How to Automate Emails with Pabbly Connect and Google Sheets

Learn how to automate email notifications using Pabbly Connect with Google Sheets and SMTP. Step-by-step guide for seamless integration. 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 Automation

To start automating emails using Pabbly Connect, first, access the platform by searching for Pabbly Connect in your browser. Once on the landing page, you will see options to sign in or sign up for free.

If you are a new user, click on ‘Sign up for free’ to get started. Existing users should click on ‘Sign in’. After logging in, you will see various Pabbly applications available. Click on ‘Access Now’ under Pabbly Connect to enter the dashboard.

2. Creating Your Workflow in Pabbly Connect

Once you’re in the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, name it ‘Send Automated Emails from Google Sheets via SMTP’.

After naming your workflow, click on ‘Create’. You will be directed to the workflow window where you can set up triggers and actions. The trigger is the event that will start your automation, and actions are the tasks that follow. In this case, the trigger will be Google Sheets.

• Click on ‘Google Sheets’ as the trigger application.
• Select the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided.

After setting up the trigger, you will use this webhook URL to connect your Google Sheets account with Pabbly Connect. This integration allows automatic email notifications to be sent when a new row is added in Google Sheets.

3. Connecting Google Sheets to Pabbly Connect

To link Google Sheets with Pabbly Connect, open your Google Sheets where you want to set up the automation. Go to Extensions, then Add-ons, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhook’ and install it. After installation, refresh your Google Sheets.

Once refreshed, go back to Extensions, select ‘Pabbly Connect Webhook’, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column. For example, if your final data column is G, enter G as the trigger column.

• Paste the webhook URL into the designated field.
• Select the trigger column where data will be entered.
• Click ‘Submit’ to save your settings.

After submission, you will see a confirmation that the setup was successful. This means your Google Sheets is now connected to Pabbly Connect and ready to trigger email notifications.

4. Sending Emails via SMTP with Pabbly Connect

Now that your Google Sheets is connected, it’s time to set up the action that sends emails. In your Pabbly Connect workflow, select ‘SMTP by Pabbly’ as the action application. Choose ‘Send Email’ as the action event.

You will need to connect your SMTP account. Click on ‘Add New Connection’ and enter the required details such as hostname, username, password, encryption type, and port. After entering these details, click ‘Save’ to establish the connection.

Enter the SMTP connection details accurately. Map the recipient’s email from the previous Google Sheets trigger response. Set the email subject and body, including dynamic fields from the Google Sheets data.

After completing the email setup, click on ‘Save and Send Test Request’ to verify that the email is sent successfully. With Pabbly Connect, you can now automate email notifications based on new entries in your Google Sheets.

5. Testing the Integration of Pabbly Connect

To ensure everything is set up correctly, perform a test submission in Google Sheets. Add a new row with details such as first name, last name, email, phone number, source, and status. Assign it to a sales team member and save the row.

Once the row is saved, Pabbly Connect will trigger the workflow, and an email should be sent to the assigned member automatically. Check the recipient’s inbox to confirm that the email was received with the correct details.

Verify that the email contains all mapped details correctly. Test with different entries to ensure the workflow functions seamlessly. Monitor for any errors or issues in the Pabbly Connect dashboard.

By successfully testing the integration, you can confirm that Pabbly Connect efficiently automates the email notifications based on Google Sheets entries, enhancing your workflow and communication processes.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate email notifications from Google Sheets via SMTP. By following the steps outlined, you can streamline your communication and improve your workflow efficiency.