How to Send SMS Whenever a New Lead is Created in Kartra Using Pabbly Connect

Learn how to send SMS notifications for new leads created in Kartra using Pabbly Connect. Follow this detailed guide for seamless integration with Twilio. 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. Setting Up Pabbly Connect for SMS Notifications

To send SMS whenever a new lead is created in Kartra, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect website and create a free account by clicking on the ‘Sign Up Free’ button. This platform allows you to automate tasks without any coding skills.

Once you have signed up, log in to your Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button. You can name your workflow something like ‘Send SMS to Kartra Leads’ and then click on the ‘Create’ button to proceed.

2. Integrating Kartra with Pabbly Connect

Next, you will integrate Kartra as the trigger application in Pabbly Connect. In the workflow, search for and select Kartra as the trigger application. The trigger event will be when a new lead fills an opt-in form. This specific event will initiate the automation.

• Select ‘Lead Fills an Opt-in Form’ as the trigger event.
• Copy the provided webhook URL to connect with your Kartra account.
• Follow the instructions to set up the connection in Kartra.

After copying the webhook URL, go to your Kartra dashboard. Under ‘My Integrations’, find the API tab and activate the outbound API. Paste the webhook URL in the designated field and select the event ‘Lead Fills Form’ to notify Pabbly Connect whenever a new lead is created.

3. Testing the Kartra Integration with Pabbly Connect

With the integration set up, it’s time to test it. Fill out the opt-in form you created in Kartra with a dummy lead’s information. After submission, return to Pabbly Connect to check if the lead data has been captured in the response section of your workflow.

Ensure that the lead’s name, email, and phone number appear correctly in the captured data. This confirmation indicates that Pabbly Connect is successfully receiving data from Kartra. Now you can proceed to set up the action step which involves sending an SMS via Twilio.

4. Sending SMS Using Twilio Through Pabbly Connect

Now, select Twilio as the action application in your Pabbly Connect workflow. For the action event, choose ‘Send SMS Message’. If you are connecting Twilio for the first time, select ‘Add New Connection’ and provide the necessary account SID and authentication token from your Twilio console. using Pabbly Connect

• Map the recipient’s phone number from the lead data captured earlier.
• Craft a message that includes a personalized greeting for the lead.
• Use the mapped name to personalize the SMS content.

After filling in the SMS details, click on ‘Save and Send Test Request’ to send a test SMS. This will help you verify that everything is working correctly. Check the recipient’s phone to see if the SMS was received as expected.

5. Finalizing the Integration in Pabbly Connect

Once you have successfully tested the SMS functionality, finalize your integration setup in Pabbly Connect. Ensure that the sender’s number is correctly mapped from your Twilio account. You only need to set up this automation once, and it will run in the background for all future leads.

Every time a new lead is created in Kartra, the SMS will automatically be sent to the lead’s phone number without any manual intervention. This seamless integration enhances your communication strategy and ensures timely engagement with your leads.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send SMS notifications whenever a new lead is created in Kartra. By integrating Kartra with Twilio through Pabbly Connect, you can automate your lead communication effectively. This setup not only saves time but also enhances your marketing efforts.