Automatically Send Email on Pabbly Form Builder Submission | Pabbly Form Gmail Integration

Learn how to automatically send emails on Pabbly Form Builder submissions. This tutorial covers integration with Gmail and Google Docs step-by-step. Discover practical methods for creating forms that collect exactly the information you need while maintaining a clean, professional interface.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Form Builder for Integration

To automatically send emails on Pabbly Form Builder submissions, you first need to access your Pabbly Form Builder account. If you are a new user, sign up for free to get started. Existing users can log in to their dashboard and begin creating a new workflow.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something like ‘Automatically Send Email on Pabbly Form Builder Submission’ to keep it organized. This step is crucial as it sets the foundation for your integration.

2. Setting Up the Trigger in Pabbly Form Builder

In this step, you will set up the trigger for your workflow using Pabbly Form Builder. Choose Pabbly Form Builder as your trigger application and select the trigger event as ‘New Form Submission.’ This ensures that every time a new form is submitted, the workflow will be triggered.

• Select the trigger application as Pabbly Form Builder.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go back to your Pabbly Form Builder account, navigate to the ‘Integrations’ section, and create a new webhook. Paste the copied URL and save the integration. This connects the form submission to your automation workflow.

3. Testing the Submission in Pabbly Form Builder

After setting up the webhook, it’s time to test your integration. Fill out your form with a test submission. For example, enter a name, email, phone number, and course name, then submit the form. This step is essential to ensure that the data is correctly sent to Pabbly Connect.

Once you submit the form, return to Pabbly Connect to check if the response was captured. You should see the submission details, including the name, email, phone number, and course name. This confirms that your Pabbly Form Builder is correctly integrated with Pabbly Connect.

4. Setting Up Actions with Google Docs and Gmail

Next, you will set up the action applications, Google Docs and Gmail, to complete the workflow. Start by selecting Google Docs as your action application and choose the action event ‘Create Document from Template.’ This allows you to generate a document based on the form submission details. using Pabbly Connect

• Connect your Google Docs account to Pabbly Connect.
• Select the template document you want to use for the confirmation letter.
• Map the variables from the form submission to the document template.

After creating the document, the next step is to set up Gmail to send an email to the student. Select Gmail as your action application and choose ‘Send Email’ as the action event. Connect your Gmail account and map the recipient’s email address from the form submission to ensure that the email is sent to the correct student.

5. Conclusion: Automating Email Notifications with Pabbly Form Builder

In conclusion, using Pabbly Form Builder to automate email notifications is a straightforward process. By following the steps outlined above, you can seamlessly integrate your form submissions with Google Docs and Gmail to send confirmation emails automatically.

This integration not only enhances communication with your students but also streamlines your workflow, saving you time and effort. Start using Pabbly Form Builder today to improve your email automation processes!