Learn how to integrate Pabbly, Simply, Automation, URL, Team, and Gmail using Pabbly Connect in this detailed tutorial. 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
To begin the integration process using Pabbly Connect, you first need to access the platform. Open your browser and search for the Pabbly Connect website. Once on the landing page, you will see options to either sign in or sign up for free.
If you are a new user, click on the ‘Sign Up for Free’ button to create your account. This process only takes about two minutes, and you will receive 100 free tasks to explore Pabbly Connect. Existing users can simply click on ‘Sign In’ to access their dashboard.
2. Creating a Workflow in Pabbly Connect
After signing in to Pabbly Connect, you will be directed to your dashboard. To create a new workflow, click on the ‘Create Workflow’ option located in the top right corner. A dialog box will prompt you to name your workflow.
- Name your workflow, for example, ‘Verify and Send Email for Formstack Submission.’
- Click on ‘Create’ to proceed.
This action opens two windows: one for the trigger and another for the action. In this case, the trigger will be the Formstack application, which captures new form submissions. Select Formstack and choose the trigger event as ‘New Form Submission.’
3. Connecting Formstack to Pabbly Connect
To connect Formstack with Pabbly Connect, click on ‘Connect’ and select ‘Add New Connection.’ You will be prompted to authorize Pabbly Connect to access your Formstack account. Make sure you are logged into your Formstack account to simplify this process.
Once authorized, you will need to select the specific form you wish to use. Navigate to your Formstack account and find the form named ‘Integration.’ Select this form in Pabbly Connect and click on ‘Save and Send Test Request.’ This will prepare Pabbly Connect to capture the responses from the Formstack form.
4. Verifying Email Using Pabbly Connect
After capturing the form submission response, the next step in your workflow using Pabbly Connect is to verify the email address. For this, choose ‘Email List Verify’ as your action application and select ‘Single Email Verify’ as the action event.
- Click on ‘Connect’ and select ‘Add New Connection.’
- You will need to enter your API key from the Email List Verify account.
After entering the API key, map the email address from the Formstack response to ensure that Pabbly Connect dynamically uses the email submitted in the form. Click on ‘Save and Send Test Request’ to verify the email, and ensure that the response indicates that the email is valid.
5. Sending Email via Gmail Using Pabbly Connect
Once the email is verified, the final step is to send an email to the person who submitted the form. In Pabbly Connect, add another action and select ‘Gmail’ as the application. Choose ‘Send Email’ as the action event.
Click on ‘Connect’ and then ‘Add New Connection’ to link your Gmail account. Authorize Pabbly Connect to access your Gmail account by clicking ‘Allow.’ After successfully connecting, you will need to fill in the required fields such as recipient email, sender name, subject, and email body.
Map the recipient’s email address from the Formstack response, and customize the email content to include a greeting and the submitted details. Finally, click on ‘Save and Send Test Request’ to send the email. You should receive a confirmation that the email has been sent successfully.
Conclusion
In this tutorial, we demonstrated how to integrate Pabbly, Simply, Automation, URL, Team, and Gmail using Pabbly Connect. By following these steps, you can automate the process of verifying emails and sending notifications effortlessly. Explore the capabilities of Pabbly Connect for more integrations.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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