Learn how to automate sending emails from Google Sheets using Gmail with Pabbly Connect. Follow our step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin sending emails from Google Sheets using Gmail, you need to access Pabbly Connect. This platform allows for seamless integration between various applications. Start by visiting the Pabbly website and signing in to your account.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find the option to create a new workflow. This is where you will set up your automation process for sending emails to your customers based on the data in your Google Sheets.
2. Creating a Workflow in Pabbly Connect
In this section, you will create a workflow that connects Google Sheets and Gmail using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send Emails from Google Sheets Using Gmail’. Then, select the folder to save your workflow.
- Choose Google Sheets as the trigger application.
- Select ‘New or Updated Spreadsheet Row’ as the trigger event.
- Copy the Webhook URL provided by Pabbly Connect for later use.
After setting up the trigger, you will configure the connection between your Google Sheets and the Pabbly Connect workflow. This allows you to automate email sending based on updates in your spreadsheet.
3. Connecting Google Sheets to Pabbly Connect
Now that your workflow is set, it’s time to connect Google Sheets using Pabbly Connect. Open your Google Sheets and go to the Extensions menu. From there, select Add-ons and then Get Add-ons to install the Pabbly Connect Webhook.
Once installed, refresh your Google Sheet to see the Pabbly Connect Webhook option. Click on it, and proceed to the initial setup. Here, paste the Webhook URL you copied earlier and specify the trigger column, which is typically the final data column in your spreadsheet.
- Select the sheet containing customer data.
- Set the trigger column to the column that contains the final data.
- Submit the setup and send a test to verify the connection.
This setup ensures that every time a new row is added or updated in your Google Sheets, it will trigger the email-sending process through Pabbly Connect.
4. Sending Emails via Gmail in Pabbly Connect
With Google Sheets connected, the next step is to set up Gmail as the action application in Pabbly Connect. Select Gmail from the action application options and choose ‘Send Email V2’ as the action event. You will then connect your Gmail account to Pabbly Connect.
During this process, you will need to authorize Pabbly Connect to access your Gmail account. Once connected, you can map the recipient’s email address from the Google Sheets data. This ensures that emails are sent to the correct customer based on the information stored in your spreadsheet.
Map the recipient’s email using the dynamic data from Google Sheets. Fill in the sender’s name and email subject. Compose the email content, using mapped data for personalization.
Finally, save your settings and send a test email to confirm that everything is working correctly. This step is crucial for ensuring that your automation runs smoothly.
5. Automating Email Sending to All Customers
Now that you have set up the workflow, you can automate the process of sending emails to all customers using Pabbly Connect. To do this, go back to your Google Sheets and use the Pabbly Connect Webhook to send all data at once.
By clicking on the ‘Send All Data’ option in the Pabbly Connect Webhook menu, you can trigger emails to all customers listed in your spreadsheet. This allows you to efficiently reach out to your entire customer base in just a few clicks.
Additionally, enable the ‘Send on Event’ feature to ensure that any new customer added to the spreadsheet will also receive an email automatically. This feature enhances your engagement with customers and keeps them informed about your latest products.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate sending emails from Google Sheets using Gmail. By following the steps outlined, you can efficiently communicate with your customers and enhance engagement with your product launches. This process not only saves time but also ensures consistent communication with your customer base.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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