Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect, open a new tab and navigate to the official Pabbly Connect website. If you are new to Pabbly, click on the “Sign Up Free” option to create an account. Existing users can simply click on the “Sign In” option to access their accounts.

Once you log in, you will see all Pabbly applications. Click on the “Access Now” button under Pabbly Connect to enter the dashboard. Here, you can create and manage your automation workflows efficiently.

2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, click on the “+ Create Workflow” button. You will be presented with two options: “Create from Scratch” or “Create Using AI”. For this tutorial, select “Create from Scratch” to build your workflow manually.

  • Enter a name for your workflow, such as “How to Send Instant Emails and Log Website Leads in Google Sheets”.
  • Select a folder for your workflow, for example, “Pabbly Connect”.
  • Click on the “Create” button to finalize the setup.

Your workflow is now created successfully. The next step is to set up a trigger that will initiate the automation process whenever a new form submission occurs.

3. Setting Up the Trigger with Pabbly Connect

In Pabbly Connect, the trigger is the first application you need to select. For this setup, choose “Webhook by Pabbly”. This application acts as a bridge between your website form and Pabbly Connect.

After selecting the trigger application, choose the event as “Catch Webhook” and click the “Connect” button. You will be provided with a webhook URL, which you need to copy. This URL will be integrated into your website form’s code.

  • Open your website code and locate the section for the form submission.
  • Replace the existing webhook URL with the new one you copied from Pabbly Connect.
  • Save the changes and test the form submission.

Once you submit the form, Pabbly Connect will receive the data, confirming that the integration is working correctly.

4. Setting Up the Action Application for Email Notifications

Next, in Pabbly Connect, you need to set up the action application, which will send an email notification. Click on the plus icon and select “Gmail” as your action application.

Choose the event as “Send Email” and click on the “Connect” button. If you don’t have an existing connection, click on “Add New Connection” and sign in with your Google account. Grant the necessary permissions to allow Pabbly Connect to send emails on your behalf.

  • Enter the sender name and email address.
  • Map the recipient email address from the webhook response.
  • Customize the email subject and content based on the form submission.

After saving the configuration, you can test the email sending process to ensure everything is functioning as expected.

5. Storing Data in Google Sheets Using Pabbly Connect

Finally, to store the form submission data in Google Sheets, add another action application in Pabbly Connect. Select “Google Sheets” and choose the event as “Add New Row”.

Click on the “Connect” button. If you don’t have an existing connection, create one by signing in with your Google account. After connecting, select the spreadsheet you wish to use, such as “Website Form Leads”.

  • Map the fields from the webhook response to the corresponding columns in Google Sheets.
  • Choose the response format as “Simple” for easier data handling.
  • Save the configuration and test the integration.

Once tested, you will see that new entries are automatically added to your Google Sheets, confirming that the entire workflow is operational.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate email responses and store data in Google Sheets. By following these steps, you can enhance your business’s efficiency and ensure timely communication with leads.