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

Learn how to use Pabbly Connect to send Calendly appointment booking links via Gmail from Typeform submissions. Follow this detailed tutorial for seamless integration. 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. Accessing Pabbly Connect for Integration

To send Calendly appointment booking links via Gmail from Typeform submissions, you first need to access Pabbly Connect. Start by signing in to your Pabbly Connect account. If you are a new user, click on the ‘Sign up for free’ button to create an account, which provides 100 free tasks every month.

Once logged in, navigate to the dashboard and locate the option to create a new workflow. This is where you will set up the connection between Typeform and Gmail using Pabbly Connect. Click on the ‘Create Workflow’ button to get started.

2. Setting Up the Workflow in Pabbly Connect

In the workflow setup dialog, name your workflow as ‘Send Calendly Appointment Booking Link on Mail from Typeform Submission’. Choose an appropriate folder to save your workflow, such as ‘Appointment Automation’. This organization helps you manage multiple workflows effectively.

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

By establishing these settings, you are preparing Pabbly Connect to automate the process of sending appointment booking links whenever a new Typeform submission occurs. This setup is crucial for effective integration.

3. Connecting Typeform to Pabbly Connect

Next, you need to connect Typeform to Pabbly Connect. Click on the ‘Connect’ button within the Typeform trigger setup. If you are already logged into your Typeform account, you can authorize the connection by clicking ‘Accept’. This grants Pabbly Connect access to your Typeform data.

Once connected, select the specific form you created for appointment bookings. After selecting the form, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect can capture responses from your Typeform submissions accurately.

4. Sending Email with Calendly Appointment Link via Gmail

After successfully capturing the Typeform responses, the next step is to send the Calendly appointment booking link via Gmail. Navigate to the Gmail action setup in Pabbly Connect. Here, you will need to connect your Gmail account by signing in and allowing access.

Once the connection is established, you will frame the email. Use the mapping feature to dynamically insert the recipient’s email address from the Typeform submission. This ensures that each email sent is personalized with the correct recipient information.

• Set the email subject to a welcoming message, such as ‘Aroma Therapy Welcomes [First Name]’.
• Compose the email content in HTML format, including the Calendly booking link.
• Map the first and last name from the Typeform submission in the email greeting.

After completing the email setup, click ‘Save and Send Test Request’ to send a test email. This test will confirm that the integration is functioning as intended, ensuring that recipients receive their booking links correctly.

5. Conclusion

By following these steps, you can effectively use Pabbly Connect to automate sending Calendly appointment booking links via Gmail from Typeform submissions. This integration streamlines the appointment scheduling process, enhancing efficiency for your therapy business.

With Pabbly Connect, you can easily manage workflows and integrate various applications, ensuring seamless communication and task management. This automation not only saves time but also improves customer engagement through timely responses.