How to Integrate Pabbly Form Builder with Pabbly Email Marketing Using Pabbly Connect

Learn how to automate email responses from Pabbly Connect to Pabbly Connect using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Visit the Pabbly website and navigate to the Pabbly Connect dashboard. You can create a free account by clicking on ‘Sign Up Free’ or log in if you already have an account.

Once logged in, click on ‘Create Workflow’ to initiate a new automation. Name your workflow, for example, ‘Pabbly Form Builder to Pabbly Email Marketing’, and click ‘Create’. This sets the stage for connecting your applications through Pabbly Connect.

2. Setting Up the Trigger with Pabbly Form Builder

In this step, we will establish the trigger for our workflow using Pabbly Form Builder. In the trigger window, select ‘Pabbly Form Builder’ as the app and choose ‘New Form Submission’ as the trigger event. This event will activate the workflow whenever a new submission is made.

• Choose ‘Pabbly Form Builder’ in the app selection.
• Select ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL.

Next, head over to your Pabbly Form Builder account, select the form you wish to connect, and click on the three-dot menu to edit the form. In the integrations section, paste the webhook URL you copied from Pabbly Connect and save the changes. This connection allows Pabbly Connect to capture form submissions automatically.

3. Testing the Trigger in Pabbly Connect

After setting up the webhook, it’s time to test if the connection works. Go back to the Pabbly Connect dashboard and click on ‘Recapture Webhook Response’. This will prompt Pabbly Connect to wait for a form submission.

In a new tab, open the form you connected and fill in the required fields. For instance, enter a name, email address, and phone number, then submit the form. Once submitted, return to Pabbly Connect to check if the data has been captured successfully.

• Fill in the form fields with sample data.
• Submit the form to trigger the webhook.
• Verify that the submission data appears in Pabbly Connect.

Once you see the response in Pabbly Connect, you know that the trigger is set up correctly and ready for the next step.

4. Sending Email from Pabbly Email Marketing

With the trigger successfully configured, we will now set up the action to send an email using Pabbly Email Marketing. In the action window, search for and select ‘Pabbly Email Marketing’. Choose ‘Send Individual Email’ as the action event.

Connect your Pabbly Email Marketing account by adding a new connection. You will need an API token from your Pabbly Email Marketing account. To find this token, go to the integrations section of your Pabbly Email Marketing dashboard, select Developer API, and copy the token provided.

Select ‘Pabbly Email Marketing’ in the action app. Choose ‘Send Individual Email’ as the action event. Paste your API token to connect your account.

Once connected, select the email template you want to use for sending emails. Map the fields to include the user’s email address that was captured in the previous step. After configuring all necessary fields, click on ‘Save and Send Test Request’ to verify the setup.

5. Verifying Email Delivery

After sending the test email, check the recipient’s inbox to confirm successful delivery. Switch to the email account you used in the form submission and look for the email sent from Pabbly Email Marketing. This email should display the template you selected and include the correct sender information.

To ensure everything works seamlessly, you can perform additional tests by submitting the form multiple times with different email addresses. Each submission should trigger an email to the respective address. This demonstrates that Pabbly Connect effectively automates the process of sending emails based on form submissions.

Check the inbox for the test email. Submit the form with different email addresses to test. Verify that each submission triggers an email.

With these steps, you have successfully integrated Pabbly Form Builder with Pabbly Email Marketing using Pabbly Connect. This automation saves time and ensures timely communication with users.

Conclusion

In this tutorial, we explored how to automate the process of collecting responses from Pabbly Form Builder and sending emails through Pabbly Email Marketing using Pabbly Connect. By following these steps, you can streamline your workflow and enhance user engagement.