How to Send Welcome Emails to New Leads from Typeform Submissions Using Pabbly Connect

Learn how to automate sending welcome emails to new leads from Typeform submissions using Pabbly Connect in this detailed tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send welcome emails to new leads from Typeform submissions, you first need to access Pabbly Connect. This platform will facilitate the integration between Typeform and Gmail, allowing you to automate the email sending process.

Start by visiting the Pabbly Connect website at www.Pabbly.com/connect. Here, you can either sign in if you already have an account or sign up for free if you are a new user. Once logged in, you’ll be directed to the Pabbly Connect dashboard where you can create new workflows.

2. Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow that will automate the sending of welcome emails. Click on the ‘Create Workflow’ button, and you will be prompted to choose between the beta and classic workflow builders. Select the beta option for a more modern experience.

• Click on ‘Create Workflow’
• Choose a name for your workflow (e.g., Welcome Email)
• Select a folder for your workflow, if necessary

Once you have named your workflow and selected a folder, click on the ‘Create’ button. You will then see the workflow page where you can add triggers and actions to automate your tasks.

3. Setting Up the Trigger with Typeform

The next step in using Pabbly Connect is to set up a trigger. Click on the ‘Add Trigger’ button and select Typeform as your trigger app. This will initiate the workflow whenever a new entry is submitted through your Typeform.

Choose the ‘New Entry’ event as your trigger. After this, click on the ‘Connect’ button to build the connection between Pabbly Connect and Typeform. You can either select an existing connection or add a new one based on your Typeform login details.

4. Configuring the Action Step to Send Emails via Gmail

After setting up the trigger, it’s time to configure the action step. Click on the ‘Add New Action Step’ button and select Gmail as your action app. Here, you will choose the event as ‘Send Email’ to send a welcome email to the new lead.

• Select ‘Send Email’ as the action event
• Connect your Gmail account to Pabbly Connect
• Map the recipient’s email address from the Typeform submission

After mapping the recipient’s email and entering the email subject and content, click on ‘Save and Send Test Request’ to verify that the email is sent successfully. You should receive a welcome email in your Gmail inbox.

5. Finalizing the Integration and Testing

With your workflow set up in Pabbly Connect, it’s essential to test the integration. Fill out your Typeform with a new entry to see if the welcome email is sent automatically. Check your Gmail inbox to confirm that the email has arrived.

Once you confirm that everything is working correctly, your automation is complete. This means that every time a new lead submits a response in Typeform, they will receive a personalized welcome email in their Gmail account, thanks to Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending welcome emails to new leads from Typeform submissions. By following the steps outlined, you can streamline your email communication and enhance your lead engagement effectively.