Automate Follow-Up Emails with Pabbly Connect and Google Forms

Learn how to automate follow-up emails using Pabbly Connect with Google Forms and Gmail. Step-by-step guide to streamline your lead management 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 Automation

To automate follow-up emails using Gmail for new Google Form leads, the first step is accessing Pabbly Connect. This powerful integration tool allows users to connect multiple applications seamlessly.

Begin by navigating to the Pabbly Connect website. If you are a new user, click on the ‘Sign Up for Free’ option to create an account. Existing users can simply log in. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create and manage your automation workflows.

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow using Pabbly Connect. Click on the ‘Create Workflow’ button. You can choose between the new beta builder for a modern experience or the classic builder for a familiar interface. For this example, select the new beta builder.

• Provide a meaningful name for your workflow, such as ‘Email Follow-Up for Google Form Leads’.
• Select the folder where you want to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating your workflow, you will need to set up a trigger and action. The trigger will be the event that starts the automation, while the action will be the task performed after the trigger. This setup is crucial for the workflow to function properly.

3. Setting Up the Google Form Trigger

To capture leads, the next step involves setting up Google Forms as the trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select Google Forms as the application. Here, you will need to connect your Google account.

Once connected, you will be prompted to paste the webhook URL provided by Pabbly Connect into your Google Form settings. This step is essential for linking the form responses directly to the automation workflow.

• Open your Google Form and navigate to the ‘Responses’ tab.
• Link your form to a Google Sheet to store the responses.
• Install the Pabbly Connect add-on from the Google Workspace Marketplace.

After setting up the webhook and linking the Google Sheet, your trigger is ready to capture new leads automatically.

4. Sending Follow-Up Emails Using Gmail

With your trigger set up, it’s time to configure the action that sends follow-up emails through Gmail using Pabbly Connect. Click on ‘Add New Action’ and select Gmail as the application. Choose the ‘Send Email’ event from the options provided.

Next, you need to connect your Gmail account. If you have not connected it yet, you will be prompted to sign in and grant necessary permissions. Once connected, map the fields from the Google Form responses to the email content.

Enter the sender name and email address. Map the recipient’s email address from the Google Form response. Craft a personalized email subject and body using the mapped data.

Once all fields are filled out, save your setup and send a test request to verify that everything is functioning correctly. If successful, your automation will now send personalized follow-up emails automatically whenever a new lead is captured.

5. Finalizing Your Automation Workflow

After setting up the email action, it’s essential to finalize your automation in Pabbly Connect. Ensure all configurations are correct, then publish your Google Form to start capturing leads.

Test your entire workflow by submitting a new response through the Google Form. Once submitted, check the Google Sheet for the new entry and verify that the follow-up email is sent to the provided email address. This end-to-end test confirms that your automation is working seamlessly.

By utilizing Pabbly Connect, you have successfully automated the process of sending follow-up emails to new leads generated through Google Forms. This not only saves time but also enhances your lead management efficiency.

Conclusion

In this tutorial, we explored how to automate follow-up emails using Pabbly Connect with Google Forms and Gmail. By following these steps, you can streamline your lead management process and ensure timely communication with your prospects.