Automate Follow-Up Emails Using Pabbly Connect and Google Forms

Learn how to automate follow-up emails using Pabbly Connect with Google Forms and Gmail for new leads. Step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To send follow-up emails automatically using Pabbly Connect, first, you need to access the platform. Go to the Pabbly Connect website and sign up for a free account or log in if you already have one. Pabbly Connect is essential for integrating Google Forms and Gmail to automate your email follow-up process. using Pabbly Connect

Once logged in, you will be directed to the dashboard where you can manage all your automation. Click on the ‘Access Now’ button for Pabbly Connect to start creating your workflow. Here, you can create a new workflow that will capture leads from Google Forms and send automated follow-up emails through Gmail.

2. Setting Up the Workflow in Pabbly Connect

To create your workflow, click on the ‘Create Workflow’ button on the Pabbly Connect dashboard. You will be prompted to choose between the new beta builder and the classic builder. For this task, select the new beta builder for its modern features and flexibility. using Pabbly Connect

• Provide a meaningful name for your workflow, such as ‘Email Automatically Using Gmail for New Google Form Leads.’
• Select a folder to store your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

Your workflow is now created, and you can proceed to set up the trigger and action steps. The trigger will initiate the automation whenever a new lead is captured through Google Forms.

3. Trigger Setup with Google Forms

In this step, you will set up the trigger to capture leads from Google Forms. Click on the ‘Add Trigger’ button and select Google Forms as your app. Choose the app event that corresponds to receiving new form responses. using Pabbly Connect

Next, connect your Google Forms by pasting the webhook URL provided by Pabbly Connect into your Google Form settings. To do this, open your Google Form, navigate to the responses section, and link it to a Google Sheet. This will ensure that all responses are recorded in real-time.

• Create a Google Sheet to collect responses from your Google Form.
• Add the Pabbly Connect add-on to your Google Form.
• Paste the webhook URL into the initial setup of the Pabbly Connect add-on.

After completing this setup, every new lead submitted via your Google Form will trigger the automation in Pabbly Connect, allowing you to send follow-up emails automatically.

4. Action Setup with Gmail for Follow-Up Emails

After successfully setting up the trigger, the next step involves configuring the action to send follow-up emails through Gmail. Click on ‘Add New Action Setup’ and select Gmail as your app. Choose the action event as ‘Send Email’ to initiate the email sending process. using Pabbly Connect

To connect your Gmail account, you can either add a new connection or select an existing one. If you are adding a new connection, sign in to your Google account and grant the necessary permissions. Once connected, you will need to map the details from the Google Form responses to the email fields, such as recipient email, subject, and email content.

Map the recipient’s email address from the Google Form response. Fill in the email subject and content, incorporating mapped fields from the form. Select the content type and label for the email.

Once all details are filled in, save the setup and send a test request to ensure the email is sent correctly. This action will allow Pabbly Connect to automatically send personalized follow-up emails to new leads captured via Google Forms.

5. Successfully Automating Email Follow-Ups

After completing the setup, test the entire workflow by submitting a new response through your Google Form. Once the form is submitted, Pabbly Connect will capture the data and trigger the email action to send a follow-up email through Gmail automatically. using Pabbly Connect

You will see the response recorded in your Google Sheet and a personalized email sent to the lead with the information they provided. This automation not only saves time but also ensures that no leads are missed, enhancing your communication efficiency.

With Pabbly Connect, you can create various automations to streamline your business processes. If you have any questions or need assistance, feel free to reach out to the Pabbly support team.

Conclusion

In this tutorial, we demonstrated how to automate follow-up emails using Pabbly Connect with Google Forms and Gmail. By following these steps, you can efficiently manage new leads and enhance your customer communication.