Seamless Mail Merge from Google Sheets to Google Docs Using Pabbly Connect

Learn how to automate mail merge between Google Sheets and Google Docs using Pabbly Connect. Follow this detailed step-by-step tutorial to streamline your workflow. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Mail Merge

To begin the mail merge process using Pabbly Connect, you need to access the platform. Start by navigating to Pabbly.com/connect in your browser. This will lead you to the Pabbly Connect landing page where you can either sign in or sign up for a free account.

If you are new to Pabbly Connect, click on the ‘Sign up for free’ button. This registration process takes only a couple of minutes and grants you 100 free tasks per month. Once logged in, you will see various applications available for integration.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button on your dashboard. A pop-up window will appear where you can name your workflow, such as ‘Mail Merge from Google Sheets to Google Docs’.

• Name your workflow appropriately.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to finalize your workflow setup.

Once your workflow is created, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the first step that will initiate your workflow, while the action is the response that follows. For this integration, select Google Sheets as your trigger application.

3. Setting Up Google Sheets as Trigger in Pabbly Connect

In the trigger section of your Pabbly Connect workflow, search for Google Sheets and select it. You will then need to choose a trigger event; for this tutorial, select ‘New or Updated Spreadsheet Row’. This ensures that whenever a new row is added or updated in Google Sheets, it triggers the workflow.

Next, you need to connect Google Sheets to Pabbly Connect. To do this, copy the webhook URL provided in the setup instructions. Head over to your Google Sheets document, where you have your customer data stored.

• Go to Extensions > Pabbly Connect Vooks.
• Select Initial Setup and paste the webhook URL.
• Designate the trigger column (typically the last data column).

After completing these steps, click on ‘Send Test’ to ensure the connection is working, and then submit your setup. This enables the data from your Google Sheets to be sent to Pabbly Connect automatically.

4. Configuring Google Docs Action in Pabbly Connect

Now that your trigger is set up, it’s time to configure the action in your Pabbly Connect workflow. For the action application, select Google Docs. You will then need to choose the action event, which in this case is ‘Create Document from Template’. This allows you to create personalized documents based on a pre-defined template.

To connect Google Docs with Pabbly Connect, click on ‘Connect’ and sign in to your Google account. Allow the necessary permissions to establish the connection. After successful authentication, select the template document you wish to use for your mail merge.

Choose your template from Google Docs. Map the fields from Google Sheets to the corresponding placeholders in your template. Specify the folder in Google Drive where the new documents will be saved.

Once everything is mapped correctly, click on ‘Save and Send Test Request’. This action will create a new document in Google Docs using the data from your Google Sheets.

5. Sending All Data to Pabbly Connect

With your workflow set up, you can now send all the customer data from Google Sheets to Pabbly Connect. Return to your Google Sheets, go to Extensions > Pabbly Connect Vooks, and select the option to send all data. This will trigger the workflow you created, sending the data to Pabbly Connect for processing.

Pabbly Connect will handle the incoming data and create personalized documents for each customer based on the template you specified. To verify that the documents have been created, check the designated folder in your Google Drive.

Open your Google Drive and navigate to the folder where documents are saved. You should see all personalized documents created for each customer. Each document will contain the specific details mapped from your Google Sheets.

This process showcases how Pabbly Connect seamlessly integrates Google Sheets and Google Docs for an efficient mail merge experience.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the mail merge process between Google Sheets and Google Docs. By following the steps outlined, you can create personalized documents effortlessly, saving time and enhancing productivity.