Boost Sales with Automated Recommendation Emails

Learn how to boost sales with automated recommendation emails using Pabbly Connect. Follow this step-by-step tutorial to set up your integration seamlessly. 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 Your Automation

To boost sales with automated recommendation emails, first access Pabbly Connect by visiting pabby.com/connect. Here, you can either sign in or sign up for a free account. Signing up gives you 100 free tasks each month, allowing you to create workflows without any initial cost.

Once you are logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create folders for better organization of your workflows. Click on the ‘Create Workflow’ button to start setting up your automation process.

2. Creating Your Workflow in Pabbly Connect

In this step, you will create a workflow that sends automated recommendation emails. After clicking on ‘Create Workflow’, choose between the new beta version and the classic version of the workflow builder. For this tutorial, select the new beta version. using Pabbly Connect

• Name your workflow, for example, ‘Auto Product Recommendation via Email.’
• Select the appropriate folder to save your workflow.
• Click the ‘Create’ button to finalize your workflow setup.

Now that your workflow is created, you need to select a trigger application. This will be the event that starts your workflow. For this integration, you will use a form integrated into your website to capture leads.

3. Setting Up the Trigger Application in Pabbly Connect

To set up the trigger application, click on the plus button and select ‘Webhook’ as your application. Choose the event ‘Catch Webhook’ and click the ‘Connect’ button. This will generate a unique webhook URL. using Pabbly Connect

Copy this webhook URL and integrate it into your website form’s code. This allows Pabbly Connect to receive data whenever the form is submitted. After adding the URL, refresh the page and fill out the form to test the integration.

• Open your website form code.
• Paste the webhook URL in the appropriate section.
• Save the changes and refresh your form.

After submitting a test entry in the form, you will see that Pabbly Connect captures the response, confirming that your trigger is set up correctly.

4. Setting Up the Action Application in Pabbly Connect

Next, you will set up the action application to send the automated recommendation emails. Click on the plus button again and search for ‘Send Grid’. Select it as your action application and choose the event ‘Send Email’. Click ‘Connect’ to proceed. using Pabbly Connect

For the connection, you can either select an existing connection or create a new one. If creating a new connection, you will need an API token from your Send Grid account. Log into Send Grid, navigate to settings, and create a new API key with full access.

Log into your Send Grid account. Go to settings and select API keys. Create a new API key and copy it for use in Pabbly Connect.

Paste the API key into Pabbly Connect and save the connection. Now, fill out the necessary fields to configure the email, including the recipient’s email, subject, and content. Use mapping to dynamically insert the customer’s details into the email.

5. Testing Your Automation in Pabbly Connect

After setting up the email configuration, click on the ‘Save and Send Test Request’ button to test your automation. If everything is set up correctly, you will receive an email at the address you specified. This email will include a personalized message based on the form submission.

Check your email account to confirm that the automated recommendation email was sent successfully. The email should display the customer’s name and the recommended product package, demonstrating that your workflow is functioning as intended.

Congratulations! You have successfully set up an automated recommendation email system using Pabbly Connect. This integration ensures that every new lead receives timely product suggestions, boosting your sales efforts.

Conclusion

In this tutorial, we demonstrated how to boost sales with automated recommendation emails using Pabbly Connect. By integrating your website forms with Send Grid, you can send personalized emails to leads instantly. Automate your sales process today!