Auto-Send Email Alerts for Travel Agency Form Submissions

Learn how to automate email alerts for travel agency form submissions using Pabbly Connect, Jot Form, and Gmail in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate email alerts for travel agency form submissions, first, access Pabbly Connect by visiting Pabbly.com/connect. This platform is essential for integrating various applications without coding.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ option to create an account and receive 100 free tasks every month. Existing users can simply log in by clicking the ‘Sign In’ option.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect and click on the ‘Create Workflow’ button. You will then be prompted to choose between creating from scratch or using AI. Select ‘Create from Scratch’ for this tutorial.

• Choose the new beta version for the workflow builder.
• Name the workflow ‘Auto Send Email Alerts for Travel Agency Form Submissions.’
• Select the folder for your workflow and click ‘Create.’

Your workflow is now created in Pabbly Connect. The next step is to set up the trigger, which is essential for initiating the automation process.

3. Setting Up the Trigger with Jot Form

In this section, select Jot Form as your trigger application in Pabbly Connect. The objective is to trigger an action whenever a new form submission is received.

Choose the app event as ‘New Response’ and click on the ‘Connect’ button. You will be provided with a webhook URL, which you need to copy and paste into your Jot Form account.

• Open your Jot Form account and edit the form you want to connect.
• Go to the settings and select the integrations option, then click on webhooks.
• Paste the copied webhook URL and complete the integration.

After successfully integrating Jot Form with Pabbly Connect, you can publish the form and test it to ensure the connection is established.

4. Setting Up the Action to Send Emails via Gmail

Next, you will set up the action step to send an email through Gmail using Pabbly Connect. Select Gmail as your action application and choose ‘Send Email’ as the app event.

Click on the ‘Connect’ button and select ‘Add New Connection’ to link your Gmail account with Pabbly Connect. After signing in to your Google account, you will see the sender’s email address automatically populated.

In the recipient email address field, map the email address received from the Jot Form submission. Set the email subject as ‘Your Travel Request is Confirmed.’ Compose the email body, including dynamic fields to personalize the email for each user.

Once the email content is set, click on the ‘Save and Send Test Request’ button to verify if the email is sent successfully through Pabbly Connect.

5. Testing the Automation Workflow

To ensure that your automation is working correctly, fill out the Jot Form with test details. After submission, check your Gmail account to see if the email alert was sent successfully.

If you have set everything up correctly, you should receive an email that includes the personalized details from the form submission. This confirms that your workflow in Pabbly Connect is functioning as intended.

Finally, remember to enable the toggle switch for your workflow in Pabbly Connect to keep it active. This ensures that your automation will continue to send email alerts for every new form submission.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate email alerts for travel agency form submissions via Jot Form and Gmail. This integration not only saves time but also enhances customer communication.

By following these steps, you can set up a seamless workflow that automatically sends personalized email confirmations to your clients after they submit their inquiries. Start leveraging the power of automation with Pabbly Connect today!