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

Learn how to automate sending Calendly appointment booking links via Gmail from Typeform submissions using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the process of sending a Calendly appointment booking link via Gmail from Typeform submissions, you must first access Pabbly Connect. If you are a new user, click on the ‘Sign up for free’ button to create an account, which allows you to perform 100 tasks per month for free.

Once signed in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. Name your workflow ‘Send Calendly Appointment Booking Link on Mail from Typeform Submission’ and save it in the folder named ‘Appointment Automation’.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your workflow using Pabbly Connect. The trigger application will be Typeform, and the action application will be Gmail. Select Typeform as your trigger application and choose the trigger event as ‘New Entry’. This means the workflow will activate whenever a new form submission is made.

• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Select Gmail as the action application.
• Set the action event to ‘Send Email’.

After setting up the trigger and action, you need to connect Typeform with Pabbly Connect. Click on ‘Connect’ and authorize the connection with your Typeform account. Once connected, select the form you created for appointment bookings and click on ‘Save’ to proceed with the test request.

3. Testing Typeform Submission

After connecting Typeform to Pabbly Connect, the next step is to test the form submission. Fill out the Typeform with necessary details such as first name, last name, and email address. Once you submit the form, the response will be captured in Pabbly Connect.

For testing, use the following details:

• First Name: Current
• Last Name: User
• Email: [email protected]

After submitting the form, check Pabbly Connect to confirm that the response has been successfully captured. This ensures that the trigger setup is functioning correctly and ready to send the appointment booking link.

4. Sending Calendly Appointment Booking Link via Gmail

Once the Typeform submission is successfully captured in Pabbly Connect, it’s time to send the Calendly appointment booking link via Gmail. Go to the action application, which is Gmail, and establish a connection by signing in to your Gmail account.

Next, you will need to frame the email that will be sent. Here are the details to include:

Recipient Email: Map the email address from Typeform response. Sender Name: Your therapy business name. Email Subject: Set as ‘Aroma Therapy Welcomes [First Name] [Last Name]’. Email Content: Include a greeting and the Calendly booking link.

After composing the email, click on ‘Save and Send Test Request’. Confirm that the email has been sent successfully by checking the recipient’s inbox.

5. Conclusion

By following the steps outlined, you can automate the process of sending a Calendly appointment booking link via Gmail from Typeform submissions using Pabbly Connect. This integration streamlines your appointment scheduling, making it efficient and user-friendly.

Utilizing Pabbly Connect for this task not only saves time but also enhances your workflow by ensuring that each new Typeform submission triggers an email with the necessary booking information. Automate your processes today with Pabbly Connect.