Automate Sending Christmas Emails Using Pabbly Connect and Google Sheets

Learn how to automate sending personalized Christmas wishes via email using Pabbly Connect, Google Sheets, and Gmail. Step-by-step guide included! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Automation

To automate sending Christmas wishes using Pabbly Connect, you first need to access the platform. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

After logging in, you will see all the Pabbly applications. Click on the Pabbly Connect option to access the dashboard where you can create your workflow for sending emails. This is where the automation process begins.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. Name it ‘Send Christmas Wishes to Customers via Email Automatically’ and select a folder to save it, such as ‘Gmail Automations.’ Click on the ‘Create’ button to proceed.

• Name your workflow appropriately.
• Select a folder for organization.
• Click ‘Create’ to finalize your workflow setup.

Once the workflow is created, you will see two windows: one for the trigger and one for the action. The trigger determines when the automation starts, and the action defines what happens next.

3. Setting Up the Trigger with Google Sheets

For the trigger application, select Pabbly Connect as Google Sheets since you will keep customer records there. Choose the trigger event as ‘New or Updated Spreadsheet Row.’ This means that every time you add or update a customer in your Google Sheets, it will trigger the email sending process.

Pabbly Connect will provide a webhook URL to connect Google Sheets. Copy this URL and go to your Google Sheets, then navigate to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t done so already.

• Select Google Sheets as your trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL for further setup.

Next, go back to Google Sheets and set up the webhook by pasting the URL in the Pabbly Connect Webhooks add-on. Specify the trigger column where the final data will be added, such as Column D. After entering this information, click ‘Submit’ to finalize the setup.

4. Setting Up the Action with Gmail

Now, it’s time to set up the action step in your Pabbly Connect workflow. Select Gmail as the action application and choose ‘Send Email V1’ as the action event. This will allow you to send personalized emails to your customers.

Click on the connect button and authorize Pabbly Connect to access your Gmail account. Once authorized, you will need to fill in the recipient’s email address, which you can map from the previous step’s data. This ensures that each email goes to the correct customer based on the information in Google Sheets.

Select Gmail as your action application. Choose ‘Send Email V1’ as the action event. Authorize Pabbly Connect to access your Gmail account.

Fill in the email subject and body. For example, you can use ‘Spread the Joy: A Christmas Wish for You’ as the subject. In the email content, you can personalize it by including the customer’s name dynamically, ensuring that each message feels personal and heartfelt.

5. Finalizing the Automation Process

After setting up the action, click on the ‘Save and Send Test Request’ button to test the workflow. If everything is set up correctly, you should receive a test email in your Gmail account. Check your inbox to confirm that the email has been sent successfully.

Finally, to ensure that this automation works for all customers, go back to your Google Sheets and select the option to send all data to Pabbly Connect. This way, every customer in your sheet will receive their personalized Christmas wishes automatically.

With the successful setup of Pabbly Connect, you have now automated the process of sending Christmas wishes to your customers via email. This not only saves time but also enhances customer engagement during the festive season.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending personalized Christmas emails using Google Sheets and Gmail. This process helps you save time and connect with your customers effectively.