Instant Offer Emails via Google Forms and SendGrid

Learn how to send instant offer emails using Google Forms and Pabbly Connect. This tutorial walks you through the integration process step-by-step. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending instant offer emails, you first need to access Pabbly Connect. Navigate to the Pabbly Connect website by typing Pabbly.com/connect in your browser. You will be presented with options to either sign in or sign up for a free account.

If you’re new to Pabbly Connect, click on the ‘Sign Up Free’ option. Existing users can simply sign in. Once signed up, you will receive 100 free tasks every month to practice using Pabbly Connect effectively.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the automation to send emails based on Google Form submissions. using Pabbly Connect

• Click on ‘Create Workflow’.
• Select the workflow builder (Beta or Classic).
• Name your workflow (e.g., ‘Send Offer Emails to Google Form Leads’).

Once you have named your workflow and selected the appropriate folder, click on the ‘Create’ button. Now you are ready to add a trigger to initiate your workflow.

3. Setting Up the Google Forms Trigger

The first step in your workflow is to set up the trigger. In this case, the trigger will be a new response in Google Forms. Click on the ‘Add Trigger’ button and search for ‘Google Forms’ in the application list.

Select ‘New Response Received’ as the trigger event. Once selected, click on the ‘Connect’ button to establish a connection. You will receive a webhook URL that acts as a bridge between Google Forms and Pabbly Connect.

• Copy the webhook URL provided.
• Go to your Google Form and navigate to ‘Responses’.
• Click on ‘View in Sheets’ to open the connected Google Sheet.

Once in the Google Sheet, you need to set up the webhook by going to Extensions > Add-ons > Get Add-ons and search for the Pabbly Connect Webhook. Install it and configure it by pasting the webhook URL in the initial setup box.

4. Configuring SendGrid to Send Emails

After successfully setting up the trigger, the next step is to configure SendGrid to send the offer emails. In your Pabbly Connect workflow, click on ‘Add New Action Step’ and search for SendGrid.

Select the action event as ‘Send Email’. You will then be prompted to connect your SendGrid account by entering your API key. To obtain your API key, log in to your SendGrid account, navigate to Settings > API Keys, and create a new API key.

Enter the API key in Pabbly Connect. Map the email fields to include the recipient’s email from the Google Form. Set the email subject and content, mapping the lead’s name as needed.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to test the email sending functionality. Check your Gmail to confirm that the email has been received.

5. Conclusion: Automate Your Email Processes with Pabbly Connect

By following these steps, you can effectively automate the process of sending instant offer emails using Google Forms and SendGrid through Pabbly Connect. This integration not only saves time but also ensures that your leads receive timely responses.

Start using Pabbly Connect today to streamline your email automation processes and enhance your business efficiency. With this powerful tool, you can create many more automations to suit your business needs.

In this tutorial, we explored how to utilize Pabbly Connect to integrate Google Forms and SendGrid for sending instant offer emails. Implementing these steps will help you manage your leads more effectively.