How to Send Thank-You Emails via SendGrid for Typeform Submissions Using Pabbly Connect

Learn how to send automated thank-you emails via SendGrid for Typeform submissions using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send thank-you emails via SendGrid for Typeform submissions, you first need to access Pabbly Connect. Begin by opening a new tab in your browser and navigating to the Pabbly Connect landing page by typing Pabbly.com/connect.

Once the page loads, you have the option to either sign up for a free account or sign in if you are an existing user. After signing in, you will see all the tools offered by Pabbly, but your focus should be on Pabbly Connect for this integration.

2. Creating a Workflow in Pabbly Connect

To create the workflow that sends thank-you emails, click on the Pabbly Connect dashboard’s Create Workflow button. You will be prompted to choose between the new or classic workflow builder. Select the new workflow builder for a modern interface.

Next, enter a name for your workflow, such as Send Thank You Emails via SendGrid for Typeform Submissions, and select a folder to save it. Click on Create to proceed. This opens the workflow window where you will set up the trigger and action steps for your automation.

• Select Typeform as the trigger application.
• Choose New Entry as the trigger event.
• Connect to your Typeform account by clicking Connect.

After setting up the trigger, you will need to authorize Pabbly Connect to access your Typeform account. Make sure to grant the necessary permissions for the integration to work seamlessly.

3. Testing the Typeform Submission

With the trigger set, it’s essential to test the Typeform submission to ensure everything is functioning correctly. To do this, navigate to your Typeform and fill out the form you intend to connect with Pabbly Connect.

After submitting the form, return to the Pabbly Connect workflow window, where you will see that it has captured the webhook response. This response contains all the details from your test submission, including the lead’s name and email address.

• Ensure all details from the test submission are displayed correctly.
• Review the captured data before proceeding to the next step.

Once you confirm that the data is captured accurately, you can move on to set up the action step to send the thank-you email.

4. Sending Thank-You Emails via SendGrid

After confirming the Typeform submission, the next step is to add an action to send the thank-you email using SendGrid. In your Pabbly Connect workflow, click on Add New Action Step and select SendGrid as the action application.

For the action event, choose Send Email and click Connect. If you haven’t connected SendGrid before, you will need to create a new connection by entering your API key. You can generate this API key from your SendGrid account under settings.

Navigate to SendGrid settings and create a new API key. Copy the API key and paste it into Pabbly Connect. Map the email fields to personalize the email content.

After mapping the necessary fields, click on Save and Send Test Request to verify that the email is sent successfully. Check your Gmail to confirm receipt of the thank-you email.

5. Conclusion: Automate Your Thank-You Emails with Pabbly Connect

In this tutorial, you learned how to automate sending thank-you emails via SendGrid for Typeform submissions using Pabbly Connect. By following the steps outlined, you can ensure that every lead receives a prompt acknowledgment of their submission.

Utilizing Pabbly Connect streamlines your workflow, allowing you to focus on other important aspects of your business while maintaining excellent communication with your leads. Start implementing this automation today and enhance your customer engagement!