How to Send Calendly Appointment Booking Link on Mail from Typeform Submission Using Pabbly Connect

Learn how to send Calendly appointment booking links via Gmail from Typeform submissions using Pabbly Connect. Step-by-step tutorial included! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To send the Calendly appointment booking link via email from a Typeform submission, we will use Pabbly Connect. First, access your Pabbly Connect account by signing in. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow. Name it ‘Send Calendly Appointment Booking Link on Mail from Typeform Submission’ and choose the folder you want to save it in.

2. Configuring Trigger Event with Typeform

In this step, we will configure the trigger event in Pabbly Connect. Select Typeform as your trigger application. The specific trigger event will be set to ‘New Entry’, which activates whenever a new form submission is made.

• Select Typeform from the application list.
• Choose ‘New Entry’ as the trigger event.
• Click on ‘Connect’ to establish a connection with Typeform.

Once connected, select the specific Typeform you created for appointment bookings. After selecting the form, click ‘Save’ and then ‘Send Test Request’ to ensure the connection is successful. This will allow Pabbly Connect to capture the details from the Typeform submission.

3. Setting Up Action Event with Gmail

Now that the trigger is configured, we will set up the action event in Pabbly Connect. Choose Gmail as your action application and select ‘Send Email’ as the action event. This step will enable you to send the appointment booking link via email.

To connect Gmail to Pabbly Connect, click on ‘Connect’ and sign in to your Gmail account. After successful authorization, you will be prompted to fill in the email details. This includes the recipient’s email address, which can be mapped from the Typeform response.

• Map the recipient email address from the Typeform submission.
• Set the email subject, e.g., ‘Aroma Therapy Welcomes [Name]’.
• Compose the email content, including the Calendly booking link.

Once all fields are filled, click ‘Save’ and ‘Send Test Request’ to verify that the email is sent correctly. You should receive a confirmation that the email was sent successfully.

4. Finalizing the Integration and Testing

With both the trigger and action set up in Pabbly Connect, it’s time to finalize the integration. Ensure that all mappings are correct, especially the recipient email address and personalized content in the email.

To test the entire workflow, submit a new entry in your Typeform. This will trigger the workflow in Pabbly Connect, capturing the details and sending the email with the Calendly booking link. Check your Gmail to confirm that the email has been received.

Make sure to monitor the response in Pabbly Connect to ensure that the data is being captured correctly. This step is crucial for confirming that the integration works as intended. If any issues arise, revisit the settings in both Typeform and Gmail through Pabbly Connect.

Conclusion

By following these steps, you can successfully send a Calendly appointment booking link via email from Typeform submissions using Pabbly Connect. This integration streamlines the process, ensuring that every form submission results in an automated email response with the booking link.