How to Send Customer Feedback Emails via SendGrid after Typeform Submissions Using Pabbly Connect

Learn how to automate sending customer feedback emails via SendGrid after Typeform submissions using Pabbly Connect. Follow this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of sending customer feedback emails, first access Pabbly Connect. This platform allows you to seamlessly integrate Typeform and SendGrid for effective email communication.

Begin by navigating to the Pabbly Connect homepage. Here, you can sign up for a new account or log in if you are an existing user. Once logged in, you will be directed to the dashboard where you can create your workflows.

2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. This initiates the setup process for your integration.

• Name your workflow, e.g., ‘Send Customer Feedback Emails via SendGrid after Typeform Submissions’.
• Select the folder to save your workflow, such as ‘Automations’.
• Choose the ‘New Beta’ option for a modern workflow experience.

After naming and selecting your folder, click on ‘Create’. This will take you to the workflow builder where you can set up triggers and actions.

3. Setting Up the Trigger for Typeform Submissions

In this step, you will set up Typeform as the trigger in Pabbly Connect. Click on ‘Add a Trigger’ and select Typeform from the list of applications.

Choose the event as ‘New Entry’ which will trigger the workflow whenever a new form submission is received. Connect your Typeform account by following the prompts to authorize Pabbly Connect to access your Typeform data.

Once connected, select the specific feedback form you want to use for this automation. After saving this configuration, you will need to make a test submission in Typeform to ensure that Pabbly Connect can receive the data correctly.

4. Adding SendGrid as the Action Application

After successfully setting up the Typeform trigger, it’s time to add SendGrid as the action application in Pabbly Connect. Click on ‘Add Action’ and select SendGrid from the application list.

• Choose the action event as ‘Send Email’.
• Connect your SendGrid account by entering the API key generated from your SendGrid account settings.
• Map the fields from the Typeform submission to the email fields in SendGrid.

Fill in the email details such as subject line, sender email, and body content. For the body, you can personalize it using the data received from the Typeform submission, ensuring each customer receives a tailored response.

5. Testing the Integration

Finally, it’s essential to test the entire integration setup in Pabbly Connect. After configuring both the trigger and action, initiate a test by submitting a new entry in your Typeform feedback form.

Check your SendGrid account to confirm that the email was successfully sent to the customer. This step validates that your automation is functioning correctly and that customer feedback is being acknowledged promptly.

If the test is successful, your workflow is now fully operational! You can make adjustments or add additional actions as needed to enhance your customer engagement.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate sending customer feedback emails via SendGrid after Typeform submissions. By following these steps, you can enhance customer communication effortlessly.