Automate Webinar Emails Using Typeform & Airtable

Learn how to automate webinar emails using Typeform and Airtable with Pabbly Connect in this detailed tutorial. Step-by-step instructions included! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating webinar emails using Typeform and Airtable, you first need to access Pabbly Connect. Begin by opening a new tab and navigating to pabby.com/connect. This platform allows you to integrate various applications without any coding knowledge.

Once on the Pabbly Connect homepage, you will see options to sign in or sign up. If you’re new to Pabbly Connect, click on the ‘Sign Up Free’ option to create an account and get 100 free tasks every month. Existing users can simply log in. After logging in, you will be directed to the Pabbly Connect dashboard, where you can manage all your automation workflows.

2. Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘+ Create Workflow’ button. You will be prompted to choose between the new beta workflow builder and the classic version. Select the new beta version for a modern experience.

• Click on ‘+ Create Workflow’
• Choose the new beta version
• Enter the workflow name as ‘Automate Webinar Emails Using Typeform and Airtable’

Once you’ve created the workflow, the next step is to set up the trigger, which is essential for automation. Select Typeform as the trigger application and choose the ‘New Entry’ event. After clicking on the ‘Connect’ button, you will need to add a new connection to your Typeform account.

3. Setting Up Typeform in Pabbly Connect

After selecting Typeform as your trigger application in Pabbly Connect, you will be asked to connect your Typeform account. Click on ‘Connect with Typeform’ and grant the necessary permissions. Once connected, select the form you created for webinar registration.

To ensure you receive responses in a simple format, enable the toggle for simple response format. After that, click on ‘Save and Send Test Request’ to test the connection. You will need to submit a test entry in your Typeform to receive a webhook response, confirming that the integration is working correctly.

• Fill out the webinar registration form
• Submit the form to trigger the webhook
• Check for a successful response in Pabbly Connect

Once you receive the webhook response, it confirms that your Typeform is successfully integrated with Pabbly Connect and ready for further actions.

4. Sending Emails via Gmail through Pabbly Connect

Now that your Typeform is set up, the next step is to send an instant email to users via Gmail. In the workflow, click the ‘+’ button to add a new action step and select Gmail as the application. Choose the ‘Send Email’ action event and click ‘Connect’. If you have an existing connection, select it; otherwise, create a new connection. using Pabbly Connect

After connecting your Gmail account, fill in the sender name and the recipient email address. For the recipient, map the email address from the Typeform response. This dynamic mapping ensures that each user receives a personalized email. Write the email subject and content, using the mapped first and last names to address the user directly.

Enter the sender name as ‘Pabbly Team’ Map the recipient email from Typeform Compose the email subject and content

Once all fields are filled, click on ‘Save and Send Test Request’. Check your Gmail account to verify that the email has been received successfully, indicating that the automation is functioning correctly.

5. Storing Leads in Airtable through Pabbly Connect

The final step in this automation process is to store user leads in Airtable. Click the ‘+’ button once more in Pabbly Connect to add another action step, and select Airtable. Choose the ‘Create Record’ action event and connect your Airtable account. using Pabbly Connect

After connecting, select the base you created for Typeform leads. You will see all the fields from your Airtable base. Map the fields accordingly; for example, map the name, email, phone number, and company name from the Typeform response. This mapping is crucial for ensuring that data is accurately recorded in Airtable.

Select the Airtable base for Typeform leads Map each field from Typeform to Airtable Click ‘Save and Send Test Request’

Once you receive a positive response, check your Airtable account to confirm that a new record has been added with the mapped data. This completes your automation process, allowing you to efficiently manage webinar registrations.

Conclusion

In this tutorial, we explored how to automate webinar emails using Typeform and Airtable with the help of Pabbly Connect. By following the step-by-step instructions, you can easily set up a seamless workflow that saves time and enhances user experience. Automating these processes ensures instant responses and efficient data management for your webinars.