How to Trigger Automated Email Sequence in Kit After Form Fill Using Pabbly Connect

Learn how to trigger an automated email sequence in Kit after a form fill using Pabbly Connect. Step-by-step tutorial to streamline your workflow. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To trigger an automated email sequence in Kit after a form fill, we will use Pabbly Connect as our integration platform. First, open a new tab and go to Pabbly.com/connect. This will take you to the Pabbly Connect homepage.

On the homepage, you will see options to sign up or sign in. If you are a new user, click on ‘Sign up for free’. For existing users, click on ‘Sign in’. After signing in, navigate to the Pabbly Connect section by clicking on the ‘Access Now’ button. You will be directed to the Pabbly Connect dashboard, where you can manage your automation workflows.

2. Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. You will be presented with two options for workflow builders: the classic builder and the new beta version. Choose the new beta version for a better experience. using Pabbly Connect

• Click on the ‘Select’ button to proceed.
• In the dialog box, name your workflow (e.g., ‘Trigger Automated Email Sequence in Kit After Form Fill’).
• Select a folder for your workflow.

After entering the workflow name and selecting a folder, click on the ‘Create’ button. Your workflow will be created successfully, and you will be taken to the workflow builder page.

3. Setting Up the Trigger in Pabbly Connect

In the workflow builder, the first step is to set up the trigger. Click on the plus icon to add a trigger, and select ‘Google Forms’ as the app. For the event, choose ‘New Response Received’.

After selecting the trigger, you will receive a webhook URL. This URL acts as a bridge between Pabbly Connect and Google Forms. Copy this URL and open your Google Form. Go to the ‘Responses’ section and click on ‘View in Sheets’ to create a Google Sheet linked to your form.

• In Google Sheets, click on ‘Extensions’ and then ‘Add-ons’.
• Install the ‘Pabbly Connect Webhooks’ add-on.
• Go back to ‘Extensions’, find ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’.

Paste the webhook URL in the setup and choose the trigger column (the last column of your data). Click ‘Send Test’ to ensure the setup is configured successfully.

4. Adding the Action Step to Pabbly Connect

Now that the trigger is set up, it’s time to add an action step. Click on the plus button again and select ‘Filter by Pabbly’ as the app. Choose ‘Filter Values’ as the event and connect it. using Pabbly Connect

Map the sheet ID from the previous step to filter the responses correctly. Set the filter type to ‘equals’ and ensure the value matches the sheet ID. Click ‘Save and Send Test Request’ to confirm the filter works as expected.

After the filter, add another action step by clicking the plus button. Select ‘Kit’ as the app and ‘Add Subscribers to a Sequence’ as the event. If it’s your first time connecting Kit, enter your API key and secret from the Kit settings.

After entering the necessary information, click ‘Save’. You will now see fields for Sequence ID, Email, First Name, Tags, and Mobile Number.

5. Mapping Fields for the Email Sequence

To complete the setup, you need to map the fields correctly. Start with the Sequence ID by selecting your created sequence from Kit. Next, map the Email field with the email address from the Google Form response. using Pabbly Connect

For the First Name, select the full name field from the Google Form. If you have a Last Name field, you can leave it empty if you already included the full name. Finally, map the Mobile Number field as well.

Click on ‘Save and Send Test Request’. If successful, you will see the response indicating that the subscriber has been added. To verify, check the subscribers section in Kit to see if the new subscriber appears.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to trigger an automated email sequence in Kit after a form fill. By following these steps, you can streamline your lead engagement process effectively. Automate your workflows today with Pabbly Connect!