Auto Send Confirmation Email on Form Submission (Step-by-Step Tutorial)

Learn how to automate sending confirmation emails upon form submission using Pabbly Connect in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Automation

To automate the process of sending confirmation emails upon form submission, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account, which allows you to create workflows with up to 100 tasks per month. After signing up, log into your Pabbly Connect account.

Once logged in, you will see the dashboard where you can create new workflows. Click on the option to create a new workflow and select the modern version. Name your workflow as ‘Auto Send Email Confirmation on Form Submission’ to keep it organized.

2. Creating the Trigger with Google Forms

In this step, we will set up Google Forms as the trigger application using Pabbly Connect. A trigger is the event that starts the workflow, which in this case is a new response received from Google Forms. Select Google Forms as your trigger application and choose the event ‘New Response Received’.

• Select Google Forms as the trigger application.
• Choose the event ‘New Response Received’.
• Connect your Google account to allow Pabbly Connect to access the form responses.

After connecting, you will be provided with a webhook URL. This URL will be used to send data from Google Forms to Pabbly Connect. Make sure to copy this URL for later use.

3. Configuring Google Forms for Webhook Integration

Next, we need to configure Google Forms to send responses to the webhook URL provided by Pabbly Connect. Open your Google Form and navigate to the ‘Responses’ section. Click on the ‘View in Sheets’ option to create a Google Sheet that will collect all form responses.

In the newly created Google Sheet, go to the ‘Extensions’ menu, select ‘Add-ons’, and search for ‘Pabbly Connect Webhooks’. Install it if you haven’t already. Once installed, go back to the Extensions menu, choose ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’. Here, paste the webhook URL you copied earlier and set the trigger column to the last column of your Google Sheet.

4. Setting Up the Action to Send Emails via Gmail

Now that we have the trigger set up, we will proceed to set up the action using Gmail as the action application in Pabbly Connect. Select Gmail as your action app and choose the event ‘Send Email’. This action will send an email automatically whenever a new response is received.

• Connect your Gmail account to Pabbly Connect.
• Fill in the sender name and recipient’s email address, using mapping for dynamic fields.
• Create the email subject and body, incorporating dynamic data from the form responses.

After mapping all the necessary fields, save the configuration and send a test email to ensure everything is working correctly. You should see the confirmation email arrive in the designated Gmail inbox.

5. Testing the Integration and Conclusion

To test the integration, go back to your Google Form and submit a test response. Once submitted, check your Gmail account to see if the confirmation email has been received. This step ensures that the entire workflow is functioning as intended through Pabbly Connect.

If the email is received successfully, congratulations! You have successfully set up an automated email confirmation system using Pabbly Connect. This not only saves time but also enhances customer experience by providing instant feedback on form submissions.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the sending of confirmation emails upon form submission. This integration between Google Forms and Gmail streamlines the process, ensuring that customers receive immediate responses to their inquiries. By following these steps, you can enhance your business’s efficiency and improve customer satisfaction.