Automate Emails and Log Website Form Leads in Google Sheets with Pabbly Connect

Learn how to automate emails and log website form leads in Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating emails and logging website form leads in Google Sheets, access Pabbly Connect by entering its URL in your browser: Pabbly.com/connect. This is the central platform for integrating various applications.

Upon visiting the site, you will see options to either sign in or sign up. New users can choose to sign up for free, which includes 100 free tasks each month to practice using Pabbly Connect. Existing users can simply sign in to their accounts.

2. Creating Your Workflow in Pabbly Connect

Once you are signed in, click on the ‘Access Now’ button to enter the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the automation to log website form leads into Google Sheets.

• Select the beta workflow builder for a modern experience.
• Name your workflow, e.g., ‘Log Website Form Leads to Google Sheets and Send Email.’
• Choose the appropriate folder for your workflow.

After creating the workflow, you will need to set up a trigger to initiate the automation. In this case, select ‘Webhook by Pabbly’ as your trigger app. This webhook will connect your website form to Pabbly Connect.

3. Setting Up the Webhook Trigger

After selecting ‘Webhook by Pabbly’, choose the event ‘Catch Webhook’ and click the connect button. This will generate a unique webhook URL that acts as a bridge between your website form and Pabbly Connect. Copy this URL to your clipboard.

Next, navigate to your website form code, and replace any existing URL with the copied webhook URL. This step is crucial as it allows the form to send data to Pabbly Connect upon submission.

Once the webhook URL is set up in your code, return to Pabbly Connect and refresh the page. Fill out your website form for testing, and submit it. You should see a successful response in Pabbly Connect, confirming that the integration is working correctly.

4. Logging Data in Google Sheets

With the webhook successfully set up, it’s time to log the data into Google Sheets. In Pabbly Connect, click on ‘Add New Action Step’ and select ‘Google Sheets’ as your action app. Choose the event ‘Add New Row’ to insert the form data into your spreadsheet.

• Connect to your Google Sheets account.
• Select the spreadsheet where you want to log the leads.
• Map the fields from the webhook response to the corresponding columns in Google Sheets.

After mapping the fields, click ‘Save and Send Test Request’. If everything is set up correctly, the data from your website form will be logged into Google Sheets, confirming the action step is functioning as intended.

5. Sending Personalized Emails via Gmail

The final step is to automate sending personalized emails using Gmail. In Pabbly Connect, click ‘Add New Action Step’ and select ‘Gmail’ as your action app. Choose the event ‘Send Email’. This allows you to send an email to the lead as soon as they submit the form.

Connect to your Gmail account and fill in the required fields, including the sender name, email address, recipient’s email (mapped from the webhook response), subject, and content. Personalize the email content by including the lead’s name in the body of the email.

After completing the email setup, click ‘Save and Send Test Request’. Check your Gmail account to ensure the email was sent successfully. This confirms that Pabbly Connect has effectively automated the process of logging leads and sending personalized emails.

Conclusion

Using Pabbly Connect, you can effortlessly automate emails and log website form leads in Google Sheets. This integration not only saves time but also enhances communication with your leads. Start utilizing Pabbly Connect today to streamline your workflows and improve your business efficiency.