Automatically Send Webinar Follow-Up Emails Using Pabbly Connect

Learn how to automatically send webinar follow-up emails from Google Sheets using Gmail with Pabbly Connect. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Email Automation

In this tutorial, we will explore how to use Pabbly Connect to automatically send webinar follow-up emails from Google Sheets using Gmail. This integration streamlines communication with leads by sending personalized emails whenever a new entry is added to your Google Sheets.

To get started, you need to access Pabbly Connect. If you are a new user, visit the Pabbly website and sign up for a free account. Existing users can simply log in to their account. Once logged in, you can create automated workflows that enhance your productivity and communication.

2. Setting Up the Google Sheets Trigger in Pabbly Connect

To set up your workflow, first, create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name it ‘Automatically Send Webinar Follow-Up Emails from Google Sheets Using Gmail’. This will help you identify the workflow later.

Next, you will add a trigger to your workflow. The trigger application will be Google Sheets, and the event will be a new or updated spreadsheet row. Follow these steps to set it up:

• Select Google Sheets as your trigger application.
• Choose the event ‘New or Updated Spreadsheet Row’.
• Click on the ‘Connect’ button to link your Google Sheets account.

After connecting, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to link Google Sheets with your Pabbly Connect account.

3. Integrating Google Sheets with Pabbly Connect

To link Google Sheets with Pabbly Connect, open your Google Sheets and go to the ‘Extensions’ menu. From there, select ‘Add-ons’ and then ‘Get Add-ons’. Search for ‘Pabbly Connect Webhook’ and install it. Once installed, refresh your Google Sheet to see the new add-on.

Now, follow these steps to configure the webhook:

• Click on ‘Pabbly Connect Webhook’ from the Extensions menu.
• Select ‘Initial Setup’ and paste the webhook URL you copied earlier.
• Specify the trigger column, which should be the last column of your spreadsheet (e.g., Column E).

Once you submit this setup, your Google Sheets will be successfully connected to Pabbly Connect, and it will be able to detect new entries automatically.

4. Configuring Gmail to Send Follow-Up Emails

With your Google Sheets connected to Pabbly Connect, the next step is to set up Gmail as the action application. In your workflow, click on the plus button next to Google Sheets and select Gmail as the action application. The action event will be ‘Send Email’.

To connect your Gmail account, click on the ‘Connect’ button. You can either select an existing connection or create a new one. Once connected, you will need to fill out the required fields for sending the email:

Map the recipient email address from the Google Sheets data. Enter a sender name (e.g., your organization name). Set the email subject and content, using mapping to personalize the message.

After filling in these fields, click on the ‘Save and Send Test Request’ button. This will send a test email to ensure everything is set up correctly.

5. Testing Your Workflow in Pabbly Connect

Once you have configured both Google Sheets and Gmail in Pabbly Connect, it’s time to test your workflow. Go back to your Google Sheets and add a new row with the necessary details. After submitting the form linked to your Google Sheets, check if a new entry appears.

After confirming the new row is added, return to Pabbly Connect and check if the test email was sent successfully. You should see a confirmation in your Gmail inbox, indicating that the integration works perfectly. This means that every time a new row is added to your Google Sheets, an automatic follow-up email will be sent to that lead.

Conclusion

In conclusion, using Pabbly Connect allows you to automate sending webinar follow-up emails effortlessly from Google Sheets using Gmail. This integration enhances your communication with leads by ensuring timely and personalized responses. By following this tutorial, you can set up a seamless workflow that saves time and improves efficiency.