Automate Special Promotion Emails with Pabbly Connect and Google Forms

Learn how to send special promotion emails automatically using Pabbly Connect, Google Forms, and Gmail. Follow this detailed tutorial to streamline your email marketing. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To automate sending special promotion emails, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing into your account. If you are a new user, you can sign up for free and get 100 tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that will automate tasks between applications like Google Forms and Gmail. This is essential for setting up the automation process.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a new workflow is straightforward. Click on the ‘Create Workflow’ button. You will have the option to choose between a modern or classic workflow builder. For this tutorial, select the modern beta version.

• Name your workflow as ‘Send Special Promotion Emails Based on Google Forms Details Automatically Using Gmail’.
• Select the folder where you want to save this workflow.

After creating the workflow, you will be prompted to set up a trigger application. This is crucial as it starts the automation process whenever a new Google Form submission occurs.

3. Setting Google Forms as the Trigger Application

To set up Google Forms as your trigger in Pabbly Connect, select it from the list of applications. Choose the trigger event as ‘New Response Received’. Click on ‘Connect’ to establish the connection.

Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between Google Forms and Pabbly Connect. You need to configure Google Forms to send data to this URL. Open your Google Form, go to the responses tab, and link it to a new Google Sheet.

• Ensure the last field in your form is marked as required.
• Set up the Google Sheets integration to capture form responses.

This setup ensures that every time a form is submitted, the data is sent to your Pabbly Connect workflow.

4. Generating Emails Using OpenAI in Pabbly Connect

After configuring Google Forms, the next step is to generate promotional emails using OpenAI through Pabbly Connect. Add a new action step in your workflow and select OpenAI as the application. Choose ‘Chat GPT’ as the action event and connect it.

You will need to enter your OpenAI API token to establish this connection. Once connected, you can set the AI model and input a prompt that instructs OpenAI to generate an email based on the form submission details.

Use mapping to dynamically insert form response data into the email prompt. Set guidelines for the email structure, including tone and content length.

This step ensures that each email is personalized and relevant to the lead based on their form responses.

5. Sending Emails Through Gmail Using Pabbly Connect

The final step is to send the generated email using Gmail. In Pabbly Connect, add another action step and select Gmail as your application. Choose ‘Send Email’ as the action event and connect your Gmail account.

Fill in the required fields such as sender name, recipient email (mapped from the form response), and email content (mapped from OpenAI). Set the subject line and click on ‘Save and Send Test Request’ to execute the workflow.

Make sure to check your Gmail inbox to confirm that the email was sent successfully. Ensure all mappings are correct to avoid any data discrepancies.

This integration allows for seamless communication with your leads, enhancing your marketing efforts.

Conclusion

Using Pabbly Connect, you can automate the process of sending special promotion emails based on Google Form submissions. This tutorial has guided you through the setup, ensuring you can efficiently manage your email marketing efforts.