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Automatically Email Real Estate Leads from Typeform Using Gmail!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for automatically emailing real estate leads, first visit the Pabbly website. You can access it by typing pabbly.com in your browser.

Once on the website, sign in to your existing account or create a new one by clicking on the “Sign Up Free” option. After signing in, navigate to the Pabbly Connect dashboard, where you can create workflows that integrate Typeform with Gmail.

2. Creating a Workflow in Pabbly Connect

The next step is to create a new workflow in Pabbly Connect. Click on the “Create Workflow” button and name it “Automatically Email Real Estate Leads from Typeform”. Select the folder you want to save this workflow in, such as “Tasks All Automation”.

Click on the “Create” button to initiate the workflow.
Set the trigger for the workflow, which will be activated when a new form submission occurs.
Select Typeform as the trigger application and Gmail as the action application.

This setup allows you to automatically send an email whenever a new lead is submitted through Typeform, thanks to Pabbly Connect.

3. Setting Up the Trigger with Typeform

In this section, you will configure the trigger in Pabbly Connect by selecting Typeform. Choose the event “New Entry” to capture new submissions. Click “Connect” and if you don’t have an existing connection, select “Add New Connection”.

You will then be prompted to log in to your Typeform account. Once logged in, authorize the connection. After that, you need to select the specific Typeform you want to use for this integration. In this case, select the registration form you created for your real estate leads.

4. Capturing Webhook Response in Pabbly Connect

To capture the webhook response, you need to submit a test form. Click on the “Share” button in Typeform to get the link to the form. Open the link in a new tab and fill out the form with dummy data, including your name and email address.

Enter your name, email, and phone number in the form fields.
Click the “Submit” button to send the test response.
Return to Pabbly Connect to see the captured data.

After submitting, you should see the response data captured in Pabbly Connect. This confirms that the connection is working properly, allowing for seamless email automation.

5. Setting Up Gmail Action in Pabbly Connect

Now, it’s time to set up the action step using Gmail in Pabbly Connect. Select Gmail as the action application and choose the event “Send Email”. Click “Connect” to establish the connection.

Log in to your Gmail account and authorize the connection. Fill out the required fields, including the sender name, sender email, recipient email (which is captured from Typeform), subject, and body of the email. Personalize the email by including the recipient’s name from the Typeform submission.

Finally, click “Save and Send Test Request” to send a test email. Check your Gmail inbox to confirm that the email was received correctly. This demonstrates how Pabbly Connect effectively automates your email process for real estate leads.

Conclusion

In this tutorial, we covered how to use Pabbly Connect to automatically email real estate leads from Typeform using Gmail. This integration streamlines your workflow, ensuring timely communication with your leads.