Watch Step By Step Video Tutorial Below





1. Setting Up Pabbly Connect for SMS Automation

To start automating SMS sending, you need to access Pabbly Connect. Begin by visiting pabbly.com/connect to reach the workflow page. Here, you can sign up for a free account or log in if you are already a user.

Once logged in, you will have access to 100 free tasks monthly, allowing you to explore the features of Pabbly Connect. After signing up, navigate to your workflow page to begin creating the automation.

2. Connecting Google Sheets to Pabbly Connect

Now, let’s initiate the integration by selecting Google Sheets as the trigger application in Pabbly Connect. This will allow your workflow to start when a new entry is made in your Google Sheet.

  • Select Google Sheets as the trigger application.
  • Choose the event as “New or Updated Spreadsheet Row”.
  • Copy the generated webhook URL for integration.

After copying the webhook URL, you will need to set it up in your Google Sheet. This URL acts as a bridge between Google Sheets and Pabbly Connect, allowing data to flow seamlessly.

3. Configuring Google Sheets Webhooks with Pabbly Connect

In your Google Sheet, navigate to the Extensions menu, select Add-ons, and then Get Add-ons. Search for the “Pabbly Connect Webhooks” add-on and install it if you haven’t already.

After installation, go back to Extensions, select Pabbly Connect Webhooks, and choose Initial Setup. Paste the webhook URL you copied earlier, and set the trigger column to the last data column of your sheet, which is typically column E.

  • Paste the copied webhook URL.
  • Set the trigger column to E.
  • Submit the setup to confirm the configuration.

Once submitted, send a test entry to verify that the connection is working correctly. This step ensures that Pabbly Connect is receiving data from your Google Sheet.

4. Sending SMS Using Twilio via Pabbly Connect

Next, we will integrate Twilio to send SMS messages. In Pabbly Connect, select Twilio as the application to send SMS. Choose the event “Send SMS Message” to set up the action.

To build the connection, you will need your Twilio Account SID and Authorization Token. Access your Twilio account to find these credentials and enter them into Pabbly Connect.

  • Enter your Twilio Account SID.
  • Input your Authorization Token.
  • Specify the SMS body using mapped fields from Google Sheets.

Utilize the mapping feature in Pabbly Connect to insert dynamic data, such as the user’s name and product of interest, into the SMS body. This allows for personalized messages to be sent automatically.

5. Finalizing the Automation in Pabbly Connect

After configuring the SMS message, enter the sender’s number from your Twilio account. For the recipient number, use the phone number from the Google Sheet entry.

Click on “Save and Send Test Request” to verify that the SMS is sent successfully. You should receive a confirmation message indicating that the SMS was sent. This demonstrates that the integration works as intended.

Once everything is set up, every new entry in your Google Sheet will automatically trigger an SMS to be sent through Twilio, thanks to Pabbly Connect. This automation saves time and ensures timely communication with leads.

Conclusion

By following this guide, you can effectively use Pabbly Connect to automate SMS sending through Twilio whenever a new entry is added to Google Sheets. This process streamlines your communication and enhances efficiency in managing leads.