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Streamline Your Workflow: Setting Up a Multi-Email Zapier Gmail Integration Based on Form Type

Published on Apr 4th, 2024

Integrating various email addresses with Zapier based on different form types can revolutionize how your business handles communication and workflow automation. It ensures that the right information gets to the right people without the need for manual intervention, increasing efficiency and response time. Here's how to set up a Zapier Gmail integration with multiple email addresses tied to specific form types:

Step 1: Prepare Your Form

Begin by creating or using an existing form with your preferred platform (like Google Forms, Typeform, or Wufoo). Make sure the form categorizes submissions by type, either through a dropdown menu or radio buttons.

Step 2: Set Up Your Trigger in Zapier

  1. Create a Zapier account and log in.

  2. Click 'Make a Zap!' button.

  3. Choose your form app as the 'Trigger App.'

  4. Follow the prompts to connect your form to Zapier and set it to trigger when a new form submission is made.

Step 3: Filter by Form Type

  1. Choose 'Filter by Zapier' as the next step.

  2. Set up the filter conditions based on the form type.

  3. You'll want to specify the form field and the condition that needs to be met for the Zap to continue.

Step 4: Set Up Gmail Action

  1. Choose 'Gmail' as the action app once the filter conditions are met.

  2. Connect to your Gmail account, and grant the necessary permissions.

  3. Customize the email - you can set up different ‘To’ addresses based on the form type that got submitted. Use the information from the trigger event to populate email fields like subject line, body, etc.

Step 5: Test and Activate

  1. Test your Zap to ensure it’s working correctly.

  2. If it acts as expected, activate your Zap and automate your workflow.

Once you have set up one workflow, repeat the process for other form types and email addresses as needed. By taking each type of inquiry or submission and directing it to the appropriate recipient, you will be creating an efficient and responsive system. Proper implementation can lead to better customer service, faster response times, and a more organized approach to email management.

Remember, when setting up multiple emails, clarity in your form and consistency in your filtering criteria are crucial to effective automation. Happy Zapping!

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