Hi everyone!
I’m trying to build an automation workflow using Zapier that works like this:
I’ve already set up the basic connection between these two steps, but I’m stuck on what comes next. How do I actually test this automation to make sure it works properly? Are there any specific settings I need to configure?
Any help would be really appreciated!
hey! once u have the zap set up, go to ur zapier dashboard n click the “test” btn. it runs everything without needing a real form submission. also, check that ur gmail permissions r all good - learned that the hard way!
Test your automation live after using the built-in test feature. Submit a test form with fake data and check if the email hits your inbox. Watch out for delivery delays - emails can take a few minutes to arrive, making you think it’s broken when it’s not. Double-check your email template formatting first since Gmail strips certain HTML elements. Your automated emails might look totally different than expected. I’ve found keeping emails simple and text-based prevents most formatting headaches.
Configure your trigger conditions before testing anything. I wasted hours debugging a workflow because my form wasn’t sending the right field mappings to Zapier. Check your Zap settings - make sure all form fields map correctly to your email template variables. Spam filters will catch your automated emails, especially with free Gmail accounts. Set up a dedicated business email for better deliverability. Turn on email logging in Zapier to track successful sends vs failures. Those logs are lifesavers when you’re troubleshooting later.