Integrating Typeform with Zoho Mail Using Pabbly Connect

Learn how to automate email notifications for new Typeform entries using Pabbly Connect and Zoho Mail in this detailed tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Typeform and Zoho Mail Integration

To begin the integration process, first, access Pabbly Connect by visiting Pabbly.com/connect. This platform enables seamless automation between different applications, including Typeform and Zoho Mail. If you are an existing user, click on the ‘Sign In’ button; otherwise, create a new account by selecting ‘Sign Up for Free.’ Upon signing up, you will receive 100 free tasks to start your automation journey.

After logging in, you will arrive at the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to initiate the integration process. You will be prompted to name your workflow, which will help you identify the automation later. For this tutorial, we will set up a workflow to send emails via Zoho Mail whenever a new entry is received in Typeform.

2. Setting Up the Trigger with Typeform

In this step, we will set Typeform as the trigger application in Pabbly Connect. Click on the Typeform icon and select ‘New Entry’ as the trigger event. This will ensure that the workflow activates whenever there is a new response submitted through the Typeform.

• Select ‘Typeform’ as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account to Pabbly Connect.

Once connected, you will need to select the specific Typeform that you want to monitor. In this case, we are using a ‘Complaint Register Form.’ After selecting the form, click on ‘Save and Send Test Request’ to ensure that the connection is working properly. This will allow Pabbly Connect to capture the data from a test submission.

3. Testing the Trigger with Typeform Submission

Now that we have set up the trigger, it’s time to test it. Fill out the Typeform with a sample entry to generate a response. For example, you can enter details like the error name, description, due date, email address, department, and mobile number. After submitting the form, return to Pabbly Connect to view the captured response.

• Fill out the Typeform with relevant information.
• Submit the form to generate a test entry.
• Check Pabbly Connect for the captured response data.

You should see the details of the submitted entry, including the error name, description, due date, email, and department. This confirms that the trigger setup is successful and that Pabbly Connect is receiving the data from Typeform.

4. Setting Up the Action with Zoho Mail

Next, we will set Zoho Mail as the action application in Pabbly Connect. Click on the Zoho Mail icon and select ‘Send Email’ as the action event. This action will send an email notification to the appropriate recipient whenever a new entry is recorded in Typeform.

Select ‘Zoho Mail’ as the action application. Choose ‘Send Email’ as the action event. Connect your Zoho Mail account to Pabbly Connect.

When prompted, enter your Zoho Mail domain name and grant the necessary permissions. After successful authorization, map the email fields from the Typeform response to the Zoho Mail fields. For instance, set the recipient’s email address to the one collected in the Typeform entry. Finally, customize the subject and body of the email to include the relevant details from the form.

5. Finalizing the Integration and Testing

With both the trigger and action set up, the last step is to test the entire integration process. Click on ‘Save and Send Test Request’ in the Zoho Mail action setup. This will send a test email to the recipient based on the information captured from the Typeform submission.

Once you have confirmed that the email was successfully sent, you can now run a real test by submitting another entry in the Typeform. This time, check the recipient’s inbox to ensure that they receive the email notification as expected. This confirms that the integration between Typeform and Zoho Mail through Pabbly Connect is functioning correctly.

Conclusion

In this tutorial, we demonstrated how to automate email notifications for new Typeform entries using Pabbly Connect and Zoho Mail. By following these steps, you can streamline your workflow and ensure timely communication with respondents. With Pabbly Connect, integrating various applications has never been easier, allowing you to focus on what matters most in your business.