Let’s explore how you can integrate MS Excel with Twilio and automatically send customized template SMS to users via Twilio upon entering their data in MS Excel.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will link MS Excel with Pabbly Connect to capture the data, link Pabbly Connect with Twilio, compose a template message, and send that SMS to the users.
Steps to Automatically Send SMS via Twilio using MS Excel Data
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Microsoft Excel and Pabbly Connect
3. Setup Twilio as the Action App to Send SMS
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between Microsoft Excel and Pabbly Connect
We will now look at the steps to establish a link between Microsoft Excel and Pabbly Connect. This will help us to fetch the data from MS Excel.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Microsoft Excel.
Choose ‘Microsoft Excel’ as the Trigger App, select ‘New Row in Worksheet’ as an Action Event, and click on ‘Connect’.
B. Connect MS Excel Account
To connect with your MS Excel account, select ‘Add New Connection’ and click on connect with ‘Microsoft Excel’. Also, grant the authorization.
Select the Workbook and Worksheet, in which you enter the data, and click on ‘Save & Send Test Request’.
Switch back to Pabbly Connect, expand Response Received, and the data you entered must be visible, thus confirming our established connection.
We have established a link between Microsoft Excel and Pabbly Connect. Pabbly Connect will now automatically capture the data entered in Excel.
Step 3:- Setup Twilio as the Action App to Send SMS
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to use the data captured from MS Excel to send customized SMS through Twilio. Thus, Twilio will be our Action App.
A. Action App
Choose ‘Twilio’ as the Action App, select ‘Send SMS Message’ as an Action Event, and click on ‘Connect’.
B. Connect Twilio Account
To connect your Twilio account, select ‘Add New Connection’, and go to the Twilio account dashboard to find the Account SID and Authorization Token.
Copy both Account SID and Authorization Token
Paste them in their respective fields, and click on ‘Save’.
C. Compose an SMS
You can write a static message or include variables in your message by mapping the details from above. These variables will be dynamic and change according to the data entered in the Excel sheet.
Compose an SMS by mapping the details from the step above.
Copy your Twilio phone number from the Twilio dashboard, and paste it as Sender Number.
Map the Recipient Number from above, and click on ‘Save & Send Test Request’
The moment you click on Save & Send Test Request, an SMS will be sent to on recipient’s mobile number.
Our automation is complete. We have successfully integrated MS Excel with Twilio. Now the users whose data you enter in MS Excel will automatically receive an SMS on their mobile number.
You can copy this entire workflow by clicking this link.
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