Automate Thank-You Emails for Website Form Leads with Pabbly Connect

Learn how to automate thank-you emails for website form leads using Pabbly Connect and SendGrid in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate thank-you emails for website form leads, you need to access Pabbly Connect. Start by visiting the URL Pabbly.com/connect. This platform will enable you to connect your website form (like LandingG) with SendGrid to send emails automatically.

Once you arrive at the Pabbly Connect page, you’ll see options to sign in or sign up. If you’re new, click on ‘Sign Up Free’ to create an account. Existing users can simply click on the ‘Sign In’ option. Pabbly Connect offers 100 free tasks every month for new users to practice their automation skills.

2. Creating a Workflow in Pabbly Connect

After signing in, you’ll be directed to your dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. This is where you will integrate LandingG and SendGrid using Pabbly Connect.

• Click on the ‘Create Workflow’ button.
• Select the ‘Beta’ workflow builder for a modern experience.
• Name your workflow (e.g., ‘Send Thank You Email Using SendGrid for Website Form Leads’).

After naming your workflow, choose the folder where you want to save it and click the ‘Create’ button. You’ll see a notification confirming that your workflow has been created successfully. This is the first step in setting up your automation.

3. Setting Up the Trigger with LandingG

In this section, you will set up the trigger for your workflow. A trigger is the event that starts your automation process in Pabbly Connect. For this integration, the trigger will be a new lead submission from LandingG.

Click on the ‘Add Trigger’ button and search for LandingG. Select it as your trigger app. You’ll then need to choose the event type, which is ‘New Lead from Landing Page’. After selecting this, click the ‘Connect’ button to proceed.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your LandingG account and edit the form settings.
• Paste the webhook URL into the integration settings of your form.

After saving the changes, your form will now send data to Pabbly Connect whenever a new lead fills it out. This completes the trigger setup.

4. Configuring SendGrid to Send Emails

Now that you have set up the trigger, it’s time to configure SendGrid to send thank-you emails. Click on the ‘Add New Action Step’ button in Pabbly Connect and search for SendGrid. Select it as your action app.

Choose the action event ‘Send Email’ and click on the ‘Connect’ button. If you don’t have an existing connection, you will need to create a new one. Enter your SendGrid API key to establish this connection, which you can find in your SendGrid account settings.

Navigate to SendGrid settings and generate a new API key. Copy the API key and paste it into Pabbly Connect. Map the fields such as recipient email, subject, and content of the email.

Once you have mapped the fields correctly, click on the ‘Save and Send Request’ button to test the email functionality. If everything is set up correctly, you should receive a thank-you email in your Gmail account.

5. Testing the Integration and Receiving Emails

To ensure that your automation works, you need to test the integration. Go back to your LandingG form and fill it out with a test lead. After submitting the form, check your Gmail account to see if the thank-you email was received.

Upon successful submission, you should receive an email with the details you entered in the form. This confirms that Pabbly Connect has successfully integrated LandingG and SendGrid to automate the email sending process.

If you encounter any issues, double-check the webhook URL in LandingG and the API key in SendGrid. Make sure all mappings in Pabbly Connect are correct to ensure seamless automation.

Conclusion

In this tutorial, we demonstrated how to automate thank-you emails for website form leads using Pabbly Connect and SendGrid. By following the steps outlined, you can enhance your business automation and improve communication with your leads.

Start using Pabbly Connect today to streamline your workflows and reduce manual tasks effectively!