How to Send Welcome SMS to New Customers Automatically Using Pabbly Connect

Learn how to send welcome SMS to new customers automatically using Pabbly Connect. Follow our step-by-step guide for seamless integration with Facebook and Twilio. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send welcome SMS to new customers automatically, you first need to access Pabbly Connect. Start by signing up or logging into your existing account at Pabbly.com/connect. Once you’re in, you’ll reach the dashboard where all automation processes can be managed efficiently.

After accessing Pabbly Connect, click on the blue button labeled ‘Create Workflow’. Here, name your automation workflow, for example, ‘Send Automatic Welcome SMS to New Customers’. This sets the stage for the integration process.

2. Setting Up Facebook Lead Ads with Pabbly Connect

In this step, you will set up Facebook Lead Ads as the trigger point for your automation using Pabbly Connect. Select ‘Facebook Lead Ads’ as your application in the trigger box. Choose the trigger event as ‘New Lead’ to capture incoming leads automatically.

• Select the Facebook page where your ads are running.
• Choose the lead generation form you have created.
• Click on ‘Save and Send Test Request’ to ensure the connection is successful.

This integration will allow Pabbly Connect to capture new lead data from Facebook, which will be sent to your Google Sheets and used to send SMS notifications.

3. Integrating Google Sheets with Pabbly Connect

Next, you will integrate Google Sheets to store the captured lead information. In the action step of Pabbly Connect, select ‘Google Sheets’ and choose the action event as ‘Add Row’. This will help in storing each new lead’s details in your designated spreadsheet.

Connect to your Google account and select the spreadsheet where you want to store the leads. Map the fields from Facebook Lead Ads to the corresponding columns in your Google Sheet, such as Name, Email, and Phone Number. This ensures that all relevant information is correctly logged.

4. Sending SMS via Twilio with Pabbly Connect

Now that the lead data is captured in Google Sheets, it’s time to send a welcome SMS using Twilio. In the action step of your workflow, select ‘Twilio’ and choose the action event as ‘Send SMS’. This is where Pabbly Connect plays a crucial role in automating the SMS sending process.

Connect your Twilio account by providing the necessary SID, Auth Token, and Sender Number. In the message body, compose a personalized welcome message. Use the mapped name from the previous steps to greet the new customer personally.

• Ensure the recipient’s phone number is formatted correctly.
• Click on ‘Save and Send Test Request’ to send a test SMS.

By following these steps, Pabbly Connect enables you to send automated SMS notifications to new customers seamlessly.

5. Verifying the Automation in Pabbly Connect

Finally, verify that your automation works as intended. Test the entire workflow by creating a new lead in your Facebook Lead Ads form. After submission, check your Google Sheets to see if the entry appears and confirm that the welcome SMS was received.

If everything functions correctly, your automation is set! You can now relax as Pabbly Connect will handle sending welcome SMS to all new customers automatically, saving you time and effort.

Conclusion

In this tutorial, you learned how to send welcome SMS to new customers automatically using Pabbly Connect. By integrating Facebook Lead Ads, Google Sheets, and Twilio, you can streamline your customer onboarding process effectively. Automate your workflows today to enhance customer engagement and satisfaction.