Send Automatic SMS to New Leads | Step-by-Step Tutorial

Learn how to send automated SMS to new leads using Pabbly Connect in this detailed tutorial. Follow our step-by-step guide to set up your automation seamlessly.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Your Automation

To get started with sending automatic SMS to new leads, you need to access Pabbly Connect. First, open your browser and visit Pabbly.com/connect. If you’re a new user, click on ‘Sign up for free’ to create an account.

Once logged in, you can explore the features of Pabbly Connect. You will receive 100 free tasks each month, allowing you to send up to 100 SMS messages to your leads without any cost. This is a great way to test the automation capabilities of Pabbly Connect.

2. Setting Up the Trigger in Pabbly Connect

After logging into Pabbly Connect, navigate to the workflow builder. This is where you will define the trigger that initiates your SMS sending process. Click on the ‘Add Trigger’ button and search for Google Ads.

• Select ‘New Lead Form Entry’ as the event.
• Connect Google Ads to Pabbly Connect by clicking on ‘Connect’.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Google Ads campaign and ensure that you have a lead form set up. Paste the copied webhook URL in the lead delivery section. Once done, click on ‘Send Test Data’ to confirm that Pabbly Connect has captured the lead information correctly.

3. Capturing Lead Information for SMS

Now that you have set up the trigger, Pabbly Connect will capture the details of the new lead. You will see fields like first name, last name, email, phone number, and company name populated in your workflow.

If you want to test with real leads, ensure your Google Ads campaign is live. However, for demonstration purposes, you can use the test lead data that Pabbly Connect has captured. This will allow you to proceed with setting up the SMS automation.

4. Sending SMS Using Pabbly Connect and Twilio

To send an SMS, click on ‘Add New Action Step’ and search for Twilio. Choose ‘Send SMS Message’ as the action event and click ‘Connect’. If you have previously connected Twilio to Pabbly Connect, select the existing connection. If not, create a new connection using your Twilio Account SID and Authorization Token.

• Enter your Twilio Account SID and Authorization Token.
• Map the lead’s phone number to the recipient field.
• Craft your SMS message, including a welcome note and any promotional codes.

Once you have filled in all the necessary details, click on ‘Save and Send Test Request’. This action will send a test SMS to the mapped phone number, allowing you to verify that everything is working correctly.

5. Verifying SMS Delivery and Finalizing Automation

After sending the test request, you should receive a confirmation that the SMS was sent successfully. If you are using a trial account, the message will indicate it is sent from your Twilio trial account. However, if you have a paid account, the message will appear without the trial notification.

With this setup, every time a new lead is captured through Google Ads, Pabbly Connect will automatically send an SMS to that lead. You don’t need to manually trigger the SMS; it happens automatically in the background, streamlining your lead engagement process.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send automatic SMS to new leads captured through Google Ads. By following these steps, you can enhance your lead engagement strategy and ensure timely communication with potential customers.