Automate Thank You Emails for Jotform Leads with Pabbly Connect

Learn how to automate thank you emails for Jotform leads using Pabbly Connect in this detailed tutorial. Step-by-step instructions included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Automate Thank You Emails

To automate thank you emails for Jotform leads, you need to access Pabbly Connect. Start by visiting pabby.com/connect in your browser. Once there, you will see options to sign in or sign up.

If you are a new user, click on the ‘Sign Up Free’ option to create an account and receive 100 free tasks every month. If you already have an account, simply sign in to access the dashboard of Pabbly Connect.

2. Create a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be on the dashboard. To create your workflow, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to choose between the new beta version and the classic version.

For this tutorial, select the beta version for its modern features. In the ‘Create Workflow’ dialog box, name your workflow as ‘Automate Thank You Emails for Jotform Leads in Seconds’ and choose an appropriate folder for organization. Click on the ‘Create’ button to proceed.

3. Set Up the Trigger for Jotform

Now it’s time to set up the trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select Jotform as the application. Choose the event as ‘New Response’ to trigger the workflow whenever a new form submission is received.

• Select Jotform as the app.
• Choose ‘New Response’ as the event.
• Click ‘Connect’ to create a connection.

Upon connecting, a webhook URL will be generated. Copy this URL to integrate it with your Jotform account. In Jotform, access the settings of your form, select integrations, and add the webhook you just copied. This establishes the connection between Jotform and Pabbly Connect.

4. Test the Integration with Jotform Submission

To ensure that the integration is working correctly, perform a test submission in Jotform. Fill in the form with dummy data, such as first name, last name, email address, and phone number, then click on the submit button. You should see a confirmation message indicating that your submission has been received.

Return to Pabbly Connect to check if the webhook has received the response. You should see all the details from the form submission, including the lead’s information. This confirms that the trigger is set up correctly and is receiving data from Jotform.

5. Send Thank You Email via Gmail

Now that the trigger is set, it’s time to set the action to send a thank you email using Gmail. Click on the ‘Add Action’ button and select Gmail as your action application. Choose ‘Send Email’ as the event to initiate the email sending process. using Pabbly Connect

• Select Gmail as the action app.
• Choose ‘Send Email’ as the action event.
• Connect your Gmail account.

Fill in the required fields such as sender name, email subject, and email content. Map the email address from the Jotform submission to ensure the email is sent to the correct lead. Once everything is set, click on the ‘Save and Send Request’ button. You should receive a confirmation indicating that the email has been sent successfully.

Conclusion

In this tutorial, we have successfully demonstrated how to automate thank you emails for Jotform leads using Pabbly Connect. By following the steps outlined, you can efficiently connect Jotform and Gmail to streamline your lead follow-up process. This automation not only saves time but also enhances your communication with potential clients.