What You'll Need
Before we begin, make sure you have:
A Typeform account with an active form
A Sendr account
A Gmail account
Access to Sendr's automation builder
Step 1: Connect Your Apps to Sendr
First, you'll need to connect all three applications to Sendr:
Log into your Sendr account and navigate to the automation builder
Connect Typeform: Click on "Add App" and select Typeform from the list. You'll be prompted to authorize Sendr to access your Typeform account
Connect Gmail: Similarly, add Gmail and grant the necessary permissions
Verify Sendr Pages: Ensure to select the correct Sendr page Template
Once all apps are connected, you're ready to build your automation.
Step 2: Set Up the Typeform Trigger
The trigger is what starts your automation - in this case, a new Typeform submission.
In the Sendr automation builder, click "Create New Automation"
Select Typeform as your trigger app
Click the Webhook Catcher from your Typeform step and Copy the URL
Go to Typeform and Select the Connect Tab, Click on Webhooks to Add a Webhook
Paste the Typeform URL into the webhook section and Ensure to Turn it On
Submit a test response in your selected form to send sample data to Sendr.
Sendr will now monitor this form for new submissions and trigger the automation whenever someone completes it.
Step 3: Create Sendr Page
Now we'll configure the first action that happens when the form is submitted:
Click Add Action
Select Sendr
Choose the action: "Generate Sendr Page"
Map your Typeform fields to your Sendr page fields:
First Name: Use the respondent's name or a relevant field from the form
Company Name: Map form Typeform responses
Dynamic Video: You can use the Website from the leads form submission
Pro Tip: Use dynamic field mapping to personalize each page with the respondent's information. For example, if your Typeform asks for a company name, you can automatically include it in the page title.
Step 4: Send Email
Next, we'll set up an email notification:
Click "Add Action" again
Select "Gmail" as your action app
Choose the action: "Send Email"
Configure your email:
To: Enter a field from Typeform to send Email to the Leads submission
From: Enter your email address (or use a field from Typeform if sending to the respondent)
Subject: Create a descriptive subject like "New Typeform Submission - [Respondent Name]"
Body: Include relevant details from the submission. You can add:
Respondent's name and contact information
Embeded GIF or Link to the newly created Sendr page
Step 5: Testing Your Automation
Before going live, it's crucial to test your automation thoroughly. Sendr makes this easy:
How to Test
Click the "Test" button in your automation builder (typically indicated by a play icon on the automation step)
Sendr will prompt you to either:
Use a recent Typeform submission (if available)
Manually trigger a test with sample data
Choose a test submission and click "Run Test"
Monitor the test execution:
Watch as each step processes
Check for any error messages
Verify that data is mapping correctly
What to Check During Testing
Sendr Page Creation: Check that the page was created with the correct information
Gmail Email: Verify you received the notification email with all the right details
Data Mapping: Ensure all Typeform fields are correctly populating in both the page and email
Links: Click any links in the email to confirm they work
Step 6: Using the History Tab
Once your automation is live, the History tab becomes your command center for monitoring and troubleshooting.
Accessing History
Navigate to your automation in the Sendr dashboard
Click on the "History" tab
What You'll See in History
The History tab shows a log of every time your automation has run, including:
Timestamp: When the automation was triggered
Status: Success, Failed, or Sleep
Trigger Data: The Typeform submission that started the automation
Action Results: Whether the Sendr page was created and email was sent
Step 7: Enabling Your Automation
Once you've tested thoroughly and reviewed the setup, it's time to enable your automation:
How to Enable
In your automation builder, locate the black Play button at the bottom right of the page (usually labeled "Enable")
Click the Button to turn it ON
What Happens When Enabled
Your automation immediately begins monitoring for new Typeform submissions
Each new submission will automatically trigger the workflow
You'll see new entries appearing in the History tab as submissions come in.
Important Notes About Enabling
Test Before Enabling: Always test first to avoid creating incorrect pages or sending error emails
Monitor Initially: Keep an eye on the History tab for the first few submissions to ensure everything runs smoothly
Pause When Needed: You can disable the automation anytime if you need to make changes to the workflow.
Conclusion
Automating your Typeform submissions with Sendr streamlines your workflow and ensures every form response is captured, processed, and acted upon immediately. By creating Sendr pages and sending Emails automatically, you can focus on engaging with your leads instead of manual data entry.
Remember to:
Test thoroughly before going live
Monitor the History tab regularly
Keep your automation enabled and updated
Adjust based on your specific needs
With this automation in place, you'll never miss a Typeform submission, and you'll have a professional Sendr page ready for every respondent within seconds.
If you experience challenges setting this up contact Sendr support via the livechat for technical assistance.