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Capture Product Demo Requests Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your business processes, you need to access Pabbly Connect. Navigate to the Pabbly Connect website and sign in. If you are new to the platform, you can quickly create a free account in just a couple of minutes.

Once signed up, you’ll receive 100 free tasks every month to explore the features of Pabbly Connect. This allows you to test various automations and connect different applications seamlessly.

2. Creating Your Automation Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the “Create Workflow” option. You’ll find three options: create from scratch, create using AI, or create using quick builder. For this tutorial, we’re using the quick builder for its simplicity.

Select “Typeform” as the trigger application.
Choose the trigger event as “New Entry”.
Connect to your Google Chat for notifications.
Set up Gmail to send confirmation emails.

This setup ensures that every time a new entry is made in Typeform, notifications are sent to your team and confirmation emails are dispatched to clients.

3. Connecting Typeform, Google Chat, and Gmail

Next, we need to build connections between Typeform, Google Chat, and Gmail using Pabbly Connect. Start by clicking the “Connect” button next to Typeform. You will authorize your Typeform account to establish a connection.

Once connected, select the specific form you want to use for demo requests. After selecting the form, click on “Save and Send Test Request” to capture a test response. This step is crucial for ensuring the data flows smoothly into your workflow.

Authorize Google Chat by adding a webhook URL.
Enter the required message format for notifications.
Map the fields dynamically to personalize notifications.

Mapping allows you to replace static text with dynamic data, ensuring every notification contains the correct client details.

4. Testing Your Automation in Pabbly Connect

After setting up the connections, it’s time to test your automation. Submit a test entry through your Typeform to see if Pabbly Connect captures the response correctly. You should see the data reflected in your Google Chat and Gmail.

For the email setup, provide the sender name, recipient email (mapped from the Typeform response), and a subject line. Then, click on “Save and Send Test Request” to verify the email is sent correctly.

Once you receive notifications in Google Chat and confirmation emails in Gmail, you can be confident that your automation is functioning as intended. This setup automates the entire process of notifying your team and confirming client requests.

5. Conclusion: Automate with Pabbly Connect

In conclusion, using Pabbly Connect allows you to automate the process of managing product demo requests efficiently. By integrating Typeform, Google Chat, and Gmail, every submission triggers instant notifications and confirmations.

This automation not only saves time but also enhances communication within your team and with clients. Start using Pabbly Connect today to streamline your business processes!