How to Send Email on ConvertBox Form Submission using SMTP by Pabbly

Learn how to send emails automatically on ConvertBox form submissions using SMTP by Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

In this section, we will explore how to access Pabbly Connect to set up our integration for sending emails on ConvertBox form submissions. First, you need to search for ‘Pabbly.com connect’ in your browser. This will lead you to the Pabbly Connect landing page where you can either sign in or sign up for free.

If you don’t already have an account, click on the ‘Sign up for free’ button. This process takes only a few minutes, granting you 100 free tasks every month. For existing users, simply click on the ‘Sign In’ button to access your dashboard.

2. Creating a Workflow in Pabbly Connect

To automate sending emails, we need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. A pop-up will appear where you can name your workflow. Let’s name it ‘Send Email on ConvertBox Form Submission using SMTP by Pabbly’ and click ‘Create’.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select ‘ConvertBox’ as the trigger application.

This section will focus on the trigger and action boxes. The trigger indicates what event will start the automation, and the action is what happens next. Set up your trigger by selecting ‘ConvertBox’ and choosing ‘New Lead Submission’ as the event.

3. Connecting ConvertBox to Pabbly Connect

Next, we need to connect ConvertBox with Pabbly Connect. After selecting the trigger event, a VAB URL will be generated. This URL acts as a bridge between ConvertBox and Pabbly Connect. Copy this URL and head over to your ConvertBox account.

Edit the form you want to connect. In the form settings, navigate to the actions tab and select ‘Go to Next Tab’. Then, move to the Integrations section and add a new integration. Choose ‘Webhook’ as your integration type and paste the VAB URL you copied earlier.

4. Setting Up SMTP in Pabbly Connect

Once the ConvertBox is connected, we need to set up the action for sending emails using SMTP in Pabbly Connect. In the action section, select ‘SMTP by Pabbly’ and choose ‘Send Email’ as the action event. Click on ‘Connect’ and then ‘Add New Connection’.

Fill in the required details for your mail service provider, including host name, username, password, encryption type, and port. After entering these details, click on ‘Save’. Now, you can set up the email details such as the sender’s name, sender’s email, recipient’s email, subject, and body of the email.

• Enter the sender’s name and email address.
• Map the recipient’s email from the ConvertBox response.
• Set the email subject and body.

After filling in these details, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a confirmation response indicating that the email has been sent successfully.

5. Testing the Integration

Now that we have completed the setup, it’s time to test the integration using Pabbly Connect. Go back to your ConvertBox form and submit a test entry with dummy details. Once the form is submitted, return to Pabbly Connect to check if the webhook response has been received.

In Pabbly Connect, you should see the details of the submission. If the details are present, it confirms that the integration is working. The final step is to verify that the email has been sent to the user by checking the inbox of the email address provided in the form submission.

You should see an email with the subject line ‘Thank you for filling out the Java course lead form.’ This indicates that your automated email system is functioning correctly, thanks to Pabbly Connect.

Conclusion

Using Pabbly Connect, you can easily automate the process of sending emails on ConvertBox form submissions using SMTP. This integration streamlines communication with users and enhances your lead management process effectively.