Send Birthday Wishes on SMS from CRM
Status: Closed · Asked by areamarketer on · 0 views
Hi everyone, I hope you can help me.
I wish I could create a workflow like this:
youtube.com/watch?v=NpzBuw1CdZk:434
Instead of starting from a list of Google Sheets, I would like to take the data directly from my Crm.
The CRM configuration was created successfully. All data comes to Pabbly through a Webhook.
What I wish I could do is send a happy birthday text at 9:00 every time Pabbly matches the customers' date of birth.
Again, the data comes to Pabbly. I can't schedule the birthday message at a specific time.
Can I ask you if you can give me a hand to better understand where the problem lies?
I share the workflow with you.
https://connect.pabbly.com/workflow/share/D0dZa1UeBS0ETgR-BEcAKFtMV0RSGAJUUDdTQQ##
Thank you so much for your precious cooperation.
Best regards,
Andrea Scano
Hey @areamarketer
What I wish I could do is send a happy birthday text at 9:00 every time Pabbly matches the customers' date of birth.
You can use the Delay Until action step for your work, to schedule the time to send messages.
Thank you!
Best regards
Andrea