Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin automating your workflows, access Pabbly Connect by visiting pabby.com. This platform serves as the core integration tool for connecting your applications.

Once on the site, sign in or create a new account. Existing users can click on “Sign In” while new users should opt for “Sign Up for Free” to get started with 100 free tasks monthly. This allows you to explore the features of Pabbly Connect before committing to a paid plan.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on the “Create Workflow” button. Name your workflow something descriptive, like “Send Thank You Email with Special Offers for Typeform Leads.”
This workflow will automate the process of gathering leads from Typeform and sending them emails through Gmail.

  • Click on the “Create” button.
  • Select the folder for your workflow.
  • Confirm the creation of your workflow.

Once created, you will see a box prompting you to select your trigger application, which will activate the workflow whenever a new form submission occurs.

3. Setting Typeform as the Trigger Application

In this step, select Typeform as your trigger application in Pabbly Connect. The trigger event will be set to “New Entry,” which means the workflow will kick off whenever someone submits a form.

Click on “Connect” and, if you have an existing connection, choose to save it. If not, click on “Add New Connection” and log into your Typeform account. Accept the connection request to establish a link between Typeform and Pabbly Connect.

  • Select the desired form from your Typeform account.
  • Save and send a test request to capture the form data.

After submitting a test entry, check if the data is received successfully in Pabbly Connect. This confirms that your connection is working as intended.

4. Adding Airtable as the Action Application

Next, you will add Airtable as an action application in Pabbly Connect. This step is crucial for storing the form submission data into your Airtable database.

Select “Create Record” as the action event and click on “Connect”. If you have an existing connection, you can save it, or create a new one by logging into your Airtable account and granting the necessary permissions.

  • Choose the Airtable base you want to add records to.
  • Map the fields from Typeform to the corresponding fields in Airtable.

By mapping the fields, you ensure that every new submission is correctly recorded in Airtable, allowing for efficient data management.

5. Sending Emails via Gmail

Finally, integrate Gmail to send a personalized email to each lead captured through Typeform. In Pabbly Connect, select Gmail as your action application and choose “Send Email” as the action event.

Connect your Gmail account and fill in the required fields such as sender name, recipient email, subject, and email content. Make sure to map the email recipient from the Typeform submission data.

  • Craft a personalized email message for your leads.
  • Click “Save and Send Test Request” to verify the email sending functionality.

Once the email is sent, check your Gmail inbox to confirm receipt. This step finalizes the workflow, ensuring that every lead receives a thank-you email along with special offers.

Conclusion

Using Pabbly Connect, you can seamlessly integrate Typeform, Airtable, and Gmail to automate your lead management process. This integration not only saves time but also enhances your communication with leads, ensuring they receive timely responses.