How to Send Email from MS Excel – MS Excel to Gmail Integration with Pabbly Connect

Learn how to integrate MS Excel with Gmail using Pabbly Connect to automate email sending efficiently. Follow our step-by-step tutorial for seamless integration. 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 for Integration

To send emails from MS Excel automatically, begin by accessing Pabbly Connect. This platform allows you to integrate various applications seamlessly, including MS Excel and Gmail.

Start by typing Pabbly.com in your browser. Once on the website, navigate to the products section and select Pabbly Connect. If you are a new user, click on the ‘Sign up for free’ button to create your account. Existing users can simply sign in.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a workflow. Click on the plus sign and select ‘Create Workflow’. Name your workflow appropriately, such as ‘Send Email from MS Excel’.

• Click on the ‘Create’ button to proceed.
• You will see a trigger window and an action window.
• Select MS Excel as your trigger application.

Now, choose the trigger event as ‘New Row in Worksheet’ to capture new entries in your Excel sheet. Click on connect, then add a new connection by selecting ‘Connect with Microsoft Excel’.

3. Connecting MS Excel to Pabbly Connect

Once you initiate the connection, Pabbly Connect will request permission to access your Microsoft Excel account. Make sure you are logged into your Excel account before proceeding. Click ‘Yes’ to grant access.

After successful authorization, you will see all your workbooks listed. Select the workbook you want to use, for instance, ‘Welcome Emails to Customers’. Ensure the correct sheet is also selected, which is typically ‘Sheet1’ if that’s the only sheet available.

4. Setting Up Gmail Integration in Pabbly Connect

With your MS Excel connected, you now need to set up the action application, which is Gmail. In the action window, select Gmail and choose the action event ‘Send Email’. Click on connect and add a new connection for Gmail.

• Choose your Gmail account from the list presented.
• Scroll down and click ‘Continue’ to allow Pabbly Connect access.
• Fill in the email recipient, subject, and body using the mapped data from Excel.

For example, map the recipient email address from the Excel sheet. You can customize the subject line and email content using data captured from the trigger step.

5. Testing and Saving Your Workflow

After setting up the email parameters, click on ‘Save and Send Test Request’. This will send a test email to ensure everything is functioning as expected. You will receive a confirmation that the email was sent successfully.

To verify, check the recipient’s inbox for the test email. If the email appears with the correct subject and body, your integration is successful. Finally, save your workflow in Pabbly Connect to ensure it runs in real-time whenever new data is added to your Excel sheet.

Conclusion

In this tutorial, we demonstrated how to send emails from MS Excel using Pabbly Connect to automate the process. By integrating MS Excel with Gmail, you can streamline communication with customers efficiently. This integration allows you to send personalized emails automatically whenever new data is added to your spreadsheet.