How to Connect Zoho Forms with Gmail (Step-by-Step)

Learn how to seamlessly connect Zoho Forms with Gmail using Pabbly Connect in this detailed step-by-step tutorial. Automate your workflow effortlessly! 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 Integration

To connect Zoho Forms with Gmail, you first need to access Pabbly Connect. Simply open a new tab and navigate to Pabbly.com/connect. If you are a new user, sign up for a free account to get started with 100 free tasks each month.

Once you have signed up or logged in, you will see the Pabbly Apps section. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the Pabbly Connect landing page where you can create your workflow.

2. Creating Your Workflow in Pabbly Connect

In this step, you will create a new automation workflow using Pabbly Connect. Click on the ‘Create Workflow’ button. Select the new beta method for a modern and flexible workflow. Name your workflow ‘Connect Zoho Forms with Gmail Step by Step’ and choose a folder for your workflow.

• Click on ‘Create’ to build your workflow.
• Understand the basic principles of triggers and actions in Pabbly Connect.
• Set up your trigger application as Zoho Forms.

After clicking create, you will set up your trigger. For the trigger application, select Zoho Forms and choose the event ‘New Form Submitted’. Click on the ‘Connect’ button to proceed.

3. Setting Up Zoho Forms with Pabbly Connect

Now, you will need to connect your Zoho Forms to Pabbly Connect. Copy the webhook URL provided by Pabbly Connect and open the Zoho Forms you created. Navigate to the ‘Integrations’ section and search for ‘Webhooks’.

• Click on ‘Configure Webhook’.
• Paste the copied webhook URL into the designated field.
• Set the content type to JSON and map the parameters such as first name, last name, phone number, and email.

After entering the parameters, click on the ‘Save’ button. This establishes the connection between Zoho Forms and Pabbly Connect. You can now proceed to test the form submission.

4. Testing the Form Submission

To test the integration, click on the ‘Access Form’ button to open your Zoho Form. Fill out the form with test data, such as a first name, last name, phone number, and email address. Click on the ‘Submit’ button to send the data.

Once the form is submitted, return to your Pabbly Connect workflow and check the trigger section. You should see the captured response with the details you entered. This confirms that Zoho Forms is successfully connected to Pabbly Connect.

5. Sending an Email via Gmail

Now that you have set up the trigger, it’s time to send an email through Gmail using Pabbly Connect. Add an action step and select Gmail as the action application. Choose the event ‘Send Email’ and click on the ‘Connect’ button.

Sign in with your Google account. Map the recipient email address from the previous step’s response. Fill in the subject and email content, including the lead’s name.

After entering all necessary details, click on the ‘Save and Send Test Request’ button. If successful, you will receive a confirmation response, and the lead will receive an email in their Gmail account. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, we detailed how to connect Zoho Forms with Gmail using Pabbly Connect. By following the outlined steps, you can automate email notifications for form submissions effortlessly. Enjoy the benefits of streamlined workflows and enhanced productivity!