How to Send Email with Attachment from MS Excel Using Pabbly Connect

Learn how to send emails with attachments from MS Excel using Pabbly Connect. Follow this step-by-step tutorial to automate your email sending process efficiently. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Email Automation

To send emails with attachments from MS Excel, you first need to access Pabbly Connect. This tool allows you to automate workflows between applications like Excel and Outlook seamlessly. Begin by visiting the official Pabbly website.

As a new user, click on the ‘Sign Up for Free’ button to create your account. If you are an existing user, simply log in to your account. Once logged in, navigate to the Pabbly Connect dashboard.

2. Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a workflow to automate the email sending process. Click on the ‘+’ icon to create a new workflow and name it ‘Send Email with Attachment from MS Excel’. This name should reflect the purpose of your automation.

Now, in the trigger window, select ‘Microsoft Excel’ as your application. Choose the trigger event as ‘New Row in a Worksheet’. This selection allows Pabbly Connect to monitor your Excel sheet for any new entries.

• Select ‘Connect’ and then ‘Add New Connection’.
• Authorize Pabbly Connect to access your Microsoft Excel account.
• Choose the specific workbook and worksheet that contains your email data.

Once the connection is established, save and send a test request to capture the latest data from your Excel sheet. This step ensures that Pabbly Connect can retrieve the necessary details for sending emails.

3. Map Data for Sending Emails

With Pabbly Connect set up to receive data from MS Excel, the next step is to configure the action to send emails. In the action window, select ‘Microsoft Office 365’ as your application and choose ‘Send Mail’ as the action event. This setup allows Pabbly Connect to send emails through your Outlook account. using Pabbly Connect

Click on ‘Connect’ and then ‘Add New Connection’ to link your Office 365 account. Authorize the connection by allowing Pabbly Connect to access your Outlook information. Once connected, you can start mapping the email content.

• Map the subject line and body content from the Excel trigger response.
• Include the recipient’s email address from the Excel data.
• Attach any necessary files using the attachment link from the Excel sheet.

Once you have mapped all the required fields, click on ‘Save and Send Test Request’ to send a test email. This action verifies that your setup is functioning correctly.

4. Test the Real-Time Integration

After successfully sending a test email, you can check if the integration works in real-time. Go back to your Excel sheet and enter new customer details. Include all necessary information such as name, email address, subject, body message, and attachment link.

Once you have added this new entry, return to your Outlook account and refresh the inbox. Since Pabbly Connect uses a polling mechanism, it may take a few moments for the email to appear. Be patient as it checks for new entries every few minutes.

When the email arrives, open it to confirm that all details, including the attachment, are correctly displayed. This step ensures that your integration between MS Excel and Outlook via Pabbly Connect is working as expected.

5. Conclusion: Automate Your Email Process with Pabbly Connect

In this tutorial, you learned how to send emails with attachments from MS Excel using Pabbly Connect. By following the steps outlined, you can automate the process of emailing customers directly from your Excel sheet. This integration not only saves time but also enhances your workflow efficiency.

Utilizing Pabbly Connect allows you to streamline communications and ensure timely delivery of important documents. Start automating your email processes today and experience the benefits of integration!