Automate Email Sending with Pabbly Connect: ConvertBox Form Submission to SMTP

Learn how to automate email sending using Pabbly Connect with ConvertBox form submissions and SMTP. Step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating email sending with Pabbly Connect, first, access the platform. Open your browser and search for Pabbly Connect. You will be directed to the Pabbly Connect landing page. using Pabbly Connect

Here, you have options to either sign in or sign up for free. If you don’t have an account, click on the ‘Sign Up for Free’ button. This process takes just a few minutes and provides you with 100 free tasks each month. If you already have an account, simply sign in to access your dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up will appear asking you to name your workflow. Name it something descriptive, like ‘Send Email on ConvertBox Form Submission Using SMTP by Pabbly’. using Pabbly Connect

• Click ‘Create’ to proceed to the workflow setup.
• You will see two sections: Trigger and Action. The Trigger is what starts the workflow.

For the Trigger application, select ConvertBox. Then, choose the trigger event as ‘New Lead Submission’. This sets up the initial condition for your workflow, allowing it to respond to new submissions effectively.

3. Connecting ConvertBox with Pabbly Connect

Next, you will connect ConvertBox to Pabbly Connect. To do this, you need the VAB URL, which acts as a bridge between ConvertBox and Pabbly Connect. Copy the VAB URL provided in your Pabbly Connect workflow setup. using Pabbly Connect

Now, go to your ConvertBox account and locate the form you want to connect. Edit this form and navigate to the form settings. Under actions, select the option to go to the next tab and then proceed to the integrations section.

• Click on ‘Add Integration’ and select Webhook as your integration type.
• Paste the copied VAB URL into the Webhook URL field.
• Click ‘Add Integration’ to save your changes.

After successfully adding the integration, save your settings and finish the setup in ConvertBox. This step ensures that every form submission triggers the workflow in Pabbly Connect.

4. Setting Up SMTP Email Sending in Pabbly Connect

With the ConvertBox integration complete, return to Pabbly Connect to set up the email action. In the Action section, select SMTP by Pabbly. Choose the action event as ‘Send Email’. This action will send an email automatically every time a new lead is submitted through ConvertBox. using Pabbly Connect

To connect SMTP by Pabbly, click on ‘Connect’ and then ‘Add New Connection’. Fill in the required details for your email service provider, including hostname, username, password, encryption type, and port. After entering the details, click ‘Save’ to establish the connection.

Fill in the ‘From Name’ and ‘From Email’ fields with the necessary information. Use mapping to insert the user’s email address from the ConvertBox response.

Finally, complete the email setup by adding a subject and body for the email. Use HTML formatting if needed, and ensure to map user-specific information dynamically.

5. Testing the Integration

To ensure everything is working correctly, test the integration by creating a sample submission in your ConvertBox form. Fill in the form with dummy details and submit it. After submission, return to Pabbly Connect and check for the webhook response. using Pabbly Connect

If the integration is successful, you will see the response containing all details from the form submission. This confirms that Pabbly Connect has received the data correctly. Now, you can send a test email using the SMTP setup.

Click on ‘Save and Send Test Request’ to send the email. Check your email inbox to confirm receipt of the test email.

Upon receiving the email, you can verify that the automation is functioning as intended. Now, every time a new lead submits the ConvertBox form, an email will be sent automatically using SMTP by Pabbly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of sending emails upon ConvertBox form submissions. By following these steps, you can easily set up a seamless integration that enhances your workflow efficiency and improves user engagement.