Automate Thank-You Emails with Gmail for Form Submissions Using Pabbly Connect

Learn how to automate thank-you emails with Gmail for form submissions using Pabbly Connect. Step-by-step guide to streamline your email process. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To automate thank-you emails with Gmail for form submissions, the first step is to access Pabbly Connect. You can do this by entering the URL Pabbly.com/connect in your browser.

Once on the Pabbly Connect page, you will see options to either sign in or sign up for free. If you are new, click on ‘Sign Up Free’ to create your account. This will allow you to access 100 free tasks per month, perfect for practicing your automation skills with Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to start the automation process.

• Select the workflow builder (Beta for modern features).
• Name your workflow, for example, ‘Send Thank You Emails for Website Form Submitted’.
• Choose a folder to save your workflow.

Once your workflow is created, you will need to set up a trigger. The trigger is the event that starts your workflow, which in this case is a new lead submission from your landing page form.

3. Setting Up the Trigger for Form Submissions

To set up the trigger in Pabbly Connect, click on the ‘Add Trigger’ button and select your trigger application, which is your form provider. Search for and select the application where your form submissions occur.

Next, choose the event ‘New Lead from Landing Page’ and click on the ‘Connect’ button. You will receive a webhook URL that you need to copy and paste into your form settings to connect the two applications.

• Go to your form settings and find the integration option.
• Paste the webhook URL into the request URL field.
• Set the request method to POST and save your settings.

Once saved, your form will now send data to Pabbly Connect whenever a new submission occurs, triggering the workflow you are building.

4. Setting Up Gmail as the Action App

With your trigger set up, the next step is to configure Gmail as the action app in Pabbly Connect. Click on the ‘Add New Action Step’ button and select Gmail from the list of applications.

Choose the action event ‘Send Email’ and connect your Gmail account. If you already have a connection, you can select it; otherwise, click on ‘Add New Connection’ to sign in to your Google account.

Enter the sender’s name and email address. Map the recipient’s email address to dynamically insert the email from the form submission. Fill in the email subject and content, using mapped fields for personalization.

After configuring these settings, click ‘Save and Send Test Request’ to ensure your email automation works correctly. Check your Gmail account to confirm that the thank-you email was sent successfully.

5. Finalizing Your Email Automation

After testing the email sending functionality, you can finalize your automation setup in Pabbly Connect. Ensure all settings are correct and that your workflow is active.

To make your form live, publish it and share the link with your audience. Now, every time someone submits the form, they will receive a thank-you email automatically through Gmail, thanks to the integration with Pabbly Connect.

This automation not only saves time but also enhances customer engagement by ensuring timely responses. By leveraging Pabbly Connect, you can easily create similar automations for other applications in your workflow.

Conclusion

In this tutorial, we explored how to automate thank-you emails with Gmail for form submissions using Pabbly Connect. By following the detailed steps, you can streamline your email processes and enhance customer interactions effectively.