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New Lead Received? Send Emails Automatically in Seconds

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate your lead emails, the first step is accessing Pabbly Connect. Open a new tab and enter the URL pabbly.com/connect.

Once on the homepage, you will see options for sign in and sign up free. If you are a new user, click on sign up free to create your account and receive 100 free tasks every month to explore Pabbly Connect.

2. Creating Your Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the workflow page. This is where you will set up the automation for sending emails to your leads.

Click on Add New Workflow.
Name your workflow appropriately.
Select Contact Form 7 as your trigger application.

This setup will allow Pabbly Connect to capture new leads from your Contact Form 7 submissions.

3. Setting Up the Trigger in Pabbly Connect

Now, let’s set up the trigger in Pabbly Connect. Choose New Form Submission as the event from Contact Form 7.

Next, click on the Connect button. You will receive a webhook URL that acts as a bridge between Contact Form 7 and Pabbly Connect. Copy this URL.

Log in to your WordPress account.
Navigate to your Contact Form 7 settings.
Paste the webhook URL in the Webhooks section and enable it.

By completing this step, you’re ensuring that every new lead will be captured by Pabbly Connect.

4. Configuring Email Action in Pabbly Connect

Now it’s time to set up the email action using Pabbly Connect. Click on Add New Action Step and select Gmail as your action application.

Choose Send Email as the action event. You will then need to connect your Gmail account to Pabbly Connect.

Enter the sender’s name and email address.
Map the recipient’s email address from Contact Form 7 responses.
Fill in the email subject and content.

By mapping the recipient’s email, you ensure that each lead receives a personalized email, enhancing their experience with your business through Pabbly Connect.

5. Testing Your Automation with Pabbly Connect

Finally, it’s time to test your automation. Click on Save and Send Test Request in Pabbly Connect. This will send a test email to ensure everything is working correctly.

Check your Gmail account to confirm that the email has been received. You should see the email with the subject and content you configured earlier.

If the test is successful, your automation is ready to go! Now, every time you receive a new lead through Contact Form 7, Pabbly Connect will automatically send an email, saving you time and effort.

Conclusion

In this tutorial, we explored how to automate lead emails using Pabbly Connect. By integrating Contact Form 7 and Gmail, you can enhance user experience and streamline your business processes. Start using Pabbly Connect today to automate your workflows!