How to Get Email Notifications When Someone Creates a New Record in Airtable Using Pabbly Connect

Learn how to get email notifications when a new record is created in Airtable using Pabbly Connect for seamless integration with Gmail. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. First, navigate to the Pabbly website by typing ‘Pabbly.com/connect’ in your browser. Once there, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up’ button to create your account, which only takes a couple of minutes and grants you 100 free tasks.

After signing in, you will be directed to the applications page. Here, locate and click on the Pabbly Connect option. This will lead you to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to begin setting up the integration between Airtable and Gmail.

2. Setting Up the Trigger with Airtable

In this step, we will set up Airtable as the trigger application using Pabbly Connect. Your objective here is to get email notifications whenever a new record is created in Airtable. Select Airtable as your trigger application and choose the ‘New Record’ event. This event will trigger the workflow every time a new entry is added.

• Select Airtable as the trigger application.
• Choose the ‘New Record’ trigger event.
• Click on ‘Connect’ to link your Airtable account.

After clicking on connect, you will need to authenticate your Airtable account by providing the API key. Once connected, fill in the required fields, including the base and table from which you want to fetch data. Ensure that you have a field named ‘Created’ in your Airtable schema to track the creation time of records, as this is essential for the trigger to function properly.

3. Configuring Gmail as the Action Application

Next, you will set up Gmail as the action application in your Pabbly Connect workflow. This action will send an email notification to your team whenever a new record is created in Airtable. Select Gmail and choose the ‘Send Email’ action event.

Click on ‘Connect’ to link your Gmail account. You will be prompted to authorize Pabbly Connect to send emails on your behalf. After successful authorization, you will be able to map the data received from Airtable into your email template.

• Choose Gmail as the action application.
• Select the ‘Send Email’ action event.
• Map the email fields such as recipient, subject, and body.

In the email mapping section, enter the recipient’s email address (e.g., [email protected]) and provide a subject like ‘New Lead Notification’. In the email body, include the details of the new record such as the full name, email address, and contact number. Once you’ve mapped all the necessary fields, click on ‘Save and Send Test Request’ to verify the integration.

4. Testing the Integration and Verifying Emails

After configuring both Airtable and Gmail in Pabbly Connect, it’s crucial to test the integration. Add a new record in your Airtable base to see if the email notification is sent successfully. Ensure the new record includes the required fields such as full name, email address, and contact number.

Once you add a new record, wait for the polling time of 10 minutes, as set in the trigger configuration. After this time, check your Gmail inbox for the notification email. You should see an email with the subject ‘New Lead Notification’ and the details of the newly created record.

Add a new record in Airtable. Wait for 10 minutes for the trigger to check for new data. Verify the email notification in your Gmail inbox.

Upon receiving the email, you can confirm that the integration is functioning correctly. This means that every time a new record is created in Airtable, an email notification will be sent automatically through Pabbly Connect.

5. Conclusion

Integrating Airtable and Gmail using Pabbly Connect allows you to receive immediate email notifications whenever a new record is created. By following the steps outlined above, you can set up this automation effortlessly, ensuring your team stays informed about new leads and updates in real-time.

With the ability to customize email content and recipient details, Pabbly Connect provides a powerful solution for streamlining your workflow. Start using this integration today to enhance your team’s communication and efficiency.