How to Send Thank-You Emails with Next Steps Automatically Using Gmail for Typeform Leads

Learn how to automate sending thank-you emails for Typeform leads using Pabbly Connect with Gmail. Step-by-step tutorial included! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate sending thank-you emails with Pabbly Connect, first, access the platform by navigating to Pabbly Connect through your browser. This is the central hub where you will create workflows to connect Gmail and Typeform seamlessly.

Once on the Pabbly website, sign in to your existing account or create a new one. New users can sign up for free and receive 100 tasks monthly. After logging in, you’ll be directed to the Pabbly apps page, where you can select Pabbly Connect to start building your workflow.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button in Pabbly Connect. You need to select either the classic or beta version of the workflow builder; for this tutorial, choose the classic version. Name your workflow as ‘Send Thank You Email with Next Steps Automatically Using Gmail for Typeform Leads’ and select a folder for organization.

• Click on the plus icon to create a new folder if needed.
• Select the trigger as Typeform and the action as Gmail.

After naming the workflow and organizing it into a folder, click ‘Create’. This will set up your workflow framework, with trigger and action boxes appearing on the screen. The trigger will be set to activate when a new Typeform submission occurs, prompting an email to be sent via Gmail.

3. Setting Up Typeform Trigger in Pabbly Connect

In this section, you will configure the Typeform trigger in Pabbly Connect. Select Typeform as the trigger application and choose the event as ‘New Entry’. Click on ‘Connect’ to establish a connection. If you don’t have an existing connection, select ‘Add New Connection’ and authorize Pabbly Connect to access your Typeform account.

After connecting, you need to select the specific Typeform you want to use. This is done by choosing it from a dropdown menu. Click ‘Save and Send Test Request’ to initiate a test submission. You will need to fill out the Typeform to capture the response in Pabbly Connect.

4. Configuring Gmail Action in Pabbly Connect

Next, configure the Gmail action in Pabbly Connect. Select Gmail as the action application and choose ‘Send Email’ as the action event. Similar to the trigger setup, connect your Gmail account by allowing Pabbly Connect access. Once connected, you will need to fill in the email details.

• Enter the sender’s name and email address.
• Map the recipient’s email from the Typeform response.
• Specify the email subject and body content.

Once all fields are filled out, click ‘Save and Send Test Request’ to execute the workflow. Check your Gmail inbox to confirm that the thank-you email has been sent successfully.

5. Testing and Verifying the Integration

After setting up both the Typeform trigger and Gmail action in Pabbly Connect, it’s crucial to test the entire workflow. Perform a test submission on your Typeform to see if the thank-you email is sent automatically. If everything is configured correctly, you should receive the email in your inbox almost instantly.

In the test email, you should see a personalized message thanking the lead and outlining the next steps. This confirms that Pabbly Connect successfully captured the Typeform submission and triggered the Gmail action as intended. If there are any issues, revisit the workflow to check for errors in mapping or connections.

Conclusion

In this tutorial, we explored how to automate sending thank-you emails using Pabbly Connect to integrate Gmail with Typeform. This process not only saves time but also enhances communication with leads. By following these steps, you can set up your workflows efficiently and ensure timely responses to your Typeform submissions.