Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin your integration process with Pabbly Connect, open a new tab and navigate to pabbl via paby.com/connect. This platform allows you to seamlessly automate and integrate multiple applications without coding.

If you are new to Pabbly, click on the “Sign Up Free” option to get 100 free tasks every month. Existing users should simply sign in. Once signed in, locate the Pabbly Connect app and click the “Access Now” button to reach the dashboard.

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect that automates product recommendations. Click on the “+ Create Workflow” button and select “Create from Scratch”. Name your workflow “Send Automated Product Recommendations for JotForm Leads Using Gmail” and select the folder as Pabbly Connect.

After clicking the “Create” button, your workflow will be successfully created. The next step is to set up the trigger application, which in this case is JotForm. Select JotForm as your trigger application and choose “New Response” as the app event.

  • Click on the “Connect” button.
  • Copy the provided webhook URL.
  • Follow the steps to connect your JotForm account with Pabbly Connect.

Once you have set up the trigger, you will be ready to connect JotForm to Pabbly Connect.

3. Connecting JotForm to Pabbly Connect

After copying the webhook URL from Pabbly Connect, navigate to your JotForm account. Open the form you created for product recommendations. Click on the “Settings” option, then select “Integrations” and search for “Webhooks”.

Paste the copied webhook URL into the designated field and click on the “Complete Integration” button. You should see a message indicating that the integration is ready. Next, publish the form and copy its URL to test the integration.

  • Fill out the form with test details.
  • Submit the form and check the workflow in Pabbly Connect.

Once the form is submitted, you should see a new response in your Pabbly Connect workflow, confirming that the connection is successful.

4. Setting Up Gmail for Automated Email Responses

Now, let’s configure Gmail to send personalized emails using Pabbly Connect. Select Gmail as your action application and choose “Send Email” as the app event. Click on the “Connect” button to establish the connection.

You will have the option to add a new connection or select an existing one. For this tutorial, choose “Add New Connection” and sign in to your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Gmail account.

  • Enter the sender name as “Smart Solutions PBT LTD”.
  • Map the recipient email address from the JotForm response.
  • Set the email subject and content dynamically using mapping.

After setting up your email details, click on the “Save and Send Test Request” button to verify that the email is sent correctly.

5. Finalizing Your Pabbly Connect Workflow

After successfully testing the email functionality, ensure that your workflow in Pabbly Connect is complete. Remember to enable the toggle switch to activate your workflow. If this toggle is not enabled, the automation will not function as intended.

Once everything is set up, your users will receive personalized product recommendations in their Gmail as soon as they submit the JotForm. This automation not only saves time but also enhances user engagement significantly.

Feel free to reach out if you encounter any difficulties during this integration process. You can also explore other automation possibilities with Pabbly Connect to further streamline your business operations.

Conclusion

This tutorial has demonstrated how to automate product recommendations from JotForm to Gmail using Pabbly Connect. By following these steps, you can enhance your customer engagement and streamline your operational processes effectively.