Save Leads to Airtable & Auto-Send Discounts — Here’s How

Learn how to save leads to Airtable and auto-send discounts using Pabbly Connect in this detailed tutorial. Follow the steps for seamless integration! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating your tasks, you first need to access Pabbly Connect. Open a new tab and navigate to the Pabbly Connect website. Here, you can easily create an account if you’re a new user or log in if you already have an account.

Once logged in, you’ll be directed to the Pabbly Connect dashboard. This is where you can manage all your automation workflows. Click on the ‘Create Workflow’ button to start setting up your integration. Select the ‘New Beta Builder’ for a modern and flexible experience.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger that initiates the automation process. For our integration, the trigger will be a webhook provided by Pabbly Connect. Search for ‘Webhook by Pabbly’ in the trigger options and select it.

• Choose ‘Catch Webhook’ as the event.
• Copy the generated webhook URL.
• Paste this URL into your form’s code to connect it.

After saving the changes, refresh your form and submit a test lead. This will allow Pabbly Connect to capture the lead data, which includes the name, email address, and phone number.

3. Saving Leads to Airtable with Pabbly Connect

Once the trigger captures the lead data, the next step is to save this information into Airtable. To do this, you will add an action step in Pabbly Connect. Search for ‘Airtable’ in the action app options.

• Select ‘Create Record’ as the action event.
• Connect your Airtable account by adding a new connection.
• Choose the base you created for saving leads.

Map the fields from the webhook data to the respective fields in Airtable. This ensures that every time a new lead is captured, their details are automatically saved in your Airtable base.

4. Auto-Sending Discounts via Gmail

After successfully saving the lead data into Airtable, you can set up the next action to auto-send discount coupons via Gmail. In Pabbly Connect, add another action step and search for ‘Gmail’.

Select ‘Send Email’ as the action event. Connect your Gmail account. Fill in the required fields like recipient email, subject, and email content.

While filling out the email fields, map the recipient’s email address from the previous webhook data. This ensures that each lead receives a personalized discount email automatically.

5. Conclusion: Automating Your Business with Pabbly Connect

In this tutorial, we’ve demonstrated how to use Pabbly Connect to automate the process of saving leads to Airtable and sending discount emails via Gmail. This integration not only saves time but also enhances your business efficiency.

By following the steps outlined, you can easily set up this automation for your own business. With Pabbly Connect, you can create countless other automations to streamline your workflows and focus on growing your business.