How to Send Webinar Invitations & Log Typeform Leads in Airtable Using Pabbly Connect

Learn how to automate sending webinar invitations and logging Typeform leads in Airtable using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Webinar Automation

In this section, we will explore how Pabbly Connect serves as the central platform for automating the process of sending webinar invitations and logging Typeform leads in Airtable. This integration streamlines the workflow by connecting these applications seamlessly.

As a business coach, managing leads efficiently is crucial. By utilizing Pabbly Connect, you can automate the tedious task of sending invitations and recording lead data without any coding skills. Let’s dive into the setup process.

2. Setting Up Pabbly Connect for Typeform and Gmail Integration

To begin, access Pabbly Connect by visiting its official website. If you’re a new user, you can sign up for free and enjoy 100 free tasks every month. Existing users can log in to their accounts.

• Navigate to the dashboard and click on the ‘Create Workflow’ button.
• Choose the old classic method to create your workflow.
• Name your workflow as ‘Send Webinar Invitations and Log Typeform Leads in Airtable’.

After setting up your workflow, you will see two windows: the trigger window and the action window. The trigger window captures the event that starts the automation, while the action window defines what happens next. This is where Pabbly Connect truly shines, allowing you to easily manage these integrations.

3. Trigger Setup with Typeform in Pabbly Connect

In this section, we will configure the trigger for our workflow. Select Typeform as your trigger application and choose ‘New Entry’ as the trigger event. This will capture new form submissions from Typeform.

Next, connect your Typeform account by clicking on the ‘Connect’ button and authorizing Pabbly Connect. You’ll then select the specific form, which in this case is the ‘Business Growth Webinar Registration’ form. After confirming the connection, you can test it by submitting a sample entry in your Typeform.

• Fill in the required fields such as first name, last name, email, and company name.
• Submit the form to trigger the automation.

Once the form submission is successful, you will see the captured response in Pabbly Connect, confirming that the integration is working correctly.

4. Sending Email Invitations via Gmail with Pabbly Connect

Now that we have our trigger set up, the next step is to send an email invitation using Gmail. Select Gmail as your action application and choose the action event ‘Send Email V1’.

Connect your Gmail account by clicking on the ‘Connect’ button and authorizing Pabbly Connect. Fill in the recipient’s email address using the mapped data from the Typeform submission. This ensures that each registrant receives their personalized webinar invitation.

Enter the sender’s name and the subject of the email. Compose the email content, including the webinar link. Click ‘Save and Send Test Request’ to send the invitation.

After executing the test request, check your Gmail account to confirm that the invitation has been sent successfully. This is how Pabbly Connect automates the email invitation process, saving you valuable time.

5. Logging Typeform Leads in Airtable Using Pabbly Connect

The final step in this automation process is to log the Typeform leads into Airtable. Select Airtable as your action application and choose the action event ‘Create Record’.

Connect your Airtable account by clicking on the ‘Connect’ button and authorizing Pabbly Connect. You will then need to select the base and table where the lead data will be stored. In this case, choose the ‘Webinar Registrants’ base and the corresponding table.

Map the fields from Typeform to Airtable, including name, email, phone number, and company. Set the email status to ‘Sent’ to track invitations.

After mapping the data, click ‘Save and Send Test Request’ to create the record. Refresh your Airtable to verify that the lead has been logged successfully. With Pabbly Connect, you can easily manage and automate this entire process, ensuring no lead is missed.

Conclusion

In conclusion, using Pabbly Connect to send webinar invitations and log Typeform leads in Airtable streamlines your workflow and enhances efficiency. By following the steps outlined in this tutorial, you can automate these processes without any coding skills. Start leveraging Pabbly Connect today to improve your lead management and webinar outreach!