Automatically Draft Emails in Zoho Mail from Google Sheets Using Pabbly Connect

Learn how to automatically draft emails in Zoho Mail from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Drafting Automation

To automatically draft emails in Zoho Mail from Google Sheets, start by accessing Pabbly Connect. This powerful integration platform enables seamless automation between Google Sheets and Zoho Mail.

New users must sign up for a free account at Pabbly Connect, where they will receive free tasks every month. Existing users can simply log in to their accounts. Once logged in, click on the ‘Create Workflow’ button to begin.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, name your workflow appropriately, such as ‘Draft Emails Automatically from Google Sheets Data’. This helps in identifying the workflow later.

In the workflow setup, you will see two boxes labeled Trigger and Action. Select Google Sheets as the trigger application and choose the ‘New or Updated Spreadsheet Row’ event. This means that every time a new row is added or updated in Google Sheets, the automation will trigger.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Click on ‘Save’ to proceed.

Once this is set up, you will receive a webhook URL from Pabbly Connect, which will be used to connect Google Sheets to the automation.

3. Connecting Google Sheets to Pabbly Connect

Next, go to your Google Sheets and click on ‘Extensions’. From there, navigate to ‘Add-ons’ and select ‘Get Add-ons’. Search for the Pabbly Connect Webhook add-on and install it. using Pabbly Connect

Once installed, access the add-on from the ‘Extensions’ menu. Click on ‘Initial Setup’ and paste the webhook URL you copied from Pabbly Connect. Set the trigger column to the final data column, which in this case is column C. This means that when data is filled in column C, the automation will be triggered.

• Go to Extensions > Add-ons > Get Add-ons.
• Install the Pabbly Connect Webhook add-on.
• Configure the Initial Setup with the webhook URL.

After setting this up, test the connection to ensure that data is being sent correctly to Pabbly Connect.

4. Setting Up Zoho Mail Integration in Pabbly Connect

Now that Google Sheets is connected, it’s time to set up Zoho Mail in Pabbly Connect. Search for Zoho Mail as the action application and select the ‘Create Draft’ action event.

Click on ‘Connect’ and add a new connection by providing your Zoho Mail account details. Once connected, you will be prompted to map the fields from Google Sheets to Zoho Mail. This includes the recipient email address, subject line, and email content.

Select Zoho Mail as the action application. Choose ‘Create Draft’ as the action event. Map the fields from Google Sheets to Zoho Mail.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the email draft is created successfully in Zoho Mail.

5. Testing the Automation

With everything set up, it’s time to test the automation. Go back to your Google Sheets and add a new row with the email details, including the subject line and content. using Pabbly Connect

As soon as you fill in the details up to column C, the automation should trigger, and you will see the drafted email in your Zoho Mail account. This process eliminates the need to manually draft emails, making your workflow efficient.

To ensure everything works in real-time, enable the ‘Send on Event’ option, which allows the automation to capture new entries automatically. Once you have tested this, you can continue adding new email drafts seamlessly.

Conclusion

Using Pabbly Connect, you can easily automate the process of drafting emails in Zoho Mail from Google Sheets. This integration streamlines your workflow and saves time, allowing you to focus on more important tasks.