SMS Automation Made Easy for Beginners

Learn how to automate SMS sending with Pabbly Connect. Follow this detailed tutorial to integrate Lindin with SMS Automation for your business. 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. Accessing Pabbly Connect for SMS Automation

To start automating SMS sending, you first need to access Pabbly Connect. Simply search for Pabbly.com/connect in your browser to reach the home page. Here, you will see options to sign in or sign up for free.

If you are new to Pabbly, click on the ‘Sign Up Free’ button. This allows you to explore the software with 100 free tasks every month. Existing users can sign in directly to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button to initiate the process. A dialog box will appear asking for the workflow name and folder selection.

• Enter a name for your workflow, such as ‘SMS Automation Made Easy for Beginners’.
• Select the folder where you want to save this workflow.

After naming your workflow, click on the ‘Create’ button. This sets up the framework for your SMS automation process.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. Since you’ll be receiving leads through Lindin ads, select Lindin as your trigger application. Choose the event as ‘Lead Notifications’ to proceed.

Click on ‘Connect’ to build a new connection. If your Lindin account is already connected, you can select the existing connection. Otherwise, you will need to enter your account credentials to authorize the connection.

4. Configuring the Action to Send SMS via Twilio

After setting up the trigger, you will configure the action to send SMS using Twilio in Pabbly Connect. Select Twilio as your action application and choose the event ‘Send SMS Message’.

• Connect to Twilio by entering your Account SID and Auth Token.
• Map the sender number to your Twilio phone number and the recipient number to the lead’s phone number.
• Compose your SMS body, including personalized elements like the lead’s first name.

Once all details are entered, click on the ‘Save and Send Test Request’ button to ensure everything is functioning correctly.

5. Testing Your SMS Automation Workflow

To confirm that your SMS automation is working, you need to perform a test submission. This involves generating a test lead in your Lindin ads account. After submitting the test lead, check Pabbly Connect for a successful response indicating that the lead details were received.

If successful, you should receive the SMS on your designated phone number confirming the setup. This shows that the entire process from lead generation to SMS sending via Pabbly Connect is functioning as intended.

Conclusion

In this tutorial, we explored how to automate SMS sending using Pabbly Connect by integrating Lindin with Twilio. Following these steps will help you streamline your communication with leads and enhance your engagement strategies.