How to Send Emails from a New Row in Google Sheets Tables using Pabbly Connect

Learn how to automate sending emails from Google Sheets using Pabbly Connect. Follow our step-by-step guide to set up this integration seamlessly. 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. Accessing Pabbly Connect for Automation

To send emails from a new row in Google Sheets, the first step is accessing Pabbly Connect. You can do this by visiting the Pabbly website and signing up for a free account if you are a new user or logging in if you already have an account.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name it appropriately. For this example, let’s call it ‘Google Sheets Table to Gmail’. This setup is crucial for automating the email sending process.

2. Setting Up the Trigger in Pabbly Connect

In this section, we focus on setting up the trigger for our automation using Pabbly Connect. The trigger will activate whenever a new row is added to your Google Sheets table. Start by selecting Google Sheets as the app in the trigger step.

• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Google Sheets, click on Extensions, and select Add-ons to install the Pabbly Connect Webhooks add-on.

After installing the add-on, set it up by pasting the copied webhook URL into the initial setup. This step allows your Google Sheets to communicate with Pabbly Connect effectively, ensuring that whenever a new lead is added, the data is sent automatically.

3. Configuring Gmail Action in Pabbly Connect

After setting up the trigger, the next step is to configure the Gmail action in Pabbly Connect. This action will send an email to the team member assigned to the new lead. Select Gmail as the app in the action step.

Choose ‘Send Email’ as the action event and connect your Gmail account by clicking on ‘Connect with Gmail’. You will need to grant permissions for Pabbly Connect to access your Gmail account. Once connected, you can start mapping the email details.

• Map the recipient email address to the team member’s email from the trigger response.
• Fill in the email subject and body using mapped data from Google Sheets.
• Select the appropriate sender name and any additional settings such as BCC or CC if needed.

Completing these steps ensures that every time a new lead is added in Google Sheets, an email is sent to the designated team member, streamlining your workflow.

4. Testing the Automation with Pabbly Connect

Now that the setup is complete, it’s time to test the automation created using Pabbly Connect. Go back to your Google Sheets and add a new row with the details of a lead, including the assigned team member.

Once you fill in the details and assign a team member, the trigger will activate. You should see a response in Pabbly Connect indicating that the new row data has been received. This confirmation means that the first part of the automation is working correctly.

Next, check the Gmail account of the assigned team member. They should receive an email containing the lead’s details almost instantly. This testing phase is essential to ensure that the integration between Google Sheets and Gmail via Pabbly Connect is functioning as intended.

5. Conclusion

Using Pabbly Connect to send emails from a new row in Google Sheets is an efficient way to automate your workflow. This integration allows for seamless communication with your team, ensuring that leads are promptly followed up on.

By following the steps outlined in this tutorial, you can set up your automation in no time. This setup not only saves time but also enhances productivity, making it a valuable tool for your business.