Automate Follow-Up Emails from Typeform Submissions with Pabbly Connect and SendGrid

Learn how to use Pabbly Connect to automate follow-up emails from Typeform submissions to SendGrid with this step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate follow-up emails after Typeform submissions, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly website and logging into your account. If you don’t have an account, you can create one for free, which gives you access to 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create and manage your workflows. Click on the ‘Create Workflow’ button to start setting up the integration. This setup will allow you to connect Typeform with SendGrid seamlessly using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow to connect Typeform and SendGrid using Pabbly Connect. After clicking the ‘Create Workflow’ button, you will be prompted to select a workflow builder. Choose the new beta version for a more efficient experience.

• Name your workflow as ‘Send Personalized Follow-Up Emails Automatically Using SendGrid for Typeform Leads.’
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see a prompt to select a trigger application. Here, choose Typeform as your trigger application, which will initiate the workflow when a new entry is submitted. This is how Pabbly Connect facilitates the integration process.

3. Setting Up Typeform Trigger in Pabbly Connect

To set up Typeform as your trigger in Pabbly Connect, select ‘New Entry’ as the trigger event. Click on ‘Connect’ to establish a connection. If you don’t have an existing connection, select ‘Add New Connection’ and log into your Typeform account to grant necessary permissions.

Once connected, you will need to select the specific Typeform you want to use. Choose the form that collects the lead data, ensuring that the ‘Simple Response’ toggle is turned on. This will allow you to receive data in a JSON format, making it easier to map the responses in the next steps.

• Select the Typeform you created for capturing leads.
• Toggle on ‘Simple Response’ to receive data in a manageable format.
• Click ‘Save and Send Test Request’ to capture the response from your Typeform.

After submitting a test entry in your Typeform, check Pabbly Connect to ensure that the response has been captured correctly. This confirms that the integration between Typeform and Pabbly Connect is functioning properly.

4. Sending Emails with SendGrid Through Pabbly Connect

After successfully setting up the Typeform trigger, the next step is to send emails using SendGrid. In the action application section of Pabbly Connect, search for SendGrid and select the action event ‘Send an Email.’ Click on ‘Connect’ to establish the connection.

If you don’t have an existing connection, you will need to create one by entering an API key from your SendGrid account. Navigate to your SendGrid settings, create a new API key with full access, and paste it into Pabbly Connect. This step is crucial as it allows Pabbly Connect to send emails on your behalf.

Enter the recipient’s email address by mapping it from the Typeform response. Set the subject of the email, such as ‘Thank You for Signing Up.’ Compose the email body with personalized content, including the user’s name.

After entering all necessary details, click on ‘Save and Send Test Request.’ Check your email inbox to confirm that the confirmation email has been sent successfully. This demonstrates how Pabbly Connect effectively automates your email communication.

5. Adding a Delay for Follow-Up Emails

To ensure that follow-up emails are sent after a specific period, you need to add a delay step in your workflow using Pabbly Connect. Click on ‘Add New Action Step’ and search for the ‘Delay by Pabbly’ action application. Set the delay to 2 days, which will allow you to send follow-up emails after the initial confirmation.

Once the delay is set, click on ‘Save and Send Test Request’ to confirm that the delay has been correctly implemented. After the delay period, proceed to add another action step to send the follow-up email using SendGrid.

Select SendGrid again as the action application. Map the recipient’s email address and customize the follow-up email content. Click on ‘Save and Send Test Request’ to finalize the follow-up email setup.

This step completes the workflow, allowing Pabbly Connect to send both the confirmation and follow-up emails automatically based on Typeform submissions.

Conclusion

By following this tutorial, you have successfully integrated Typeform with SendGrid using Pabbly Connect. This automation allows you to send immediate confirmation emails and follow-up messages to your leads, enhancing your engagement and nurturing process. Automate your email communications today with Pabbly Connect for efficient lead management.