Optimize Customer Feedback Using Trigger and URL Integration with Gmail

Learn how to automate customer feedback collection using Trigger, URL, and Gmail integration with Google Sheets in this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger Integration with Google Sheets

To optimize customer feedback, the first step is to set up the Trigger integration with Google Sheets. This allows you to capture details of new sales orders automatically. Each time you add an order in your Google Sheet, it will trigger an action.

Start by opening your Google Sheets where you keep the sales data. Ensure that your spreadsheet has a column designated for order status. This will be your trigger column. Whenever you fill in this column, it will notify P Connect Now to initiate the next steps.

2. Connecting Google Sheets to P Connect Now

Next, you need to connect Google Sheets to P Connect Now. This integration is crucial for automating the process of sending feedback forms via Gmail. You will need to copy the WB URL from P Connect and paste it into your Google Sheets extension.

• Open your Google Sheets and navigate to Extensions.
• Select the P Connect VBooks extension and go to Initial Setup.
• Paste the copied WB URL into the designated field.
• Set the trigger column to the final data column (e.g., column K).

After completing these steps, you will be able to send data from Google Sheets to P Connect Now automatically whenever a new order is added.

3. Setting Up Email Action with Gmail

Now that you have connected Google Sheets to P Connect Now, the next step is to set up the email action using Gmail. This action will send an email to your customers with the feedback form link after an order is completed.

In P Connect, select Gmail as your action application. Choose the action event as ‘Send Email’. You will then connect your Gmail account to P Connect and allow access for sending emails.

• Fill in the recipient email address using the mapped data from Google Sheets.
• Set the email subject to something relevant, like ‘Your Feedback Matters’.
• Include the content of the email, making sure to map the customer name and feedback form link.

Once you have filled in all the necessary details, save the configuration, and you are set to send emails automatically.

4. Testing the Integration

The final step is to test your integration to ensure everything works seamlessly. Go back to your Google Sheets and add a new row with the details of a completed order. This should trigger the automation process. using Pabbly Connect

Check your Gmail account to see if an email was sent with the feedback form link. If everything is set up correctly, you should receive an email that includes the customer’s details and a link to the feedback form.

Here’s a quick checklist to ensure successful testing:

Ensure the trigger column is filled correctly. Verify that the WB URL is correctly pasted in the Google Sheets extension. Check that the email address mapping is accurate in P Connect.

If you receive the email as expected, your integration is successful, and you can now automate customer feedback collection efficiently.

5. Conclusion

In summary, you have learned how to optimize customer feedback using Trigger, URL, and P Connect Now integration with Gmail and Google Sheets. This automation not only saves time but also enhances customer engagement by promptly sending feedback requests.

By following the steps outlined in this tutorial, you can set up a seamless workflow that captures customer feedback efficiently. Automating this process helps in improving your services based on customer insights.