Automate Email Responses with Pabbly Connect and Jotform Integration

Learn how to automate email responses using Pabbly Connect with Jotform and Gmail. This step-by-step tutorial covers every detail of the integration process. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Automation

To start using Pabbly Connect, first, access the dashboard by clicking on the provided link. If you are a new user, sign up for an account, which takes less than two minutes. Existing users can simply log in to their accounts.

Once logged in, you will see the main dashboard. Here, click on the ‘Create Workflow’ button to begin setting up your integration. You can name your workflow according to its purpose, such as ‘Send Email for Webhook Responses’.

2. Setting Up Webhook Trigger in Pabbly Connect

In this step, we will set up the webhook trigger in Pabbly Connect. Click on the ‘Webhook by Pabbly’ option as your trigger application. This webhook URL will be used to receive data from other applications, such as Jotform.

• Select ‘Webhook by Pabbly’ as the trigger application.
• Copy the generated webhook URL.
• Use this URL in the webhook section of your Jotform integration.

After copying the URL, navigate to your Jotform account. Go to the settings of the form you want to integrate, select ‘Integrations’, and find the webhook option. Paste the copied URL here and complete the integration.

3. Testing the Webhook Integration with Jotform

Now that the webhook is set up, we will test the integration using Pabbly Connect. To do this, submit a test response on your Jotform. Fill in the required fields and submit the form.

• Fill out the form with test data like first name, last name, email, and phone number.
• Submit the form to trigger the webhook.

Once the form is submitted, return to Pabbly Connect and check if the response has been received. You should see the data captured from your Jotform submission, confirming that the integration is successful.

4. Setting Up Email Action in Pabbly Connect

After verifying the webhook integration, we will now set up the email action in Pabbly Connect. Select Gmail as the action application and choose the ‘Send Email’ action event.

Connect your Gmail account by allowing Pabbly Connect access. Once connected, map the fields from the webhook response to the email fields. For example, use the email address received from the Jotform submission as the recipient’s email.

5. Finalizing and Testing the Integration

To finalize the integration, click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test email to the recipient using the mapped data from the Jotform submission. Ensure that the email content is customized to welcome the new lead.

Once you receive the test email in your inbox, the integration is confirmed to be successful. You can now test the entire workflow by submitting another response in Jotform and checking if the email is sent automatically. This completes the setup of your automated email responses using Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate email responses using Pabbly Connect with Jotform and Gmail. By following these steps, you can efficiently manage new leads and enhance your communication process.