number to ensure the SMS is sent correctly.

Once all details are filled, click on “Save and Send Request” to finalize the SMS setup. You should receive a successful response confirming that the SMS was sent.

5. Conclusion: Automate SMS with Pabbly Connect

In this tutorial, we explored how to automate SMS sending using Pabbly Connect and Twilio. By following the steps outlined, you can easily set up an automated workflow that enhances your lead engagement.

With Pabbly Connect, integrating various applications like Typeform and Twilio becomes seamless, allowing you to focus on growing your business. Start automating today and improve your customer communication effortlessly.