Learn how to automate email drafting from Google Forms responses using Pabbly Connect. Follow our step-by-step tutorial for seamless integration with Gmail. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin drafting emails from Google Forms responses, you need to access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. First, open your web browser and navigate to Pabbly Connect’s official website.
You can either sign up for a new account or log in if you already have one. Once logged in, you will be directed to the dashboard where you can create a new workflow. This is the starting point for integrating Google Forms with Gmail through Pabbly Connect.
2. Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will appear prompting you to name your workflow; you can name it something like ‘Draft Email on Google Form Response’.
- Select the appropriate folder for saving your workflow.
- Click on ‘Create’ to finalize your workflow setup.
Now, you will see two sections labeled Trigger and Action. The Trigger is the event that starts your workflow, while the Action is the task that follows. In this case, the Trigger will be Google Forms.
3. Setting Up Google Forms Trigger in Pabbly Connect
To set up the Trigger, select Google Forms from the list of applications in Pabbly Connect. You will then need to choose the event that triggers the workflow, which is ‘New Response Received’. This event will activate whenever a new form submission occurs.
Next, you will be provided with a Webhook URL. This URL acts as a bridge between Google Forms and Pabbly Connect. Copy this URL, as you will need to paste it into your Google Forms settings to establish the connection.
- Open your Google Form and go to ‘Responses’.
- Click on the ‘Google Sheets’ icon to create a response sheet.
After creating the sheet, go to ‘Extensions’ and search for the Pabbly Connect Webhooks add-on. Install it if you haven’t already, and then configure it to use the Webhook URL you copied earlier.
4. Configuring Gmail Action in Pabbly Connect
Once the Trigger is set up, the next step is to configure the Action. In Pabbly Connect, select Gmail as your Action application. Choose ‘Create Draft’ as the action event. This action will generate a draft email in your Gmail account based on the responses received in Google Forms.
To connect your Gmail account, click on ‘Connect’ and follow the prompts to allow Pabbly Connect access. After the connection is successful, you will need to fill in the details for the draft email such as the recipient’s email address and subject line.
Use mapping to insert dynamic data from Google Forms responses into your email content. Fill in the sender name and choose the email content type.
Make sure to customize the email content to reflect the information you want to relay to your customers, such as confirming their order details.
5. Testing the Integration
After setting up both the Trigger and Action in Pabbly Connect, it’s important to test the integration. Go back to your Google Form and submit a test response. This will trigger the workflow you just created.
Check your Gmail account under the Drafts folder to see if the email draft has been created successfully. The draft should include all the mapped details from the form submission, such as the customer’s name, product ordered, and quantity.
Verify that the draft email contains accurate information from the Google Forms response. If everything looks good, your integration is working perfectly.
This automated process will save you time and ensure that your customers receive prompt confirmation emails for their orders.
Conclusion
This tutorial demonstrated how to use Pabbly Connect to automate the drafting of emails from Google Forms responses. By following the steps outlined, you can efficiently manage customer communications and enhance your order processing workflow.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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