Automate Email Sending with Pabbly Connect for Typeform Leads

Learn how to automate sending emails via Outlook for Typeform leads using Pabbly Connect. Follow this step-by-step guide to streamline your workflow. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Automation

To automate sending emails via Outlook for Typeform leads, the first step is to set up Pabbly Connect. This platform allows you to create workflows that connect different applications seamlessly. Start by logging into your Pabbly Connect account or sign up if you are a new user.

Once you are logged in, navigate to the workflow builder. Here, you will create a new workflow that connects Typeform and Outlook. Pabbly Connect simplifies the process by providing a user-friendly interface to set up triggers and actions.

2. Creating the Trigger with Typeform

Now that you have set up Pabbly Connect, the next step is to create a trigger for Typeform. This trigger will activate whenever a new lead submits a form. Click on ‘Add Trigger’ and search for Typeform in the application list.

• Select ‘New Entry’ as the trigger event.
• Connect your Typeform account by clicking ‘Connect’.
• Authorize Pabbly Connect to access your Typeform data.
• Choose the specific form you want to monitor for submissions.

After setting up the trigger, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect captures the data from your Typeform submission. This step is crucial to verify that your workflow is functioning correctly.

3. Setting Up Email Action in Outlook

With the trigger in place, the next step is to set up the action in Outlook using Pabbly Connect. Click on ‘Add New Action Step’ and search for Microsoft Office 365. Select it as your action application.

• Choose ‘Send Mail’ as the action event.
• Connect your Microsoft Office 365 account.
• Authorize Pabbly Connect to send emails from your Outlook account.
• Map the email fields such as recipient address, subject, and body content.

Once you have mapped the necessary fields, click on ‘Save and Send Test Request’ to send a test email. This step confirms that your integration is working as intended.

4. Finalizing the Integration and Testing

After successfully sending a test email, it’s time to finalize your integration using Pabbly Connect. Ensure that the mapping of the email fields is correct, including the lead’s name and email address from the Typeform submission.

Once everything is set, you can turn on your workflow. This means every time a new lead submits their information via Typeform, an email will be sent automatically through Outlook. You no longer need to manually send emails to your leads!

5. Conclusion: Automate Your Email Workflow

In this tutorial, we explored how to automate sending emails using Pabbly Connect to integrate Typeform and Outlook. By following the steps outlined, you can streamline your email communication with leads effectively.

With Pabbly Connect, you can ensure that every lead receives a timely email response without manual effort. This automation not only saves time but also enhances your lead engagement process.

By utilizing Pabbly Connect, businesses can create efficient workflows that integrate various applications and enhance productivity. Start automating your email processes today!