How to Send SMS Reminders to CRM Customers for Scheduled Google Calendar Meetings Using Pabbly Connect

Learn how to send SMS reminders to your CRM customers for scheduled Google Calendar meetings using Pabbly Connect step-by-step. Follow our detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending SMS reminders to your CRM customers for scheduled Google Calendar meetings, first, you need to access Pabbly Connect. Visit the Pabbly Connect website and sign up for an account if you haven’t done so already.

Once logged in, you will be directed to the dashboard where you can create automation workflows. This platform is essential for integrating various applications like Google Calendar and Zoho CRM to send SMS reminders seamlessly.

2. Creating an Automation in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to begin setting up your automation. This is where you will connect Google Calendar and Zoho CRM for sending SMS reminders.

• Select Google Calendar as your trigger application.
• Choose the event type as ‘New Event Created’.
• Authenticate your Google account by providing necessary permissions.

After setting the trigger, you will need to specify the calendar from which events will be pulled. This automation will ensure that every time an event is created, the system is ready to send out SMS reminders.

3. Setting Up Zoho CRM in Pabbly Connect

Next, configure the Zoho CRM application within Pabbly Connect. Click on ‘Add Action Step’ and select Zoho CRM as the application for your action.

Here are the steps to follow:

• Choose the action event as ‘Create/Update Contact’.
• Authenticate your Zoho CRM account by logging in and granting access.
• Map the fields from Google Calendar to Zoho CRM, such as name and phone number.

This integration allows you to manage customer contacts effectively while ensuring they receive timely reminders about their scheduled meetings.

4. Sending SMS Reminders to Customers

Once your contacts are updated in Zoho CRM, it’s time to set up the SMS sending feature. In Pabbly Connect, add another action step and select your SMS service provider.

Follow these steps to complete the SMS setup:

Choose the action event as ‘Send SMS’. Authenticate your SMS service account. Compose the SMS message, including meeting details.

With this setup, every time a meeting is scheduled, an SMS reminder will automatically be sent to the respective customers, ensuring they don’t miss important appointments.

5. Testing Your Integration

Finally, it’s crucial to test your entire setup in Pabbly Connect. Trigger a test event in Google Calendar to ensure that the SMS reminder is sent correctly to the intended recipients.

Make sure to check the SMS logs in your SMS service provider’s dashboard to confirm successful delivery. Testing ensures that your automation works flawlessly before going live.

Conclusion

By following this tutorial, you can efficiently send SMS reminders to your CRM customers for scheduled Google Calendar meetings using Pabbly Connect. This automation not only saves time but also enhances customer engagement by ensuring they are reminded of important meetings.