Automate Thank-You Emails with Pabbly Connect and Gmail

Learn how to automatically send thank-you emails to website form leads using Pabbly Connect and Gmail. Follow this detailed tutorial for a step-by-step guide. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To automate thank-you emails for leads captured from your website form, you will first need to access Pabbly Connect. This powerful integration platform allows you to connect different applications without any coding skills.

Visit Pabbly’s website and sign in to your account. If you are a new user, you can sign up for free and get started with 100 tasks monthly. After logging in, navigate to Pabbly Connect to begin creating your automation workflow.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, you will create a new workflow for sending thank-you emails. Click on the ‘Create Workflow’ button and choose the new beta workflow builder for a more flexible experience.

• Select a name for your workflow, such as ‘Send Thank You Emails Automatically Using Gmail for Website Form Leads’.
• Choose a folder for your workflow, like ‘Forms Automations’.
• After naming and selecting the folder, click on ‘Create’.

Your workflow is now set up, and you can begin adding the trigger and action steps required to automate the email process.

3. Setting Up the Trigger in Pabbly Connect

The next step is to set up a trigger that will start the automation process. In Pabbly Connect, select ‘Webhook by Pabbly’ as your trigger application. This will allow you to capture leads from your website form.

Choose the trigger event as ‘Catch Webhook’ and click on ‘Connect’. This will provide you with a webhook URL. You will need to integrate this URL into your website form’s code to establish the connection.

• Open your website form code in a text editor.
• Paste the webhook URL into the form code.
• Save the changes and refresh your form.

After refreshing, you can submit a test lead to ensure that the webhook is capturing the data correctly.

4. Sending Emails with Gmail Integration

Now that your trigger is set up, the next step in Pabbly Connect is to add an action step to send emails via Gmail. Click on ‘Add New Action Step’ and search for ‘Gmail’ as your action application.

Select ‘Send Email’ as the action event and click on ‘Connect’. If you already have a connection, select it; otherwise, create a new connection by signing in with your Google account and allowing permissions.

Enter the sender name and email address. Map the recipient’s email address from the webhook response. Fill in the subject line and email content, using dynamic mapping for personalization.

After entering all required details, click on ‘Save and Send Test Request’ to ensure that the email is sent successfully to the lead.

5. Conclusion: Automate Your Thank-You Emails

By following this tutorial, you have successfully set up an automation workflow using Pabbly Connect to send thank-you emails automatically to leads captured from your website form. This integration not only saves time but also enhances your communication with potential customers.

Remember, with Pabbly Connect, you can integrate various applications and automate numerous tasks to streamline your business processes. Start utilizing this powerful platform today to maximize your efficiency!