Integrate Google Forms with PDF and Gmail Using Pabbly Connect

Learn how to automate Google Forms responses as PDF and send them via Gmail using Pabbly Connect. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Google Forms with PDF and Gmail, you first need to access Pabbly Connect. Simply type in Pabbly.com/connect in your browser. This platform enables seamless automation between various applications.

Once on the Pabbly Connect page, you can either sign in if you are an existing user or sign up for free if you are new. As a new user, you will receive 100 tasks for free every month, which is a great way to start automating your processes.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow, for instance, ‘Save Google Forms Responses as PDF and Auto Send via Gmail.’ This step is crucial as it sets the foundation for your automation.

• Name your workflow appropriately.
• Select a folder to save your workflow.
• Click on ‘Create’ to finalize your workflow setup.

Once the workflow is created, you will be directed to the trigger and action setup window. Here, you will define what triggers the automation and what actions follow. This is where the power of Pabbly Connect truly shines, allowing you to automate tasks seamlessly.

3. Setting Up Trigger and Actions in Pabbly Connect

In this section, you will set up the trigger for your workflow. Select Google Forms as your trigger application and choose ‘New Response Received’ as the trigger event. This means that every time a new form is submitted, the workflow will be activated automatically.

Next, you will set up the actions that follow the trigger. The first action is to create a document from a template in Google Docs. Search for Google Docs in Pabbly Connect and select ‘Create Document from Template’ as the action event. This action will generate a PDF based on the form responses.

• Choose Google Docs for the first action.
• Select the appropriate template for document creation.
• Map the form response data into the document.

This setup allows Pabbly Connect to create personalized PDF documents automatically based on each new Google Form submission, ensuring timely responses to customers.

4. Linking Google Sheets with Pabbly Connect

After setting up the document creation, the next step is to link Google Sheets with Pabbly Connect. This is done by navigating to the Google Form responses and linking them to a Google Sheet. Click on ‘Responses’ and then select ‘Link to Sheets’ to create a new sheet for your form responses.

Once the Google Sheet is created, go to the extensions menu, select Pabbly Connect Webhooks, and perform the initial setup. You will need to paste the webhook URL provided by Pabbly Connect into the setup window. This URL acts as a bridge connecting Google Sheets to Pabbly.

Ensure the Google Sheets extension for Pabbly Connect is installed. Paste the webhook URL in the setup window. Set the trigger column to the last data column in your sheet.

This integration allows Pabbly Connect to receive form submission data in real-time, ensuring that your workflow executes promptly with every new entry.

5. Sending PDF via Gmail Using Pabbly Connect

The final step in this automation is to send the generated PDF via Gmail. In Pabbly Connect, select Gmail as your action application and choose ‘Send Email’ as the action event. This allows you to automatically email the generated PDF to the customer.

Map the recipient’s email address, subject, and body of the email using the response data. This ensures that each customer receives their personalized email with the discount offer PDF attached.

Map the recipient’s email from the Google Form response. Set the email subject to include the customer’s name. Attach the generated PDF document to the email.

By completing this setup, Pabbly Connect automates the entire process, ensuring that every customer receives their PDF promptly after submitting the form.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to integrate Google Forms, PDF generation, and Gmail for seamless automation. By following these steps, you can enhance your business processes efficiently.