How to Use Pabbly Connect for Personalized Email Automation with Google Forms and ChatGPT

Learn how to automate personalized email responses using Pabbly Connect, Google Forms, and ChatGPT. Step-by-step tutorial with precise 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. Setting Up Pabbly Connect for Email Automation

To begin with, you need to access Pabbly Connect. This platform will facilitate the integration between Google Forms and ChatGPT for personalized email automation. Start by signing in to your Pabbly Connect account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once signed in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear prompting you to name your workflow and choose a folder for it. Name your workflow something like ‘Use ChatGPT for Sending Personalized Emails on Form Submission’ and select your desired folder before clicking ‘Create’.

2. Setting Up Google Forms Trigger in Pabbly Connect

In this section, you will set up the trigger for your workflow in Pabbly Connect. For the trigger application, select Google Forms, as this is where you will collect customer data. Choose the event ‘New Response Received’, which will capture responses from the form submissions.

• Select Google Forms as the trigger application.
• Set the trigger event to ‘New Response Received’.
• Copy the provided webhook URL to connect Google Forms with Pabbly Connect.

After copying the webhook URL, open your Google Form and navigate to the ‘Responses’ tab. Click on ‘Link to Sheets’ to create a new spreadsheet that will store the form responses. Once the spreadsheet is created, you can link it to Pabbly Connect using the webhook URL, ensuring that all new responses are captured efficiently.

3. Connecting Google Sheets to Pabbly Connect

Next, you will connect Google Sheets to Pabbly Connect to ensure that all form submissions are recorded. To do this, click on ‘Extensions’ in your Google Sheets, then select ‘Add-ons’ followed by ‘Get add-ons’. Search for Pabbly Connect Webhooks and install it. After installation, refresh your Google Sheets.

• Go to ‘Extensions’ > ‘Pabbly Connect Webhooks’ > ‘Initial Setup’.
• Paste the webhook URL into the dialog box.
• Set the trigger column to the final data column (usually column H).

After setting up the webhook, make sure to enable the ‘Send on Event’ option in the Pabbly Connect Webhooks menu. This setup will allow Google Sheets to send data to Pabbly Connect whenever a new response is recorded.

4. Generating Personalized Emails Using ChatGPT

With Google Forms and Sheets connected to Pabbly Connect, the next step is to generate personalized emails using ChatGPT. Choose OpenAI as the action application and select ‘ChatGPT’ as the action event. You will need to connect your OpenAI account by entering your API token.

Once connected, you will set the AI model to GPT-4 and create a prompt for generating personalized email content. For example, your prompt could be: ‘I am an owner of a skincare brand, Natural Glow. Please generate a personalized email for my customer based on their skin type, primary concern, and goals.’ Map the data fields from the previous step to dynamically insert customer information into the email.

After setting the prompt and mapping the necessary fields, click on the ‘Save and Test Request’ button. This will generate a response containing the personalized content which you can review to ensure it meets your expectations before sending it out.

5. Sending Emails Using Gmail Through Pabbly Connect

Finally, to send the generated emails, add another action step in your workflow and select Gmail as the action application. Choose ‘Create Draft’ as the action event. This allows your team to review the email before sending it to the customer.

After connecting your Gmail account, fill in the required fields such as email subject, recipient email address, and the content generated by ChatGPT. The subject could be something like ‘Your Customized Skincare Recommendations Await’. Make sure to map the recipient’s email from the previous steps.

Enter the email subject and recipient email address. Map the email content generated by ChatGPT. Select a label for the email to organize it in Gmail.

After filling out all the details, click on the ‘Save and Send Test Request’ button. Check your Gmail drafts to verify that the email has been created successfully. This completes your automation process using Pabbly Connect, allowing you to send personalized emails automatically based on form submissions.

Conclusion

Using Pabbly Connect, you can effectively automate personalized email responses based on customer data collected through Google Forms. This integration not only enhances customer engagement but also streamlines your communication process.