How to Send Product Catalog from Google Sheets to Email – Pabbly Connect Tutorial

Learn how to automate sending a product catalog from Google Sheets to Gmail using Pabbly Connect. Follow these detailed steps for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send a product catalog from Google Sheets to email, you first need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly. If you don’t have an account yet, create a free account in just a few minutes.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. Provide a meaningful name for your workflow, such as ‘Send Product Catalog to Customers from Google Sheets to Gmail’. After naming your workflow, click on ‘Create’ to proceed.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up a trigger in Pabbly Connect that detects when new customer data is added to Google Sheets. Select ‘Google Sheets’ as your trigger application and choose the event ‘New or Updated Spreadsheet Row’. This means that every time a new row is added or an existing row is updated, the automation will trigger.

Next, follow the instructions provided by Pabbly Connect to build the connection. Copy the webhook URL provided by Pabbly Connect and head over to your Google Sheets. Click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for the Pabbly Connect Webhook add-on and install it if you haven’t already. Once installed, open the add-on and proceed with the initial setup.

• Go to the Pabbly Connect Webhook add-on and paste the copied webhook URL.
• Set the trigger column to the last data entry column (for example, column C).
• Test the integration by adding a new row in Google Sheets.

After these steps, return to Pabbly Connect to see if the data has been captured successfully. You should see the details from the new row displayed on your dashboard, confirming that the connection is functioning correctly.

3. Configuring the Email Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure the email action in Pabbly Connect. Select ‘Gmail’ as the action application and choose the event ‘Send Email’. This action will send the product catalog to the customer using their email address from Google Sheets.

Click on ‘Connect’ to set up the Gmail connection. You will need to provide access to your Gmail account. If you have previously connected Gmail to Pabbly Connect, you can use the existing connection. Once connected, you will see several fields to fill out for the email.

• Map the recipient email address from the Google Sheets data.
• Compose a subject line and email content, including a link to the product catalog.
• Test the email sending by clicking on ‘Save and Send Test Request’.

Once you send the test email, check your Gmail account to confirm that the email has been received with the correct details and attachment. This confirms that the email integration is working as intended through Pabbly Connect.

4. Sending the Product Catalog to All Customers

To send the product catalog to all customers listed in your Google Sheets, ensure that your automation is correctly set up in Pabbly Connect. You can utilize the ‘Send All Data’ feature, which allows you to send the same product catalog link to all customers whose details are in the spreadsheet.

After confirming that your automation is functioning correctly, click on the ‘Send All Data’ button in Pabbly Connect. This action will trigger the process to send out emails to all customers listed in the Google Sheets. Each email will contain the personalized details for each customer, ensuring they receive the correct information.

Once you click the button, you can monitor the process through your Gmail account. Refresh your inbox to see the emails being sent to each customer, confirming that Pabbly Connect is effectively handling the automation.

Conclusion: Automating Product Catalog Emails with Pabbly Connect

This tutorial illustrates how to automate sending a product catalog from Google Sheets to email using Pabbly Connect. By following these detailed steps, you can streamline your communication with customers and ensure they receive the latest product information effortlessly.

With Pabbly Connect, managing your email communications has never been easier. Start automating today and save valuable time while enhancing your customer engagement!