How to Send SMS Messages for New Salesforce Contacts Using Pabbly Connect

Learn how to automate SMS messages for new Salesforce contacts using Pabbly Connect and Twilio in this detailed step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send SMS messages for new Salesforce contacts, you first need to access Pabbly Connect. Start by visiting the Pabbly website and click on the ‘Sign Up for Free’ button if you don’t have an account. If you already have an account, simply click on ‘Sign In’.

Once logged in, navigate to the dashboard and select Pabbly Connect from the list of applications. This platform will facilitate the integration between Salesforce and Twilio, allowing you to automate SMS notifications for new contacts.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it something descriptive, such as ‘Send Twilio SMS for New Salesforce Contacts’. This name will help you identify the workflow later on.

• Click on the ‘Create’ button to initiate the workflow.
• You will see two boxes: one for Trigger and one for Action.

Set the Trigger application to Salesforce, as this will initiate the workflow whenever a new contact is added. Click on ‘Connect’ to link your Salesforce account with Pabbly Connect, ensuring you allow access when prompted.

3. Setting Up Salesforce Trigger

Once the Salesforce account is connected, you need to define the trigger event. Select ‘New Contact’ as the trigger event in Pabbly Connect. This means that every time a new contact is created in Salesforce, the workflow will be activated.

After setting the trigger, click on ‘Save and Test Request’. You must then create a new contact in Salesforce to test the trigger. Go to your Salesforce account, click on ‘Contacts’, and then ‘New’. Fill in the required fields, such as name, phone number, and email address, and save the contact.

4. Configuring Twilio Action in Pabbly Connect

With a new contact created, return to Pabbly Connect to set up the Action application. Select Twilio and choose the action event as ‘Send SMS Message’. This will allow you to send an SMS to the newly created contact.

• Connect your Twilio account by entering your Account SID and Authorization Token.
• Map the sender number and recipient number, ensuring you use the phone number from the Salesforce contact.

After configuring these settings, click on ‘Save and Send Test Request’. This will send a test SMS to the contact you just created. You should see a confirmation message indicating that the SMS was sent successfully.

5. Conclusion: Automate SMS Notifications with Pabbly Connect

In this tutorial, we demonstrated how to use Pabbly Connect to send SMS messages for new Salesforce contacts via Twilio. By automating this process, you can ensure timely communication with your contacts without manual intervention.

Utilizing Pabbly Connect for integration not only saves time but also enhances your workflow efficiency. Now, every time a new contact is added to Salesforce, they will automatically receive an SMS notification, streamlining your communication process.