Close More Deals with AI-Powered Personalized Emails

Learn how to automate email responses using Pabbly Connect and various applications like Google Forms and Perplexity AI for personalized customer interactions. 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. Accessing Pabbly Connect for Email Automation

To start automating your email responses using Pabbly Connect, first, visit the Pabbly website by typing Pabbly.com in your browser. Once on the site, you can sign in or sign up for a free account, which grants you 100 tasks monthly. This is a great way to explore how Pabbly Connect can fit into your business needs.

After signing in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that will automate your email responses. Click on the ‘Create Workflow’ button, select the new beta workflow builder, and name your workflow as ‘Close More Deals with AI Powered Personalized Emails.’ This sets the stage for integrating various applications with Pabbly Connect.

2. Setting Up Google Forms as a Trigger

In this section, we will set Google Forms as the trigger application in Pabbly Connect. The trigger will activate the workflow whenever a new form submission is received. Select Google Forms as your trigger application and choose the event ‘New Response Received.’ This means every time a customer fills out your Google Form, the workflow will initiate.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Connect Pabbly Connect to your Google Forms using the webhook URL provided.

Make sure to toggle the required button on the last field of your Google Form. This ensures all necessary information is collected. Once the form is set up, do a test submission to verify that the data is being captured correctly in Pabbly Connect.

3. Integrating Perplexity AI for Email Generation

Next, we will integrate Perplexity AI into our workflow to generate personalized email responses. After your Google Forms trigger is set, add a new action step and select Perplexity AI as your action application. Choose the ‘Create Chat Completion’ event, which will allow you to generate the email content based on the form responses. using Pabbly Connect

To connect to Perplexity AI, you will need an API key. If you don’t have an existing connection, click on the provided hyperlink to create a new token. Once connected, fill in the necessary fields, including the model selection and user role. Here’s how to set it up:

• Select ‘Sonar Pro’ as the model.
• Enter the prompt for generating the email, including customer details.
• Map the fields from Google Forms to ensure dynamic responses.

After filling in the details, click on ‘Save and Send Request’ to generate the email content. This email will be personalized based on the customer’s query, allowing you to respond effectively.

4. Sending Emails via Gmail

Once you have generated the email content using Perplexity AI, the next step is to send it through Gmail. Add another action step in your workflow and select Gmail as your action application. Choose ‘Send Email’ as the action event, which allows you to send the generated email directly to the customer.

Connect your Gmail account to Pabbly Connect by signing in and granting the necessary permissions. Fill in the required fields, such as the sender email address, recipient email address, and email subject. Ensure that you map the email content generated by Perplexity AI into the email body. This ensures that each email is personalized based on the customer’s query.

5. Summary of the Workflow

In this final section, we summarize how to effectively use Pabbly Connect to automate email responses. The workflow starts with Google Forms capturing customer queries, which triggers the integration. Perplexity AI then generates a personalized email based on the query, and Gmail sends this email to the customer.

This automation not only saves time but also enhances customer satisfaction by providing quick and personalized responses. By following these steps, you can set up a seamless workflow using Pabbly Connect to close more deals with AI-powered personalized emails.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect effectively integrates Google Forms, Perplexity AI, and Gmail to automate personalized email responses. This process enhances customer engagement and helps in closing more deals efficiently.