Auto-Send Welcome Emails When a New Lead Is Received from Google Forms | Pabbly Connect

Learn how to automate welcome emails using Pabbly Connect when a new lead is received from Google Forms. Step-by-step guide to streamline your email process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating welcome emails using Pabbly Connect, first, visit the Pabbly Connect website at www.Pabbly.com/connect. This platform allows you to create workflows that connect various applications seamlessly.

Once on the site, you can either sign in or sign up for a free account. New users receive 100 free tasks monthly, enabling them to explore the functionalities of Pabbly Connect without any cost. This is an excellent way to get started with automating your email processes.

2. Creating a Workflow in Pabbly Connect

After logging into your Pabbly Connect account, navigate to the dashboard and select the option to create a new workflow. Choose the Beta version for a modern experience, and name your workflow, such as “Send Welcome Emails to New Form Submission.”

• Select the trigger application as Google Forms.
• Choose the event as New Response Received.
• Copy the generated webhook URL.

This setup allows Pabbly Connect to listen for new responses submitted via Google Forms, ensuring that your email automation is triggered correctly.

3. Connecting Google Forms to Pabbly Connect

To connect Google Forms with Pabbly Connect, go to your Google Form responses and click on the option to view in Sheets. This will open a Google Sheet linked to your form.

Next, navigate to Extensions and select Add-ons, then Get Add-ons. Search for the Pabbly Connect Webhooks add-on and install it. Once installed, go back to Extensions, find Pabbly Connect Webhooks, and click on Initial Setup. Paste the webhook URL you copied earlier and set the Trigger Column to E, which is your final data column.

Make sure to click send test to verify the connection. This step ensures that new submissions in Google Forms are communicated to Pabbly Connect effectively.

4. Setting Up Email Action in Pabbly Connect

With Google Forms connected, it’s time to set up the action in Pabbly Connect. Click on the plus icon to add an action application and select Gmail. Choose the event as Send Email.

During setup, you can create a new connection by signing in with your Google account. Fill in the sender’s name and email address, which is automatically retrieved from your Gmail account.

• Map the recipient email address from the Google Forms response.
• Enter a subject line for the email, like “Welcome! Thanks for signing up.”
• Write the email content and map the user’s details dynamically.

These steps utilize Pabbly Connect to ensure that each new lead receives a personalized welcome email without manual effort.

5. Testing and Activating Your Workflow

After configuring your email action, it’s crucial to test the workflow. Click on Save and Send Test Request to send a test email. Check your Gmail inbox to ensure that the email was sent successfully.

Finally, to ensure that your workflow runs smoothly, make sure the Send on Event option is enabled in the Pabbly Connect Webhooks settings. This setting allows new form submissions to trigger the email sending process automatically.

By following these steps, you will have a fully functional workflow in Pabbly Connect that sends welcome emails automatically whenever a new lead is received through Google Forms.

Conclusion

In this tutorial, we explored how to automate sending welcome emails using Pabbly Connect when a new lead is received from Google Forms. This process enhances engagement and ensures timely communication with your leads. By leveraging the features of Pabbly Connect, you can streamline your email workflows effectively.