How to Send New Year Wishes to Customers via SMS Automatically Using Pabbly Connect

Learn how to automate sending New Year SMS wishes to customers using Pabbly Connect with Google Sheets and Twilio. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send New Year wishes to your customers via SMS automatically, you first need to access Pabbly Connect. Visit the Pabbly Connect website and log into your account. If you’re a new user, you can sign up for free and benefit from 100 free tasks each month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create your automation workflow that integrates Google Sheets with Twilio for sending SMS. This process is crucial for maintaining customer relationships and enhancing engagement.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow: ‘Send New Year Wishes to Customers Via SMS Automatically’.
• Select a folder to save your workflow; for example, choose ‘SMS Automations’.

After entering the workflow name and selecting the folder, click the ‘Create’ button. This action will set up the workflow environment where you can define your trigger and action steps.

3. Setting Up Google Sheets as a Trigger

In your newly created workflow in Pabbly Connect, you’ll need to set Google Sheets as the trigger application. This step ensures that every time a new customer is added to your Google Sheets, the automation will activate.

Select ‘Google Sheets’ as your trigger application and choose the event as ‘New or Updated Spreadsheet Row’. This selection captures any new data entry or updates made in your spreadsheet.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Sheets and navigate to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Webhooks’ and install it if you haven’t already.

After installation, refresh your Google Sheets to see the new option for Pabbly Webhooks. Use this to set up the connection by pasting the webhook URL and specifying the trigger column where new data will be added.

4. Setting Up Twilio for SMS Sending

Once the trigger setup is complete, the next step in Pabbly Connect is to set up Twilio as the action application for sending SMS. Select Twilio and choose the action event as ‘Send SMS’.

You will need to connect your Twilio account by entering your Account SID and Auth Token, which can be found on your Twilio dashboard. After successful connection, you can define the SMS content.

Compose your SMS message, for example: ‘Happy New Year {Customer Name}!’. Map the customer name from the Google Sheets data into the SMS body. Specify the sender’s number from your Twilio account.

After completing these fields, click the ‘Send Test Request’ button to ensure everything is working correctly. If the test is successful, you will receive an SMS on your mobile device.

5. Sending SMS Wishes to All Customers

After successfully setting up the workflow in Pabbly Connect, you can send New Year wishes to all customers listed in your Google Sheets. To do this, go back to the Google Sheets and select ‘Send All Data’ from the Pabbly Webhooks menu.

This action will trigger the SMS sending process for all customer records in your spreadsheet. Ensure that you have accurately mapped all the required fields, including the customer name and mobile number, to send personalized messages.

Once you click ‘Send All Data’, Pabbly Connect will automatically send SMS messages to all customers, ensuring that they receive your New Year wishes without any manual effort.

Conclusion

By using Pabbly Connect, you can automate the process of sending New Year wishes to your customers via SMS effortlessly. This integration with Google Sheets and Twilio not only saves time but also enhances customer engagement. Start automating your customer communications today!