Automate eBook Delivery with Pabbly Connect and Google Forms

Learn how to automate eBook delivery for reviews using Pabbly Connect with Google Forms and SMTP. Step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate eBook delivery using Pabbly Connect, you first need to access the platform. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, sign up for free to get started with 100 free tasks every month.

Once logged in, navigate to the dashboard where you will see various applications. Click on Pabbly Connect to enter the integration workspace. Here, you can create workflows that connect different applications like Google Forms and SMTP.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow. For this tutorial, name it ‘Automate eBook Delivery for Reviews via Google Forms and Email’.

• Click on the drop-down arrow to select a folder for saving your workflow.
• Choose an appropriate folder, such as ‘Automations for Coaches’.
• Finally, click on the ‘Create’ button to save your workflow.

Your workflow is now set up, and you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be a new response from Google Forms.

3. Setting Up the Trigger with Google Forms

In this step, you will configure the trigger using Pabbly Connect. Click on the trigger section and select Google Forms as the application. For the trigger event, choose ‘New Response Received’ to capture form submissions.

Pabbly Connect will provide you with a webhook URL that acts as a bridge between Google Forms and Pabbly Connect. Copy this URL and go to your Google Form. Click on ‘Responses’ and then select ‘Link to Sheets’ to set up a destination for responses.

• Choose to create a new spreadsheet to capture responses.
• After creating the spreadsheet, click on ‘Extensions’ and then ‘Add-ons’ to find Pabbly Connect Webhooks.
• Install the Pabbly Connect Webhooks add-on if you haven’t done so already.

After installation, go back to the ‘Extensions’ menu and set up the webhook URL by pasting it into the setup dialog. Select the appropriate trigger column for your responses and click on ‘Submit’ to finalize the setup.

4. Filtering Responses in Pabbly Connect

Now that the trigger is set up, you need to filter the responses based on the ratings provided by clients. In Pabbly Connect, add a filter action after the trigger. Select ‘Filter by Pabbly’ and choose the rating as the label.

Set the filter type to ‘Greater Than’ and enter the value as 6. This means only responses with a rating higher than 6 will proceed to the next action of sending an email with the eBook.

Click on ‘Save’ and send a test request to ensure the filter works correctly. Check that the condition status is true for the test response.

Once the filter is set up, you can proceed to the next action step, which will be sending an email using SMTP.

5. Sending the eBook via SMTP

The final step involves configuring the SMTP action in Pabbly Connect. Select SMTP as the action application and choose ‘Send Email’ as the action event. Connect your SMTP account by entering the necessary details to establish the connection.

Fill in the required fields, including the sender’s name and email address. For the recipient email, map the email address from the previous response captured by Pabbly Connect. Customize the email subject and body to include a thank you message and the attached eBook link.

Ensure the email body is formatted correctly, using HTML for line breaks. Click on ‘Save’ and send a test request to verify that the email is sent successfully.

Check your email account to confirm that the eBook has been delivered successfully, indicating that the integration between Google Forms and SMTP via Pabbly Connect is complete.

Conclusion

In this tutorial, we demonstrated how to automate eBook delivery for reviews using Pabbly Connect with Google Forms and SMTP. By following these steps, you can streamline the feedback process and enhance client engagement effectively.