How to Create Your First Workflow Inside Pabbly Connect: A Step-by-Step Guide

Learn how to create your first workflow using Pabbly Connect to automate tasks between Google Forms and Gmail. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Create Your First Workflow

To begin using Pabbly Connect, navigate to the URL Pabbly.com/connect. Here, you will find options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up’ button to create your account, which will take less than two minutes and grant you 100 free tasks.

Once signed in, you will be directed to the applications page of Pabbly Connect. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create your workflow.

2. Creating a New Workflow in Pabbly Connect

On the Pabbly Connect dashboard, locate the ‘Create Workflow’ button on the right-hand side. Click on it, and a dialog box will appear prompting you to name your workflow. For this tutorial, we will name it ‘Google Forms Gmail Integration’ and then click on ‘Create’.

• Name your workflow appropriately for easy identification.
• Click on ‘Create’ to proceed to the next step.

After creating the workflow, you will see two important sections: Trigger and Action. The Trigger is the event that starts your workflow, while the Action is what happens as a result. In this case, we will set Google Forms as the trigger application.

3. Setting Up Google Forms as the Trigger Application

Select Google Forms from the list of trigger applications in Pabbly Connect. The trigger event will be ‘New Response Received’, which means the workflow will activate whenever a new response is submitted through the form.

Once you select the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL as you will need to integrate it into Google Forms. Ensure that the trigger application captures new data instantly, allowing real-time execution of the workflow.

4. Integrating Google Forms with Pabbly Connect

In your Google Forms account, navigate to the settings of your form. Ensure that the last field is marked as required to trigger the form submission. Next, go to the ‘Responses’ section and select the option to create a new spreadsheet for the form responses.

• Click on the three dots in the Responses section.
• Select ‘Select Response Destination’ and create a new spreadsheet.

Once the spreadsheet is created, return to Pabbly Connect and set up the Google Sheets integration by installing the Pabbly Connect Webhooks add-on. This will allow Pabbly Connect to receive data from your Google Form responses.

5. Setting Up Gmail as the Action Application

After configuring Google Forms, the next step is to set Gmail as the action application in Pabbly Connect. Select Gmail and choose the action event as ‘Send Email’. You will need to connect your Gmail account to Pabbly Connect by allowing necessary permissions.

Once connected, map the fields from the Google Form responses to the email fields in Gmail. For example, you can map the recipient’s email address from the form response, include a subject, and write the email body. Use the mapping feature to ensure that each response is personalized with the correct information.

Conclusion

In this tutorial, we demonstrated how to create your first workflow inside Pabbly Connect by integrating Google Forms and Gmail. By following these steps, you can automate the process of sending emails based on form submissions, streamlining your workflow significantly. With Pabbly Connect, you can easily manage and automate various applications to enhance productivity and efficiency.