Automate Typeform Leads to Airtable and Send Personalized Offers

Learn how to automate Typeform leads to Airtable and send personalized offers using Pabbly Connect in this step-by-step tutorial. 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 Automation

To start automating Typeform leads to Airtable, first, access Pabbly Connect by navigating to Pabbly.com/connect. This platform serves as the central hub for integrating various applications seamlessly.

Once on the Pabbly Connect page, you have options to sign in or sign up for a free account. New users can sign up to receive 100 free tasks monthly, while existing users can log in. After logging in, you will be directed to the Pabbly Connect dashboard, where you can manage your automation workflows.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Begin by clicking on the ‘Create Workflow’ button. You’ll be prompted to choose between the new beta version or the classic version of the workflow builder. For this tutorial, select the new beta version.

• Click on the ‘Create Workflow’ button.
• Enter the workflow name as ‘Send Personalized Offers for Typeform Leads’.
• Select the appropriate folder for your workflow.

After entering the workflow name and selecting the folder, click the ‘Create’ button. Your workflow is now set up and ready for the next step.

3. Setting Up the Trigger: Typeform

The next step is to set up the trigger application, which in this case is Typeform. In Pabbly Connect, search for Typeform in the app selection field and select it. Choose the event as ‘New Entry’ to trigger the workflow whenever a new form submission occurs.

After selecting the app event, click on the ‘Connect’ button. You will have the option to add a new connection or select an existing one. If you’re creating a new connection, follow the prompts to connect your Typeform account. Once connected, select the specific form you created earlier.

4. Action Setup: Sending Emails via Gmail

After setting up the trigger, the next action is to send personalized offers via Gmail. In Pabbly Connect, select Gmail as your action application. Choose ‘Send Email’ as the app event and click on the ‘Connect’ button.

• Select existing connection or add a new one.
• Map the recipient’s email address from the Typeform response.
• Compose the email content, including personalized details.

After completing the email setup, click the ‘Save and Send Test Request’ button to ensure everything is working correctly. Check your Gmail to confirm that the email has been sent successfully.

5. Storing Leads in Airtable

The final step is to store the leads in Airtable. In Pabbly Connect, add Airtable as another action application. Choose ‘Create Record’ as the app event and connect your Airtable account.

Once connected, select the base you created for storing Typeform leads. Map the necessary fields such as name, email, phone number, and company name from the Typeform response to the corresponding Airtable fields. After mapping the fields, click ‘Save and Send Test Request’ to verify that the data is being recorded correctly in Airtable.

After confirming the successful addition of a new record in Airtable, your automation setup is complete. Ensure that the toggle for the workflow is enabled for it to function without interruption.

Conclusion

By following these steps, you can effectively automate the process of capturing Typeform leads and sending personalized offers using Pabbly Connect. This integration not only saves time but also ensures that your leads are managed efficiently across platforms.