Automate Onboarding Emails with Pabbly Connect and Google Forms

Learn how to send onboarding emails automatically using Gmail for new Google Forms clients with Pabbly Connect. Follow our step-by-step guide to streamline your process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send onboarding emails automatically using Gmail for new Google Forms clients, start by accessing Pabbly Connect. This integration platform allows you to automate workflows without any coding skills. Simply visit Pabbly’s website and sign in to your account.

Once logged in, navigate to the Pabbly Connect dashboard where you can create a new workflow. Click on ‘Create Workflow’ and select the new beta workflow builder for a modern experience. Name your workflow as ‘Send Onboarding Emails Automatically Using Gmail for New Google Forms Clients’ and choose a folder for organization.

2. Setting Up Google Forms as Trigger in Pabbly Connect

In this step, you will set Google Forms as the trigger application in your workflow. This means that every time a new form submission occurs, it will trigger the automation to send an email. In the trigger application section, select Google Forms and set the trigger event to ‘New Response Received’. using Pabbly Connect

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Connect your Google Forms to Pabbly Connect using the provided webhook URL.

After setting up the trigger, follow the instructions in Pabbly Connect to link it with your Google Forms. This ensures that every new submission is captured and sent through the integration.

3. Linking Google Sheets to Capture Responses

Next, you need to link Google Sheets with Pabbly Connect to capture the responses from the Google Forms submission. Open the spreadsheet linked to your Google Form responses and ensure that the final data column is set correctly for the webhook. using Pabbly Connect

In the Google Sheets, go to Extensions > Add-ons > Get Add-ons, and search for Pabbly Connect Webhooks. Install this add-on if you haven’t done so already. After installation, refresh your Google Sheets to see the Pabbly Connect Webhooks option appear under Extensions.

• Install the Pabbly Connect Webhooks add-on in Google Sheets.
• Set the trigger column to the final data column where responses will be sent.
• Test the connection to ensure data flows correctly to Pabbly Connect.

This step is crucial as it ensures that every submission from Google Forms is recorded in your Google Sheets and subsequently sent to Pabbly Connect for email automation.

4. Sending Onboarding Emails Automatically via Gmail

Now that you have set up the trigger and linked Google Sheets, it’s time to configure Gmail to send the onboarding emails. In Pabbly Connect, add a new action step and select Gmail as the action application. Choose ‘Send Email’ as the action event. using Pabbly Connect

Connect your Gmail account to Pabbly Connect by signing in and granting the necessary permissions. Fill in the required fields such as the sender name, recipient email address (mapped from the Google Forms response), subject, and email content. Make sure to personalize the email by mapping the client’s name from the form submission.

Select Gmail as the action application and ‘Send Email’ as the action event. Map the recipient’s email address to ensure dynamic responses. Personalize the email content with the client’s name and other details.

Once all details are filled, execute the workflow and test to confirm that the onboarding email is sent successfully. Check your Gmail inbox to verify receipt of the email.

5. Summary of Automating Onboarding Emails

In summary, using Pabbly Connect, you can automate the process of sending onboarding emails whenever a new Google Forms submission occurs. This integration streamlines your workflow and saves time by eliminating manual email sending.

To recap, you set Google Forms as the trigger, linked it with Google Sheets to capture responses, and configured Gmail to send personalized onboarding emails. This automation not only enhances efficiency but also improves client experience.

With Pabbly Connect, you can easily set up this workflow and enjoy the benefits of automation. Explore more features of Pabbly Connect to enhance your business processes further.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

By following this tutorial, you can effectively use Pabbly Connect to automate onboarding emails for new Google Forms clients, ensuring a seamless integration between Google Forms and Gmail.