How to Draft Emails from Google Forms Responses Using Pabbly Connect

Learn how to automate email drafting from Google Forms responses using Pabbly Connect. Step-by-step guide for seamless integration with Gmail. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Drafting

To begin drafting emails from Google Forms responses, you need to access Pabbly Connect. This platform allows you to automate tasks without coding. First, visit the Pabbly Connect website and log in or sign up for a free account.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This will direct you to the dashboard where you can create a new workflow. Here are the steps to follow:

• Visit the Pabbly Connect website.
• Sign up or log in to your account.
• Click on ‘Access Now’ to reach the dashboard.

After accessing the dashboard, you can start creating a new workflow to automate your email drafting process.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automating your email drafts. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Draft Email on Google Form Response’. You can save this workflow in a designated folder for easy access.

Next, you need to set up your trigger application. This will be Google Forms, as it will initiate the workflow whenever a new response is received. Select Google Forms from the available applications and choose the trigger event as ‘New Response Received’. Here’s how to proceed:

• Click on ‘Create Workflow’.
• Name your workflow for easy identification.
• Select Google Forms as your trigger application.
• Choose ‘New Response Received’ as the trigger event.

Setting up the trigger is crucial as it determines when the email drafting action will take place.

3. Connecting Google Forms to Pabbly Connect

To connect Google Forms to Pabbly Connect, you will need a webhook URL provided by Pabbly. This URL acts as a bridge between Google Forms and Pabbly Connect. First, copy the webhook URL from your Pabbly Connect dashboard.

Next, go to your Google Form and link it to a Google Sheet where responses will be collected. In the Google Sheet, navigate to ‘Extensions’ and install the Pabbly Connect webhooks add-on if it’s not already installed. After installation, refresh the sheet and set up the webhook by pasting the copied URL. Follow these steps:

Copy the webhook URL from Pabbly Connect. Link your Google Form to a Google Sheet. Install the Pabbly Connect webhooks add-on via Extensions. Paste the webhook URL into the add-on setup.

This setup ensures that every new response in Google Forms triggers the webhook, sending the data to Pabbly Connect for email drafting.

4. Drafting Emails in Gmail Using Pabbly Connect

After successfully connecting Google Forms to Pabbly Connect, the next step is to set up the action application, which will be Gmail. This is where the drafted emails will be created based on the responses received. Select Gmail from the applications and choose the action event as ‘Create Draft’.

You’ll need to connect your Gmail account to Pabbly Connect. Click on ‘Connect’ and follow the prompts to authorize access. Once connected, fill in the necessary details for the email, including the recipient’s email address, subject, and body content. Use mapping to dynamically insert the responses from Google Forms into the email content. Here’s what to do:

Select Gmail as the action application. Choose ‘Create Draft’ as the action event. Connect your Gmail account to Pabbly Connect. Fill in the email subject and body using mapped data.

This process allows you to automatically draft personalized emails for each new order received through Google Forms.

5. Testing and Verifying the Integration

Once you have set up the email drafting process in Pabbly Connect, it’s essential to test the integration. Go back to your Google Form and submit a test response. After submission, check your Google Sheet to ensure the response has been recorded. Then, check your Gmail drafts to see if the email was created successfully.

If everything is set up correctly, you should see a new draft email in your Gmail account containing the details from your Google Form response. This confirms that the integration between Google Forms and Gmail via Pabbly Connect is working as intended. Follow these steps to verify:

Submit a test response in your Google Form. Check the Google Sheet for the new entry. Look in your Gmail drafts for the new email.

By following these steps, you can ensure that your email drafting automation is functioning correctly, allowing you to efficiently manage customer orders.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of drafting emails from Google Forms responses. By following the outlined steps, you can streamline your workflow and enhance your customer communication effortlessly.