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Link Your Zoho Forms to Gmail under 5 Minutes (No-Code Guide)

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Zoho Forms with Gmail, you first need to access Pabbly Connect. Visit the Pabbly website and sign up for an account if you haven’t already. Upon signing up, you will receive 100 free tasks every month, perfect for testing the integration.

Once you have logged in, navigate to the Pabbly Connect dashboard. Here, you can create and manage all your automation workflows. Click on the ‘Create Workflow’ button to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow using Pabbly Connect. Click on the ‘Create Workflow’ button, and you will have three options: create from scratch, using AI, or using the quick builder. For simplicity, select the quick builder option.

Select ‘Connect Zoho Forms with Gmail’ as your prompt.
Choose ‘New Form Submitted’ as the trigger event.
Select ‘Send Email’ as the action event.

After making these selections, Pabbly Connect will generate the workflow for you. Confirm the settings to proceed to the next step.

3. Setting Up Zoho Forms in Pabbly Connect

Now, let’s set up Zoho Forms as the trigger application in Pabbly Connect. Click on the Zoho Forms application in your workflow. You will see a webhook URL that needs to be copied. This URL will allow Pabbly Connect to receive data from Zoho Forms.

Next, go to your Zoho Forms account and open the form you wish to connect. Click on the ‘Integrations’ option and then select ‘Webhooks’. Here, paste the webhook URL you copied from Pabbly Connect. Ensure the content type is set to application/json and save the changes.

4. Configuring Gmail Integration in Pabbly Connect

With Zoho Forms set up, it’s time to configure Gmail as the action application in Pabbly Connect. Click on the Gmail application in your workflow and select ‘Connect’. You can either create a new connection or use an existing one.

Sign in with your Google account to authorize Pabbly Connect.
Map the fields from Zoho Forms to the corresponding fields in Gmail, such as recipient email and subject line.
Customize the email content as needed, ensuring you use mapped fields for personalization.

Once everything is set up, click on ‘Save and Send Test Request’ to verify that the integration works correctly. You should receive a confirmation email shortly after.

5. Testing the Integration Workflow

After setting up both Zoho Forms and Gmail in Pabbly Connect, it’s crucial to test the integration. Fill out the Zoho form to trigger the workflow. Once submitted, Pabbly Connect will capture the response and send an email via Gmail.

Check your Gmail account to confirm that the email has been received. The email should include personalized content based on the form submission. If everything looks good, ensure to enable the workflow toggle in Pabbly Connect to keep the automation active.

In conclusion, integrating Zoho Forms with Gmail using Pabbly Connect streamlines your workflow and saves you time on repetitive tasks. This automation ensures prompt responses to form submissions, enhancing customer experience. Follow these steps to set up your own integration today!