How to Send Email Attachments via Automation with Pabbly Connect

Learn to automate sending email attachments through Gmail using Pabbly Connect. This detailed tutorial covers integration steps with Google Forms and Gmail. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To start sending email attachments through automation, you need to access Pabbly Connect. Begin by visiting the official website at Pabbly.com/connect. If you are a new user, click on the ‘Sign Up’ option to create an account. Existing users can simply log in using the ‘Sign In’ button.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you will find the option to create a new workflow. Click on ‘Create Workflow’ and give your workflow a name, such as ‘Send Attachments in Gmail via Automation’. This sets the stage for integrating Google Forms and Gmail through Pabbly Connect.

2. Setting Up Google Forms Integration with Pabbly Connect

The next step involves setting up Google Forms as your trigger application in Pabbly Connect. Select Google Forms and choose the trigger event as ‘New Response Received’. This means that every time a new response is submitted through your Google Form, it will trigger the automation.

• Choose Google Forms as the trigger application.
• Select ‘New Response Received’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, head over to your Google Form and navigate to the responses section. Click on the three dots to select the response destination, and create a new spreadsheet. This spreadsheet will capture all the responses from your form, which will then be sent to Pabbly Connect for further processing.

3. Configuring Google Sheets with Pabbly Connect

Once you have set up your Google Form, the next step is to configure it with Pabbly Connect. Open the Google Sheet linked to your form, and go to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh the page to enable the add-on.

• Open the Google Sheet linked to your form.
• Go to Extensions > Pabbly Connect Webhooks > Initial Setup.
• Paste the copied webhook URL and set the trigger column.

This setup allows Pabbly Connect to receive the form responses directly from Google Sheets. Ensure that you set the trigger column to the last column where data is added, which is usually the email address column. After completing this, send a test response to verify the setup.

4. Integrating Gmail with Pabbly Connect

After configuring Google Sheets, the next step is to integrate Gmail with Pabbly Connect. Select Gmail as your action application and choose ‘Send Email’ as the action event. You will need to connect your Gmail account to Pabbly Connect by clicking on ‘Add New Connection’ and granting the necessary permissions.

Once connected, you will map the email fields. This involves selecting the recipient’s email address from the previous step, entering the sender’s name, and composing the email subject and body. You can also add the attachment by specifying the file name and URL. This mapping is crucial as it ensures that each email sent contains the correct information based on the form responses.

5. Testing the Automation Process with Pabbly Connect

Now that you have set up both Google Forms and Gmail in Pabbly Connect, it’s time to test the automation. Fill out the Google Form again with a new response. Upon submission, you should receive an email in your Gmail inbox containing the specified attachment.

This verification step confirms that the integration is working correctly. If everything is set up properly, you will receive an email with the project resource document attached, along with a personalized message. This demonstrates how effectively Pabbly Connect automates the process of sending email attachments based on form submissions.

Conclusion

In this tutorial, we explored how to send email attachments via automation using Pabbly Connect. By integrating Google Forms and Gmail, you can automate the process of sending personalized emails with attachments based on form responses. This not only saves time but also enhances communication efficiency.

Utilizing Pabbly Connect for such integrations allows users to streamline their workflows and improve productivity. Follow these steps to set up your own automation and enjoy the benefits of seamless email communication.