Instant Offer Emails via Google Forms and SendGrid

Learn how to send instant offer emails using Google Forms and SendGrid through Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending instant offer emails, you need to access Pabbly Connect. Simply go to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. Here, you will find options to sign up or sign in. If you are new, click on ‘Sign Up Free’ to create an account. Existing users can click ‘Sign In’.

Once logged in, you will be directed to the Pabbly Apps page. From there, select Pabbly Connect, which allows you to integrate various applications seamlessly. This platform is crucial for automating the email process through Google Forms and SendGrid.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to choose between the beta workflow builder and the classic version. Opt for the beta version for a modern experience. Name your workflow something like ‘Send Offer Emails to Google Form Leads’ and select the appropriate folder.

• Click on ‘Add Trigger’ to start the automation.
• Search for and select ‘Google Forms’ as your trigger app.
• Choose ‘New Response Received’ as your trigger event.

After setting up the trigger, you’ll receive a webhook URL. This URL acts as a bridge between Google Forms and Pabbly Connect. Make sure to copy this URL for the next steps.

3. Configuring Google Forms with Pabbly Connect

Now, navigate to your Google Form where you want to collect leads. Go to the ‘Responses’ tab and click on ‘View in Sheets’. This will take you to the linked Google Sheet. In the sheet, go to ‘Extensions’ and select ‘Add-ons’ to find the Pabbly Connect Webhook add-on.

• Search for ‘Pabbly Connect Webhook’ and install it.
• Once installed, go back to ‘Extensions’ and select ‘Pabbly Connect Webhook’ to set it up.
• Paste the webhook URL you copied earlier in the setup dialogue.

Finally, specify the trigger column, which is the last column in your Google Sheet. This setup ensures that every new response is sent to Pabbly Connect for processing.

4. Testing the Integration with Pabbly Connect

With the Google Form configured, it’s time to test the integration. Fill out the Google Form as a test lead. After submitting, check your Google Sheet to confirm that the response appears correctly. Once verified, go back to Pabbly Connect and click on ‘Send Test’. This action sends the test data to Pabbly Connect.

After sending the test, you should see the response in Pabbly Connect. This confirms the connection is working as intended. To enable continuous data flow, ensure that the ‘Send on Event’ option is activated in the Pabbly Connect Webhook settings. This allows new responses to be automatically sent to Pabbly Connect.

5. Sending Emails via SendGrid with Pabbly Connect

Now that the integration is set up, it’s time to send emails using SendGrid. In Pabbly Connect, click on ‘Add New Action Step’ and select SendGrid as your action app. Choose ‘Send Email’ as your action event. Click ‘Connect’ to set up your SendGrid account.

Enter your SendGrid API key to establish the connection. Map the email fields from the Google Form response to the SendGrid email fields. Customize your email subject and content dynamically using mapped fields.

After configuring the email, click on ‘Save and Send Test Request’. You should receive a confirmation that the email was sent successfully. Check your Gmail to see the instant offer email sent to the lead, demonstrating the power of Pabbly Connect in automating your email process.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate the sending of instant offer emails via Google Forms and SendGrid. By following these steps, you can streamline your lead management process and enhance customer engagement effectively.