04.01.2024
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Paperform and Gmail Integration: Automatic Data Transfer

Yuliia Zablotska
Author at ApiX-Drive
Reading time: ~11 min

Paperform is a full-featured service for collecting user data through forms. Companies, entrepreneurs, and marketers use it to improve lead generation and conversion rates. In addition, this tool is great for collecting user feedback on a product or service and introducing elements of interactivity into interactions with customers. In our article, you will learn how to set up Paperform and Gmail integration to automate data transfer between these services.

Content:
1. How to Set up Gmail and Paperform Integration
2. Setting up the Data Source – Paperform
3. Setting up the Data Receiver – Gmail
4. Setting up Auto-update
5. The Result of Paperform + Gmail Integration
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The Gmail and Paperform platforms are relevant and in-demand solutions among those involved in marketing today. The intuitive interface and solid set of tools in Paperform's online builder allow you to create forms that resemble landing pages. They are displayed correctly both on a personal computer and laptop, and on a mobile device. Unlike other constructors, here you do not have to limit yourself to dragging and dropping form elements, placing them in strictly designated places. In Paperform, you can add additional fields with questions, stylized text, pictures, videos anywhere on the page. Each form gets its URL, so it can be distributed separately, without a website.

Gmail is Google's largest email service with advanced tools and functions for exchanging emails, which has long been known to many users. There is obviously no need to list its capabilities. Let's consider a situation when there is a need to connect Gmail and Paperform with each other. The main purpose of such communication is to ensure that data from submitted forms automatically enters the mail service for instant sending of letters to potential clients.

Paperform and Gmail integration | Result of connecting

How to Set up Gmail and Paperform Integration

So, we need to automate the transfer of data from forms created in Paperform to the Gmail email service. To achieve this, we will use the ApiX-Drive online connector. With this no-code tool, you can quickly and easily set up cross-platform integrations. ApiX-Drive has hundreds of ready-made solutions for Google services, chatbots, instant messengers, CRM and CMS systems, email and SMS services, marketplaces, task managers and more.

Action plan:

  1. We create a form for the task we need.
  2. Using ApiX-Drive, we connect and configure the data source – Paperform.
  3. We connect and configure the data receiver – Gmail account.
  4. We start the auto-update mode.

As a result of Paperform Gmail integration, we will receive complete automation of data transfer from each submitted form to the Gmail mail service with subsequent sending of a letter to a potential client. We won't focus on the process of creating the form (it's easy, and you probably already know how to do it). But let's look at the next steps in detail.

Setting up the Data Source – Paperform

To set up Paperform integration with Gmail, you have to create a new connection. Click on the green button.

Paperform and Gmail integration | Create a new connection


Select Paperform as the data source. Click “Continue”.

Paperform and Gmail integration | Select Paperform as the data source


Select the action “Get DATA”. Click “Continue”.

Paperform and Gmail integration | Select the action “Get DATA”


Connect your Paperform account to the ApiX-Drive system. Click on the blue button.

Paperform and Gmail integration | Connect your Paperform account to the ApiX-Drive


Give the connection a name, or just click “Continue”.

Paperform and Gmail integration | Give the connection a name


When the connected account is displayed in the list, select it and click “Continue”.

Paperform and Gmail integration | Select the connected account


Here you see the URL for receiving data. It is to this link that new data will be sent from the Paperform system. Copy this URL.

Paperform and Gmail integration | Copy the URL


To continue setting up, go to your personal account on Paperform.

Paperform and Gmail integration | Go to your personal account on Paperform


Go to the form from which you want to receive data.

Paperform and Gmail integration | Go to the form from which you want to receive data


Go to the “After Submission” section.

Paperform and Gmail integration | Go to the “After Submission” section


Select “Integrations and Webhooks”.

Paperform and Gmail integration | Select “Integrations and Webhooks”


Find the “Webhooks” section.

Paperform and Gmail integration | Find the “Webhooks” section


Paste the copied link in the ApiX-Drive system into the appropriate field, and click “Add Webhook”.

Paperform and Gmail integration | Paste the copied link in the ApiX-Drive


Note that after setup, there will be no test data in our system immediately because nothing has arrived at the new URL yet. Therefore, you have to generate data by executing an event, such as filling out a form. Click “Submit”.

