Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting pabbly.com. Sign in to your Pabbly Connect account to reach the dashboard.

From here, click on “Create Workflow” and select “Create from Scratch”. You will need to name your workflow and choose a folder to organize it. After naming, click on “Create” to proceed with your integration setup.

2. Setting Up Typeform as the Trigger Application

Next, you will set up Typeform as the trigger application in Pabbly Connect. Click on “Add Trigger” and select Typeform. The goal here is to capture form submissions as they come in.

  • Choose the trigger event as “New Entry”.
  • Click on “Connect” to establish a connection with Typeform.
  • Authorize your Typeform account by clicking “Connect with Typeform”.

After successfully connecting, select the appropriate form from the dropdown menu. For example, if you have a registration form, choose that form to capture relevant details.

3. Capturing Form Submissions from Typeform

To capture form submissions, you need to perform a test submission. Copy the provided link to your Typeform and paste it into a new tab. Fill in the required details such as first name, last name, email, and phone number, then submit the form.

Once the form is submitted, return to your Pabbly Connect workflow and wait for the webhook response. You should see the data captured successfully, confirming that your connection is working.

This step is crucial as it allows Pabbly Connect to retrieve the data from Typeform, which will be used in subsequent steps for Google Sheets and Gmail integration.

4. Adding Google Sheets as an Action Application

After capturing the form submissions, you will now add Google Sheets as the action application in your Pabbly Connect workflow. Click on “Add Action Step” and select Google Sheets.

  • Choose the action event as “Add New Row”.
  • Click on “Connect” to link your Google Sheets account.
  • Authorize your Google account to allow access to your sheets.

Once connected, select the specific spreadsheet where you want to store the leads from Typeform. Ensure you map the fields correctly to capture first name, last name, email, and phone number from the Typeform submissions.

5. Sending Personalized Emails via Gmail

The final step involves sending personalized emails using Gmail through Pabbly Connect. Click on “Add Action Step” again and select Gmail.

Choose the action event as “Send Email” and connect your Gmail account. After connecting, you can fill out the email details such as sender name, recipient email, subject, and content. Make sure to personalize the email by including the lead’s name captured from Typeform.

Once all details are entered, click on “Save and Send Test Request” to send a test email. Check your inbox to ensure the email has been delivered successfully. This completes the integration process using Pabbly Connect.

Conclusion

This tutorial demonstrated how to effectively use Pabbly Connect to integrate Typeform with Google Sheets and Gmail, allowing for seamless lead management and personalized email notifications. By following these steps, you can automate your workflow efficiently.