How to Send Outlook Email on Typeform Submission Using Pabbly Connect

Learn how to send Outlook emails automatically on Typeform submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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 send Outlook emails on Typeform submissions, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and clicking on the ‘Sign In’ button if you are an existing user, or ‘Sign Up for Free’ if you are new. Pabbly Connect offers 100 free tasks each month for new users.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to start the integration process. This platform allows you to create workflows that automate tasks between applications like Typeform and Outlook.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to start your automation. You will be prompted to name your workflow; for this tutorial, name it ‘Send Typeform Submissions on Email Using Outlook Email’. Choose a folder to save your workflow.

• Click on the ‘Create’ button to proceed.
• This will open the workflow window where you can set triggers and actions.
• Remember, Pabbly Connect uses a trigger-action mechanism for automation.

In this window, you will set Typeform as the trigger application and Microsoft Office 365 (Outlook) as the action application. This setup allows you to send emails automatically when a new form submission occurs.

3. Setting Up the Trigger with Typeform

To configure the trigger in Pabbly Connect, search for and select Typeform. Choose the trigger event as ‘New Entry’. Click on ‘Connect’ to establish a connection with your Typeform account.

If you don’t have an existing connection, select ‘Add a New Connection’. You will be prompted to grant permissions to Pabbly Connect to access your Typeform data. Accept the permissions to proceed. Once connected, select the specific form you want to use for this integration.

• Choose the form, e.g., ‘Registration Form’.
• Click on ‘Save and Send Test Request’ to test the trigger.
• Make sure to complete a test submission in Typeform.

Once the test submission is complete, Pabbly Connect will capture the response, confirming that the trigger setup is successful.

4. Configuring the Action to Send Email via Outlook

Next, set up the action in Pabbly Connect by selecting Microsoft Office 365 as the action application. Choose the action event as ‘Send Mail’. Click on ‘Connect’ to link your Microsoft Office 365 account.

If prompted, grant the necessary permissions to allow Pabbly Connect to send emails on your behalf. Once connected, you will need to fill in the details for the email you want to send, including the subject and body content.

Set the subject as ‘Registration Successful’. Choose ‘Plain Text’ for the content type. Map the recipient email from the Typeform submission data.

In the body content, personalize the message by mapping the user’s name from the Typeform submission. This ensures that each email is tailored to the recipient, enhancing user experience.

5. Testing and Finalizing the Workflow

To finalize your workflow in Pabbly Connect, click on ‘Save and Send Test Request’ after filling in the email details. You should receive a confirmation that the email has been sent successfully. Check your email inbox to verify the receipt of the email.

To ensure that your automation works seamlessly, perform another test submission in Typeform. This time, check your Outlook inbox directly to confirm that the email is sent without needing to click on ‘Save and Send Test Request’ again.

Submit a new entry in Typeform. Check your Outlook inbox for the email. Confirm that the email content matches your setup.

With this, your integration is complete, and you can now automatically send Outlook emails on Typeform submissions using Pabbly Connect.

Conclusion

In this tutorial, we explored how to send Outlook emails on Typeform submissions using Pabbly Connect. By following the outlined steps, you can automate email notifications for new submissions effectively, improving your workflow efficiency.