Learn how to automate sending welcome emails after new registrations in Typeform using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To send welcome emails automatically after new registrations via Typeform, you need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect landing page at Pabbly.com/connect. This automation platform is designed to facilitate seamless connections between various applications without requiring any programming skills.
On the Pabbly Connect homepage, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to get started. Existing users can simply sign in to access their dashboard. Once logged in, you will be ready to create your workflow.
2. Creating Your Workflow in Pabbly Connect
After logging into Pabbly Connect, the first step in creating your workflow is to click on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder and the classic one. It is recommended to select the new workflow builder for a modern and efficient interface.
- Click on ‘Create Workflow’.
- Choose the new workflow builder.
- Name your workflow and select a folder.
Once you have created your workflow, you will see the workflow window, which is crucial for setting up your trigger and action. The trigger signifies the event that starts the automation, while the action represents what happens as a result. In this case, the trigger will be a new entry from Typeform, and the action will be sending an email via Gmail.
3. Setting Up the Trigger with Typeform
In this step, you will configure the trigger for your workflow using Pabbly Connect. Click on the ‘Add Trigger’ button and select Typeform as your trigger application. Next, choose the event type as ‘New Entry’ and click on connect.
To connect your Typeform account, you will need to create a new connection. Click on ‘Add a New Connection’ and follow the prompts to authorize Pabbly Connect to access your Typeform account. Once connected, select the specific form you want to use for this automation, typically your registration form, and save your settings.
4. Sending Welcome Emails via Gmail
With the trigger set up, the next step is to configure the action that will send welcome emails using Gmail through Pabbly Connect. Click on ‘Add Action Step’ and select Gmail as your action application. Choose the action event as ‘Send Email’ and connect your Gmail account.
- Select ‘Send Email’ as the action event.
- Connect your Gmail account by signing in.
- Map the recipient’s email address from the Typeform response.
When mapping the email address, you can dynamically insert the email from the Typeform submission. Fill in the subject and content of the email, ensuring to personalize it with the lead’s name. After entering all required details, click on ‘Save and Send Test Request’ to verify that your setup is working.
5. Conclusion: Automate Your Welcome Emails
By following these steps, you can successfully automate the process of sending welcome emails to new users registering via Typeform using Pabbly Connect. This integration not only saves time but also ensures a consistent communication experience for your new users.
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Now, whenever a new registration occurs, the welcome email will be sent automatically without any manual intervention. This automation can significantly enhance your user engagement and streamline your onboarding process. Start using Pabbly Connect today to simplify your workflows and improve your business operations.