How to Send Emails via Gmail for New Salesmate Deals Using Pabbly Connect

Learn how to automate sending emails via Gmail for new Salesmate deals using Pabbly Connect. Step-by-step tutorial on integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the process of sending emails via Gmail for new Salesmate deals, you first need to access Pabbly Connect. Open your web browser and type in the URL Pabbly.com/connect. This will take you to the landing page of Pabbly Connect.

If you are a new user, click on the ‘Sign Up for Free’ button, which will allow you to create an account in under two minutes. Existing users can simply sign in using their credentials. Upon signing up, you will receive 100 free tasks to explore the application’s features.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the ‘All Apps’ section and click on ‘Access Now’ under Pabbly Connect. You will be directed to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. For this integration, name it ‘Send Emails via Gmail for New Salesmate Deals’ and click on ‘Create’. This workflow will automate the email notifications for new deals created in Salesmate.

3. Setting Up the Trigger for New Salesmate Deals

In your newly created workflow, the next step is to set up the trigger. Select ‘Salesmate’ as your trigger application. This is crucial because every time a new deal is created in Salesmate, it will trigger the workflow. using Pabbly Connect

Choose ‘New Deal’ as the trigger event. This ensures that the workflow will start every time a new deal is created. Pabbly Connect will provide you with a webhook URL, which acts as a bridge between Salesmate and Pabbly Connect. Copy this URL as it will be needed for the next steps.

4. Configuring Salesmate to Capture New Deals

Log into your Salesmate account and navigate to the ‘Profile Icon’. Click on it and go to ‘Setup’, then scroll down to ‘Workflow Management’ under Sales Automation. Click on ‘New Rule’ to create a new rule for capturing new deals.

Fill in the required details, such as naming the rule (e.g., ‘Demo Deal’) and selecting the module as ‘Create Deal’. After that, proceed to the next steps where you will set the action based on the creation of the deal. Choose ‘Call Webhooks’ and paste the webhook URL you copied from Pabbly Connect.

• Name the webhook (e.g., ‘Demo Webhook’)
• Select the method as POST
• Choose Form Data for the body

Map the necessary fields such as title, owner, source, and contact details. Once completed, save the configuration and proceed to test the webhook.

5. Sending Emails via Gmail Integration

Now that your trigger is set up, the next step is to configure Gmail as the action application in your Pabbly Connect workflow. Select ‘Gmail’ as your action application and choose the action event as ‘Send Email’. using Pabbly Connect

Connect your Gmail account to Pabbly Connect by clicking on ‘Add New Connection’ and authorizing the connection. After successful authentication, you will need to fill in the recipient’s email address, sender’s name, subject, and email content. Mapping the deal details from the previous step is crucial for personalizing the email.

• Recipient’s email: Your email address
• Email Subject: New Deal Alert
• Email Content: Include deal details

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’. This will send a test email, confirming that your integration is working correctly. Check your Gmail to ensure you received the email notification about the new deal.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending emails via Gmail for new Salesmate deals. By following the outlined steps, you can effectively manage notifications for new deals and streamline your workflow.