SMS Automation for Marketing Agencies | Lead Follow-Up System

Learn how to set up SMS automation for marketing agencies using Pabbly Connect, integrating Google Ads and Twilio for effective lead follow-up. 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. Setting Up Pabbly Connect for SMS Automation

To begin your SMS automation journey, you first need to access Pabbly Connect. If you’re a new user, visit pabbl.com/connect and click on the ‘Sign Up for Free’ option. You will receive 100 free SMS every month to explore the capabilities of Pabbly Connect.

For existing users, simply log in to your Pabbly Connect account and open the workflow builder. This is where you’ll create the automation for sending SMS messages to your leads generated from Google Ads.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the workflow builder. Click on the ‘Add Trigger’ button to start your automation process. Search for ‘Google Ads’ and select it as your trigger application.

• Choose the event as ‘New Lead Form Entry’.
• Click on the ‘Connect’ button to establish a connection.
• Copy the provided webhook URL for the next steps.

After copying the webhook URL, you need to create a Google Ads campaign that includes a lead form. Ensure that the form collects essential details such as name, email, phone number, and company name. This integration between Google Ads and Pabbly Connect will allow you to capture lead information automatically.

3. Connecting Google Ads to Pabbly Connect

To connect your Google Ads lead form to Pabbly Connect, go to the lead delivery section in your Google Ads campaign. Paste the copied webhook URL and enter your unique key. Click on ‘Send Test Data’ to ensure the connection is successful.

Once the test data is sent, return to Pabbly Connect to verify that the webhook response has been captured. This response indicates that your Google Ads lead form is successfully linked to Pabbly Connect.

4. Setting Up SMS Sending Action with Twilio

Now, you need to set up the action step for sending SMS messages. Click on the ‘Add New Action Step’ and search for ‘Twilio’ as your action application. Select the event as ‘Send SMS Message’ and click on ‘Connect’.

• If you haven’t connected Twilio yet, select ‘Add a New Connection’.
• Enter your Twilio Account SID and Authorization Token.
• Click ‘Save’ to establish the connection.

After connecting Twilio to Pabbly Connect, you can compose your SMS message. Personalize it by mapping the lead’s name dynamically so that each lead receives a tailored message. Enter the sender’s number from your Twilio account and map the recipient’s number from the previous step.

5. Testing the SMS Automation

Once all configurations are done, it’s time to test your SMS automation. Click on ‘Save and Send Test Request’ in Pabbly Connect. If everything is set up correctly, you will receive a confirmation that the SMS has been sent successfully.

Check your phone to see the SMS message received, confirming that the automation works as intended. This process can greatly enhance your marketing agency’s efficiency by ensuring timely follow-ups with leads.

Conclusion

In conclusion, setting up SMS automation for marketing agencies using Pabbly Connect is a straightforward process that integrates Google Ads and Twilio. This automation allows agencies to efficiently follow up with leads, enhancing customer engagement and conversion rates.