How to Send a PDF File by Email to New Leads and Subscribers Using Pabbly Connect

Learn how to send PDF files via email to new leads and subscribers using Pabbly Connect with Google, Gmail, and more. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Integration

To send a PDF file by email to new leads and subscribers, start by accessing Pabbly Connect. This platform allows seamless integration between various applications, enabling you to automate the process of sending files.

First, log into your Pabbly Connect account. Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Send PDF to New Subscribers.’ This will help you manage your automation effectively.

2. Connecting Google Sheets with Pabbly Connect

Next, connect Google Sheets to your Pabbly Connect workflow. This allows you to gather information from new leads who fill out your forms. Select Google Sheets as your trigger application.

• Choose ‘New Spreadsheet Row’ as the trigger event.
• Connect your Google account by authorizing Pabbly Connect to access your Sheets.
• Select the specific spreadsheet and worksheet where your leads are stored.

After setting this up, Pabbly Connect will automatically capture new entries in your Google Sheet, allowing you to send emails to new leads promptly.

3. Integrating Gmail to Send PDF Files

Now, integrate Gmail to send the PDF files to your leads. In your Pabbly Connect workflow, add a new action step and select Gmail as the application.

• Choose ‘Send Email’ as the action event.
• Connect your Gmail account to Pabbly Connect.
• Fill in the recipient’s email address, subject line, and body of the email.

Importantly, attach the PDF file from Google Drive. This is done by selecting the file from your Google Drive account during the setup. Pabbly Connect ensures that the PDF is sent immediately after a new lead is captured in Google Sheets.

4. Finalizing the Workflow and Testing

After setting up Gmail, finalize your workflow in Pabbly Connect. Review all the steps to ensure everything is configured correctly. You can test your workflow by adding a new row in your Google Sheet.

Once the test is complete, check your Gmail for the email sent to the new lead. This step is crucial to confirm that the integration works as intended. If the email is received with the attached PDF, your setup is successful!

5. Additional Integrations with Pabbly Connect

Pabbly Connect also allows integration with various other applications like Zoho, Mailchimp, Shopify, WooCommerce, PayPal, Stripe, Slack, and The Amazing. This enables you to expand your automation capabilities.

For instance, you can add additional steps to send notifications via Slack or update your Mailchimp lists. By leveraging Pabbly Connect, you can create a comprehensive workflow that enhances your lead management and communication efforts.

Conclusion

Using Pabbly Connect, you can effortlessly send PDF files via email to new leads and subscribers. This integration with Google Sheets and Gmail streamlines your lead management process, ensuring timely communication and improved engagement.