How to Send Christmas Wishes to Customers via Email Automatically Using Pabbly Connect

Learn how to automate sending Christmas wishes to customers via email using Pabbly Connect, integrating Google Sheets and Gmail seamlessly. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Automate Email Wishes

To send Christmas wishes to customers via email automatically, start by accessing Pabbly Connect. This platform allows you to integrate different applications seamlessly. If you’re new, you can sign up for a free account, which provides 100 free tasks every month.

Once you have your account, log in to Pabbly Connect. Upon signing in, you will see all the applications available. Click on the ‘Access Now’ button for Pabbly Connect to begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you’ll need to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. Here, you will be prompted to name your workflow. Name it ‘Send Christmas Wishes to Customers via Email Automatically’.

• Enter the workflow name in the provided field.
• Select a folder to save your workflow, such as ‘Gmail Automations’.
• Click on the ‘Create’ button to finalize your workflow creation.

Once the workflow is created, you’ll notice two sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result.

3. Setting Up Google Sheets as Trigger

In this step, we will set Google Sheets as the Trigger application in Pabbly Connect. Select ‘Google Sheets’ and choose the trigger event as ‘New or Updated Spreadsheet Row’. This ensures that whenever a new customer is added or an existing customer’s details are updated, the automation will be triggered.

After selecting the trigger event, Pabbly Connect will provide you with a Webhook URL. Copy this URL, as it will be used to connect your Google Sheets to Pabbly Connect.

• Open your Google Sheets and go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it if not already done.
• Go back to Extensions > Pabbly Connect Webhooks > Initial Setup.

Paste the Webhook URL in the designated field and set the trigger column to the column where customer data will be entered (e.g., Column D). After this setup, click on the ‘Submit’ button to complete the configuration.

4. Sending Emails Using Gmail Action

With the trigger set up, the next step is to configure the Action to send emails using Gmail. Select ‘Gmail’ as the Action application in Pabbly Connect and choose the action event as ‘Send Email V1’. This will enable you to send personalized emails to your customers.

Click on the ‘Connect’ button to authorize Pabbly Connect to access your Gmail account. You will be prompted to allow permissions for Pabbly Connect to send emails on your behalf. Once authorized, you can set up the email details.

Map the recipient’s email address from the previous step’s response. Fill in the sender name, subject, and email content. Select the content type as HTML for formatting the email.

After filling in all required details, click on the ‘Save and Send Test Request’ button to test the email functionality. If successful, you will see a confirmation message.

5. Finalizing Automation with Pabbly Connect

To ensure that all customers in your Google Sheets receive Christmas wishes, you need to adjust the settings in Pabbly Connect to send emails to all existing customers. Go back to the Extensions in Google Sheets, select Pabbly Connect Webhooks, and choose the ‘Send All Data’ option.

This step will ensure that the automation captures all customer data already present in the spreadsheet, allowing you to send personalized wishes to everyone. Now, whenever you add a new customer, they will also receive an email automatically.

After completing these steps, your automation is fully set up. You can now send Christmas wishes to all your customers automatically using Pabbly Connect, enhancing your customer relationship during the festive season.

Conclusion

In conclusion, using Pabbly Connect to automate sending Christmas wishes via email is an efficient way to maintain customer relationships. By integrating Google Sheets and Gmail, you can ensure personalized messages reach all your customers effortlessly. This automation saves time and enhances customer satisfaction during the holiday season.