Send Birthday Wishes on SMS from CRM

[areamarketer]

Hi everyone, I hope you can help me.
I wish I could create a workflow like this:

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.

Pabbly

connect.pabbly.com

Thank you so much for your precious cooperation.


Best regards,
Andrea Scano

 

[Pabblymember11]

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.

 

[areamarketer]

Thank you!
Best regards
Andrea