Creating Reminder Emails via Gmail for Jotform Submissions with Pabbly Connect

Learn how to create reminder emails for Jotform submissions using Pabbly Connect and Gmail. Step-by-step tutorial for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create reminder emails via Gmail for Jotform submissions, start by accessing Pabbly Connect. You can do this by typing the URL www.Pabbly.com/connect into your browser. Once on the Pabbly Connect landing page, you will have options to sign in or sign up.

If you are a new user, click on the ‘Sign up free’ button. Existing users can simply click on ‘Sign in’. After signing in, you will be directed to the Pabbly apps page, where you can select Pabbly Connect to begin creating your workflow.

2. Creating Your Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to start building your integration. You will be prompted to choose between two workflow builders: the new workflow builder and the classic workflow builder. Select the new workflow builder for a more modern experience.

• Click on ‘Create Workflow’ button.
• Select ‘New Workflow Builder’.
• Name your workflow (e.g., ‘Send Follow-up Reminder Email’).

After naming your workflow, click on the ‘Create Workflow’ button. You will then see a prompt confirming that your workflow has been created successfully. Now, you can proceed to set up your trigger.

3. Setting Up the Jotform Trigger in Pabbly Connect

To initiate the workflow, you need to set up a trigger. In this case, select Jotform as your trigger app. Click on the ‘Add Trigger’ button and choose Jotform from the app options. The event you want to select is ‘New Response’. This means the workflow will be triggered whenever a new submission is received.

After selecting the app event, click on the ‘Connect’ button to establish a connection between Pabbly Connect and Jotform. You will need to paste the webhook URL provided by Pabbly Connect into your Jotform settings under the integrations section.

• Go to Jotform settings and select ‘Integrations’.
• Search for ‘Webhooks’ and paste the URL.
• Complete the integration and finish the setup.

Once the webhook is set up, go back to Pabbly Connect and check if it’s waiting for a new response. You are now ready to test your integration.

4. Sending Reminder Emails via Gmail

Next, you will set up the action step to send reminder emails using Gmail. Click on the ‘Add New Action Step’ button and select Gmail as your action app. The event you want to choose is ‘Send Email’. This action will send an email to the client whenever a new submission is received. using Pabbly Connect

Click on ‘Connect’ and either create a new connection or select an existing one. Once connected, you will need to fill out the email fields. Map the recipient’s email address from the Jotform submission response to ensure that the email is sent to the correct client.

Enter the sender’s name (e.g., ‘Pabbly’). Set the email subject (e.g., ‘Follow-up Regarding Your Submission’). Compose the email content, including dynamic fields for personalization.

After filling in all the necessary fields, click on ‘Save and Send Test Request’ to check if the email is being sent correctly. Verify your Gmail account to ensure that the email is received as expected.

5. Conclusion

By following these steps, you can successfully create reminder emails via Gmail for Jotform submissions using Pabbly Connect. This integration automates your follow-up process, ensuring timely communication with clients. Start using Pabbly Connect today to enhance your workflow automation.