Automate Birthday Greetings with Pabbly Connect: A Step-by-Step Guide

Learn how to send automated birthday greetings to clients using Pabbly Connect, Google Sheets, and Gmail. Follow this detailed tutorial for seamless integration. 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. Accessing Pabbly Connect for Automated Birthday Greetings

To send automated birthday greetings to clients, the first step is to access Pabbly Connect. Open your browser and go to the Pabbly Connect landing page by entering ‘Pabbly.com/connect’. This is where you can create your automation workflow.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to create an account and receive hundreds of tasks free each month. Existing users should click ‘Sign in’ to access their dashboard.

2. Creating Your Workflow in Pabbly Connect

After signing in, click on the ‘Create Workflow’ button to begin setting up your automation. You will be prompted to select the workflow builder. Choose the new workflow builder for a modern interface. using Pabbly Connect

• Click on ‘Create’ after naming your workflow.
• This opens the workflow window where you can set triggers and actions.
• Select ‘Schedule’ as your trigger application to run this workflow daily.

Now, set the event to ‘Schedule Workflow’ and connect it. Specify that you want this workflow to run every day at 9:00 AM. After saving this, your automated birthday greetings workflow will be ready to trigger daily.

3. Fetching Current Date for Birthday Checks

The next step involves fetching the current date using Pabbly Connect. Add another action step and select ‘Date Time Format’ as the action application. This allows you to format and retrieve the current date.

Set the event to ‘Current Date’ and connect it. Specify the format as ‘Date, Month, Year’. This ensures that the workflow retrieves the date correctly for comparison with client birthdays.

• Map the current date to exclude the year, focusing only on the day and month.
• Add another action step with ‘Text Formatter’ to split the date.
• Use ‘Split Text’ to separate the day and month for further processing.

After processing the date, your workflow can now check against the birthday data stored in Google Sheets.

4. Integrating Google Sheets to Retrieve Client Birthdays

Now, it’s time to integrate Google Sheets using Pabbly Connect. Add an action step and select Google Sheets as the application. Choose ‘Lookup Spreadsheet Rows’ as the event and connect your Google Sheets account.

Once connected, specify the spreadsheet name where client details are stored, and select the relevant sheet. For the lookup value, map the date and month you retrieved earlier. This allows the workflow to find any client whose birthday matches the current date.

Enter the lookup column as ‘E’ and the data column as ‘F’ where client information is stored. Make sure to capture advanced responses for detailed client data.

After saving this step, the workflow will successfully retrieve the details of clients whose birthdays are on the current date.

5. Sending Birthday Emails via Gmail

Finally, it’s time to send birthday greetings using Gmail through Pabbly Connect. Add a new action step and select Gmail as the application. Choose ‘Send Email V1’ as the event and connect your Gmail account.

Map the recipient email address from the previous response to personalize each birthday greeting. Fill in the sender’s name, subject, and content of the email. Use HTML formatting for a visually appealing message.

Map the client’s first and last name into the email content for personalization. Test the email to ensure it sends correctly.

After completing this setup, your automated birthday greetings workflow is fully functional. Each day at 9:00 AM, it will check for birthdays and send personalized greetings automatically.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate birthday greetings for clients using Google Sheets and Gmail. By following these steps, you can ensure that your clients receive personalized messages on their special day without manual intervention.