How to Send Twilio SMS for New Zoho Forms Submissions Using Pabbly Connect

Learn how to automate sending Twilio SMS messages for new Zoho Forms submissions using Pabbly Connect in this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoho Forms and Twilio Integration

To send Twilio SMS messages for new Zoho Forms submissions, first, you need to access Pabbly Connect. This platform enables seamless automation between applications like Zoho Forms and Twilio.

Start by visiting the Pabbly Connect website. If you don’t have an account, click on ‘Sign Up for Free’; otherwise, log in using your credentials. Once logged in, select the option to create a new workflow, which will guide you through the integration process.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send SMS from Twilio for Submission in Zoho Forms’. This will help you identify the workflow later.

Once created, you will see two sections: Trigger and Action. The trigger represents the event that starts the workflow, while the action is what happens in response. For this integration, select Zoho Forms as the trigger application and choose the event ‘New Form Submitted’.

3. Configuring Zoho Forms for Pabbly Connect

To link Zoho Forms to Pabbly Connect, you will receive a webhook URL. This URL is essential for capturing form submissions. Open your Zoho Forms account in a new tab and navigate to the form you want to integrate.

Click on ‘Edit’, then select the ‘Integrations’ tab. Scroll down to find the ‘Webhooks’ section and click on ‘Configure Webhooks’. Here, paste the webhook URL you copied from Pabbly Connect. Set the content type to ‘application/json’ and save the changes.

• Log into your Zoho Forms account.
• Edit the desired form and navigate to Integrations.
• Paste the webhook URL and set the content type.

Now, fill out the form to test if Pabbly Connect captures the submission correctly. After submitting, return to Pabbly Connect to see if the data has been received.

4. Setting Up Twilio SMS Action in Pabbly Connect

With the data captured from Zoho Forms, the next step is to configure Twilio as the action application in Pabbly Connect. Select Twilio from the action options and choose the event ‘Send SMS Message’.

To connect your Twilio account, you will need to enter your Account SID and Auth Token, which can be found on your Twilio dashboard. Once connected, you can set up the SMS message details, including the sender’s number and the recipient’s number, which is the phone number captured from the Zoho Forms submission.

• Select Twilio as the action application.
• Enter your Twilio Account SID and Auth Token.
• Set the SMS body and recipient number using the mapped data.

Once everything is set, click on ‘Save and Send Test Request’ to verify that the SMS is sent successfully. You should see a confirmation message indicating that the SMS has been dispatched.

5. Testing the Integration and Finalizing the Workflow

After setting up the SMS action in Pabbly Connect, it’s crucial to test the entire workflow. Fill out the Zoho Form again to ensure that the SMS is sent correctly upon submission. Check your Twilio account to confirm the SMS was received.

If everything works smoothly, you can finalize your workflow in Pabbly Connect. This integration allows you to automatically send confirmation SMS messages for every new submission received through your Zoho Forms.

In summary, the integration between Zoho Forms and Twilio through Pabbly Connect streamlines the process of sending SMS notifications, enhancing user engagement and response times.

Conclusion

This tutorial demonstrates how to send Twilio SMS messages automatically for new Zoho Forms submissions using Pabbly Connect. By following the steps outlined, you can create efficient workflows that enhance communication and automate tasks seamlessly.