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Send SMS Alerts for Gravity Forms Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating SMS notifications, first access Pabbly Connect by visiting pabby.com/connect. This platform allows you to seamlessly integrate various applications, including Gravity Forms and Twilio.

If you are a new user, you can sign up for free. Upon signing up, you will receive 100 free tasks every month, which you can use to test your integrations without any cost.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the “Create Workflow” option. Select the “Create Using Quick Builder” feature, which utilizes AI to help you set up your workflow efficiently.

Enter your request to send SMS alerts for Gravity Form submissions.
Approve and create the workflow.
Build the connections as instructed by the platform.

This will set up the initial connection between Gravity Forms and Twilio, allowing you to send SMS notifications as soon as a form submission occurs.

3. Setting Up Gravity Forms with Pabbly Connect

To connect Gravity Forms with Pabbly Connect, you need to generate a webhook URL. This URL will facilitate the data transfer between Gravity Forms and Pabbly Connect.

Open your Gravity Forms settings and navigate to the Webhook section. Ensure that the Gravity Forms Webhook Add-On is activated in your plugins. Then, click on “Add New” to create a new webhook.

Name the webhook as “New Form Submission”.
Paste the webhook URL from Pabbly Connect.
Set the method to POST and the format to JSON.

After saving the webhook, test the connection by submitting a new form entry. This will confirm that Gravity Forms is successfully linked to Pabbly Connect.

4. Configuring Twilio for SMS Notifications

Next, configure Twilio within Pabbly Connect to send SMS notifications. Click on the “Connect” button and select “Add New Connection”. You will need to provide your Twilio Account SID and Authentication Token, which can be found in your Twilio console.

After entering the necessary credentials, you can specify the body of the SMS you want to send. Map the fields from the Gravity Forms submission to personalize the message.

Use dynamic data mapping to personalize the message.
Specify the sender’s phone number from your Twilio account.
Map the recipient’s phone number from the form submission.

Once everything is set up, click on the “Save and Send Test Request” button to verify that the SMS is sent successfully. This confirms that the integration between Gravity Forms, Twilio, and Pabbly Connect is functioning properly.

Conclusion

By following this tutorial, you can successfully integrate Gravity Forms with Twilio using Pabbly Connect to automate SMS notifications for form submissions. This setup enhances your communication with leads and improves engagement.