Learn how to send automated emails when a Jotform is submitted using Pabbly Connect. Follow this step-by-step tutorial for seamless integration with Gmail. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Jotform Integration
To start the process of sending an email when a form is submitted in Jotform, you need to access Pabbly Connect. Begin by navigating to the URL Pabbly.com/connect. This will take you to the landing page where you can either sign in if you are an existing user or sign up for free if you are new.
After signing in, you will reach the dashboard. Click on the ‘Create Workflow’ button on the right side. You will then be prompted to name your workflow. Enter a name like ‘Send an Email When a Form is Submitted in Jotform’ and click on ‘Create’. This sets the stage for integrating Jotform with Gmail through Pabbly Connect.
2. Setting Up Jotform as the Trigger in Pabbly Connect
In this step, you will configure Jotform as the trigger application in Pabbly Connect. Click on the Jotform icon and select the trigger event as ‘New Response’. This event will activate the workflow every time a new response is received from the form.
Once you have selected the trigger, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between Jotform and Pabbly Connect. You need to copy this URL and proceed to your Jotform account. Here’s how to set it up:
- Open your form in Jotform and click on the ‘Settings’ tab.
- Select ‘Integrations’ and search for ‘Webhook’.
- Paste the copied webhook URL into the ‘Add Webhook’ field and complete the integration.
Now your Jotform is connected to Pabbly Connect, ready to send data when a form is submitted.
3. Testing the Jotform Integration with Pabbly Connect
After setting up the webhook, it’s time to test the integration. Go back to your Jotform and click on ‘Preview Form’. Fill out the form with test data, including the name, email address, and any other required fields, then submit the form.
Once you submit the form, return to Pabbly Connect. You should see the data from the submission captured in the webhook response. This includes all the information you entered, such as the name and email address. This confirms that Pabbly Connect is successfully receiving data from Jotform.
4. Configuring Gmail as the Action in Pabbly Connect
Now that you have successfully set up Jotform as a trigger, the next step is to configure Gmail as the action application. In Pabbly Connect, select Gmail and choose the action event as ‘Send Email’. Click on ‘Connect’ to authorize Pabbly Connect to access your Gmail account.
You will need to select ‘Add New Connection’ and provide the necessary permissions. Once connected, you can start mapping the data from Jotform to the email fields. Mapping is crucial as it ensures that the email is sent to the correct recipient based on the form submission data.
- Map the email address from the Jotform response to the ‘To’ field in Gmail.
- Set a subject line such as ‘Registration Successful’.
- Compose the email content using the mapped name and any other relevant details.
This setup allows Pabbly Connect to send personalized emails automatically when a form is submitted in Jotform.
5. Finalizing the Workflow and Testing Email Delivery
After configuring the email settings in Gmail, click on ‘Save and Send Test Request’ in Pabbly Connect. This will initiate a test email to ensure everything is working correctly. Check the recipient’s inbox to confirm that the email has been received.
If the test is successful, you can further test the integration by submitting the Jotform again with different data. This will help ensure that Pabbly Connect consistently sends emails for every submission. Once satisfied with the results, your integration is complete, and you can start using it effectively.
Conclusion
Integrating Jotform with Gmail using Pabbly Connect allows you to automate email notifications seamlessly. This step-by-step guide has shown you how to set up the integration, ensuring that every form submission triggers an email to the user. With Pabbly Connect, managing your workflows becomes effortless and efficient.
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