Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, open your browser and navigate to the Pabbly Connect homepage by searching for ‘pabbly.com/connect’. Here, you will find options to either sign in or sign up for a free account. Signing up allows new users to explore the software with 300 tasks every month.

If you’re an existing user, simply sign in. Once logged in, you will see the Pabbly apps window, from which you can access Pabbly Connect by clicking on “Access Now”. This action will take you to the Pabbly Connect dashboard where you can create your first workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow. Click on “Create from Scratch” or use the AI workflow builder to start. Enter a prompt describing your workflow, such as “When I get a new detail from Google Sheets, send SMS via Twilio”.

  • Select the trigger as “New or Updated Spreadsheet Row” from Google Sheets.
  • For Twilio, select “Send SMS Message” as the action.
  • Preview the workflow and click “Approve and Create”.

After creating the workflow, you will receive a webhook URL which is essential for connecting your Google Sheets with Pabbly Connect. Copy this URL for the next steps.

3. Setting Up Google Sheets with Pabbly Connect

To link Google Sheets with Pabbly Connect, you need to install the Pabbly Connect Webhooks add-on. Open your Google Sheets, click on “Extensions”, then “Add-ons”, and select “Get Add-ons”. Search for “Pabbly Connect Webhooks” and install it.

Once installed, refresh your Google Sheets. Click on “Extensions” again, select “Pabbly Connect Webhooks”, and choose “Initial Setup”. Here, paste the webhook URL you copied earlier and specify the trigger column, which is the final data column where new data will be added.

4. Testing the Connection with Pabbly Connect

After setting up the initial configuration, it’s crucial to test the connection between Google Sheets and Pabbly Connect. Click on the “Send Test” button to send a test data entry. If successful, you will see a confirmation message indicating that the test data was sent.

Next, enable the “Send on Event” option in the Pabbly Connect Webhooks menu. This setting ensures that whenever a new detail is added to your Google Sheets, it will automatically trigger the workflow in Pabbly Connect and capture the response.

5. Sending SMS via Twilio through Pabbly Connect

Now that the connection is established, you can set up Twilio to send SMS messages. In Pabbly Connect, create a new action step and input your Twilio Account SID and authorization token, which you can find in your Twilio account under “Account Info”.

In the SMS body, customize your message, incorporating dynamic variables such as the customer’s name. Use the mapping feature to automatically pull the name from the previous step’s response. Finally, click “Save and Send Request” to send a test SMS, confirming that the integration works as intended.

  • Use your Twilio phone number as the sender.
  • Map the recipient’s phone number from the Google Sheets data.
  • Click “Save and Send Request” to send the SMS.

Upon successful sending, you will receive a confirmation message, and your SMS will be delivered to the specified number, completing the automation process.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate SMS sending from Google Sheets to Twilio. By following these steps, you can efficiently manage bulk SMS communications with your customers.