Paperform and Gmail integration | Click “Submit”


After the data has been generated, return to the ApiX-Drive system and continue configuration. Click “Edit and continue”.

Paperform and Gmail integration | Return to the ApiX-Drive system and continue configuration


Set up a data filter. In this case, there is no need for this, so just click “Continue”.

Paperform and Gmail integration | Click “Continue”


Now, you see the test data that was just generated.

Paperform and Gmail integration | The test data that was just generated


If there is no data at this stage, try following the steps described earlier. If everything suits you, click “Continue”.

Paperform and Gmail integration | If everything suits you, click “Continue”


This completes the configuration of the Paperform data source successfully. Now you have to move on to setting up the data receiver.

Setting up the Data Receiver – Gmail

To continue to set up Gmail integration with Paperform, click “Start Configuring Data Destination”.

Paperform and Gmail integration | Сlick “Start Configuring Data Destination”


Select “Gmail (send)” as the data receiving system. Click “Continue”.

Paperform and Gmail integration | Select “Gmail (send)” as the data receiving system


Select the "Send EMAIL" action. Click “Continue”.

Paperform and Gmail integration | Select the "Send EMAIL" action


Connect your Gmail account to the ApiX-Drive service. Click on the blue button.

Paperform and Gmail integration | Connect your Gmail account to the ApiX-Drive


Enter your username. Click “Next”.

Paperform and Gmail integration | Enter your username


Enter your password. Click “Next”.

Paperform and Gmail integration | Enter your password


Give permission to ApiX-Drive to work with your account. Click “Continue”.

Paperform and Gmail integration | Give your permission to ApiX-Drive to work with your account


When the connected account appears in the list, select it and click “Continue”.

Paperform and Gmail integration | Select the connected account


Fill in the fields with variables from the Paperform. To assign a variable, click on the field in which you need to transfer data and select the required variable from the drop-down list.

Paperform and Gmail integration | Fill in the fields with variables from the Paperform


Note that you can add variables and enter values manually.

Paperform and Gmail integration | You can add variables and enter values manually


To go to the next line, press “Enter”. When all the necessary data is assigned, click “Edit and Continue”.

Paperform and Gmail integration | When all the necessary data is assigned, click “Edit and Continue”


Now, you see the test data that will be sent to Gmail. To check the correctness of the settings, click “Send Test Data to Gmail”.

Paperform and Gmail integration | Click “Send Test Data to Gmail”


Go to your Gmail account and check the result.

Paperform and Gmail integration | Go to your Gmail account and check the result


If you are satisfied with everything, return to the ApiX-Drive service and continue setting up. Click “Continue”.

Paperform and Gmail integration | Return to the ApiX-Drive service and continue setting up

Setting up Auto-update

In order for data transfer to occur automatically, configure auto-update. Click on the green button, “Enable update”.

Paperform and Gmail integration | Click on the green button “Enable update”


Click on the gear button.

Paperform and Gmail integration | Click on the gear button


Select the interval for the operation of the connection. For example, once every 5 minutes. In addition, here you can change the name of the connection and assign it to the required group. Click “Continue”.

Paperform and Gmail integration | Select the interval for the operation of the connection


That's all. Gmail Paperform integration was completed. Congratulations! You have done it!

The Result of Paperform + Gmail Integration

You are probably already convinced that special knowledge and skills are not required to create system integration using the ApiX-Drive online connector. Its developers made sure that this task was feasible for the every user. You will spend literally 5–10 minutes setting up the necessary connection.

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Having completed all the steps described in our instructions in order, you will see a working Gmail + Paperform integration, which will begin to save your time and benefit your business from the very first minutes. Correctly configured connection of these systems significantly speeds up the processing of lead data and, accordingly, makes your work easier by removing routine manual information entry. After submitting the completed form, a potential client or buyer immediately automatically receives an email with feedback. So, as you can see, the benefits of automation in this case are multifaceted.

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Time is the most valuable resource in today's business realities. By eliminating the routine from work processes, you will get more opportunities to implement the most daring plans and ideas. Choose – you can continue to waste time, money and nerves on inefficient solutions, or you can use ApiX-Drive, automating work processes and achieving results with minimal investment of money, effort and human resources.