Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To start automating emails to your leads, you need to access Pabbly Connect. Open your web browser and type in the URL: pabbly.com/connect. This will take you to the homepage where you can either sign in or sign up for a free account.

If you’re a new user, signing up gives you access to 100 free tasks per month, allowing you to explore the features of Pabbly Connect. Existing users can simply log in to their accounts to begin creating workflows.

2. Creating a Workflow in Pabbly Connect

Once logged in, navigate to the workflow page in Pabbly Connect. Here, you will create a new workflow for sending automated emails to leads. Name your workflow something descriptive, like “Send Automated Emails to New Leads Instantly.” This helps you identify the workflow later.

  • Select a trigger app, which will initiate the automation.
  • Choose Typeform as your trigger app, since it will collect lead information.
  • Set the trigger event to “New Entry” to activate when a new lead fills out the form.

Click on the connect button to establish a connection between Typeform and Pabbly Connect. You will be prompted to create a new connection if you haven’t done so already.

3. Setting Up Typeform Integration in Pabbly Connect

After establishing the connection, select the specific form you want to use from Typeform. This form will be the source of your new leads. Once selected, proceed to save and send a test request to ensure that Pabbly Connect can fetch data from Typeform.

To test the integration, fill out the Typeform with a new lead’s information, including their first name, last name, email, and phone number. After submission, Pabbly Connect will receive this data, confirming the integration is working correctly.

  • Ensure the form is correctly linked to Pabbly Connect.
  • Check that the response format is set to simple for easier data handling.
  • Confirm that the data fetched includes all necessary fields like email and name.

Once the test submission is successful, you’re ready to move to the next step of sending emails through Gmail.

4. Sending Emails with Gmail Using Pabbly Connect

Now that you have your leads’ information, it’s time to set up Gmail as your action app in Pabbly Connect. Select Gmail as the action app and choose the event “Send Email” to automate the email sending process.

You will need to connect your Google account to Pabbly Connect if you haven’t done so already. Once connected, you will see fields to fill out, such as the sender name, sender email, recipient email, subject, and body content of the email.

  • Map the recipient’s email address dynamically from the Typeform response.
  • Enter a subject line that reflects the purpose of the email.
  • Compose the email body, personalizing it by mapping the lead’s name.

After filling in all necessary fields, click on “Save and Send Test Request” to send a test email. Check your Gmail account to confirm that the email has been received successfully, indicating that the integration works as intended.

5. Conclusion: Automate Your Email Process with Pabbly Connect

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending emails to new leads from Typeform via Gmail. By following these steps, you can save time and ensure timely communication with your potential customers.

Automating your email process not only enhances efficiency but also allows you to focus on growing your business. Start using Pabbly Connect today to streamline your workflows and improve customer engagement.