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 detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Automation

Pabbly Connect serves as a powerful automation platform that simplifies the integration of various applications. In this tutorial, we will leverage Pabbly Connect to automate the process of sending Typeform leads to Airtable and Gmail. This integration allows for seamless data management and personalized communication.

To get started, visit Pabbly Connect at Pabbly.com/connect. Once there, you can either sign up for a new account or log in if you are an existing user. Upon entering the dashboard, you can create workflows that connect Typeform, Airtable, and Gmail effortlessly.

2. Setting Up the Integration with Typeform

To initiate the automation, we first need to set up the trigger application, which is Typeform. In Pabbly Connect, select Typeform as your trigger application and choose the event as ‘New Entry.’ This will allow Pabbly Connect to capture any new form submissions made through Typeform.

• Select ‘New Entry’ as the app event.
• Connect your Typeform account by clicking the ‘Connect with Typeform’ button.
• Choose the specific form you want to use for this automation.

Once your Typeform account is connected, you can test the connection by submitting a test entry in your Typeform. This will provide Pabbly Connect with the necessary data to proceed with the next steps in the workflow.

3. Sending Personalized Offers via Gmail

After successfully setting up Typeform, the next step is to send personalized offers through Gmail. In Pabbly Connect, select Gmail as your action application and choose the event as ‘Send Email.’ This action will allow you to automatically send an email to each user who submits the Typeform.

• Connect your Gmail account by selecting ‘Add New Connection’ or using an existing one.
• Map the recipient’s email address from the Typeform submission to ensure personalized delivery.
• Customize the email subject and body, including dynamic fields like the user’s name.

Once you have configured the email settings, send a test email to verify that the integration works as expected. This ensures that each user receives their personalized offer promptly.

4. Storing Leads in Airtable

The final step in this automation process is to store the leads in Airtable. In Pabbly Connect, select Airtable as your action application and choose ‘Create Record’ as the event. This allows you to save the information collected from Typeform directly into your Airtable database.

Connect your Airtable account by selecting ‘Add New Connection’ or using an existing connection. Select the base and table where you want to store the leads. Map the fields from Typeform to corresponding fields in Airtable (e.g., name, email, phone number, company).

After setting up the mapping, send a test request to ensure that a new record is created in Airtable. This confirms that all leads are stored efficiently without any manual effort.

5. Finalizing the Automation Workflow

With all steps completed, it’s time to finalize your automation workflow in Pabbly Connect. Ensure that all connections are properly configured and that the toggle to enable the workflow is activated. This is crucial for the automation to function correctly.

Once enabled, your workflow will automatically send personalized offers to users and store their details in Airtable whenever a new form submission occurs in Typeform. This seamless integration saves time and enhances user engagement.

To conclude, always monitor the performance of your workflow through the Pabbly Connect dashboard. If you encounter any issues, the Pabbly Community is available for support and guidance.

Conclusion

In this tutorial, we explored how to automate Typeform leads to Airtable and send personalized offers using Pabbly Connect. This integration streamlines data management and enhances customer communication, making it an efficient solution for businesses.