How to Create an HTML Template Email in Gmail Using Pabbly Connect

Learn how to create an HTML template email in Gmail using Pabbly Connect. Follow our step-by-step guide to integrate Google Sheets and Gmail seamlessly. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Gmail Integration

To create an HTML template email in Gmail using Pabbly Connect, start by accessing the Pabbly Connect dashboard. Simply open your browser and type in ‘Pabbly.com/connect’. If you don’t have an account, click on ‘Sign Up Free’ to create one in just two minutes.

Once logged in, you will see the Pabbly Connect dashboard. From here, click on ‘Create Workflow’ to begin your integration process. You can name your workflow, for example, ‘Emails in HTML Template’, then click ‘Create’ to proceed.

2. Setting Up Google Sheets as a Trigger in Pabbly Connect

In this step, you will set up Google Sheets as the trigger application in Pabbly Connect. Select ‘Google Sheets’ as your trigger application and choose ‘New or Updated Spreadsheet Row’ as the trigger event. This allows Pabbly Connect to monitor your Google Sheets for new entries.

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

After copying the webhook URL, navigate to your Google Sheets. Install the Pabbly Connect add-on from the Google Workspace Marketplace if you haven’t done so already. Once installed, click on ‘Add-ons’, hover over Pabbly Connect, and select ‘Initial Setup’. Here, paste the webhook URL and set your trigger column, typically the last data entry column.

3. Connecting Gmail to Send HTML Emails via Pabbly Connect

With your Google Sheets set up, it’s time to configure Gmail in Pabbly Connect. In the action event, search for ‘Gmail’ and select ‘Send Email’. This action allows you to send emails directly from your Gmail account.

Click on ‘Connect’ to link your Gmail account. Choose your account from the list and grant the necessary permissions. Once connected, you will be prompted to fill in the recipient’s email address, which you will map from the Google Sheets data you previously set up.

• Select ‘Send Email’ as the action event.
• Map the recipient’s email from the Google Sheets response.
• Enter the sender name and email subject.

Make sure to select ‘HTML’ as the email content type. This is crucial for sending your email in HTML format. You can then create your HTML email content in the provided field.

4. Creating the HTML Email Template in Pabbly Connect

Now, it’s time to create the HTML content for your email using Pabbly Connect. Click on the HTML content field which will redirect you to an HTML editor. Here, you can draft your email body, including dynamic fields from Google Sheets.

For example, you can start with a greeting, followed by the student’s name, class, and percentage. This allows for personalized emails based on the data in your Google Sheets. Once you have drafted your email, copy the generated HTML code back into the email content field in Pabbly Connect.

Use the HTML editor to draft your email body. Map dynamic fields like student name, class, and percentage. Copy the HTML code back into Pabbly Connect.

After pasting the HTML code, review your email settings and click on ‘Save and Send Test Request’ to test the email sending process.

5. Testing and Finalizing Your HTML Email Workflow

After setting everything up in Pabbly Connect, it’s crucial to test your workflow. Click on ‘Save and Send Test Request’ to send a test email. You should receive a confirmation that the email has been sent successfully.

Now, check the recipient’s Gmail account to ensure the email appears as intended. The email should reflect the HTML format you created, displaying the student’s name, class, and percentage correctly. This confirms that your integration between Google Sheets and Gmail via Pabbly Connect is functioning as expected.

By following these steps, you can successfully create and send personalized HTML template emails using Pabbly Connect. This powerful integration allows for seamless communication and efficient data handling.

Conclusion

In this tutorial, we explored how to create an HTML template email in Gmail using Pabbly Connect, integrating Google Sheets for dynamic content. This integration streamlines your email communication and enhances personalization.