How to Use Google Sheets Dropdown Function Using Pabbly Connect

Learn how to integrate Google Sheets dropdown function with Pabbly Connect and Gmail in this detailed tutorial. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets Integration

To start using the Google Sheets dropdown function with Pabbly Connect, first, navigate to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. This will take you to the landing page of the software.

If you are a new user, click the ‘Sign Up for Free’ button, which allows you to create an account quickly. Existing users can simply sign in. Upon signing up, you will receive 100 free tasks to get started with Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once logged in, you will be directed to the Applications page of Pabbly Connect. Here, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. For this tutorial, name it something relevant like ‘Google Sheets Dropdown Integration’ and click ‘Create’.

• Select Google Sheets as your trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL that appears for connecting Google Sheets to Pabbly Connect.

This webhook URL acts as a bridge between Google Sheets and Pabbly Connect. Make sure to save it for the next steps in the integration process.

3. Setting Up Google Sheets for Dropdown Function

Open your Google Sheets document where you want to implement the dropdown function. For this example, we will create a spreadsheet named ‘Dropdown Function Demo’. In this sheet, you will have columns for Name, Email Address, and Contact Number, along with a dropdown column for status (Selected or Not Selected).

To set up the dropdown, go to the cell in the status column, select Data from the menu, then Data Validation. Choose ‘List of items’ and enter ‘Selected, Not Selected’. This creates a dropdown menu for the status field. It is important to ensure that the dropdown is correctly set up so that it interacts seamlessly with Pabbly Connect.

4. Configuring the Webhook in Google Sheets

After setting up the dropdown, go to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. Once installed, refresh the Google Sheet to ensure the add-on appears under Extensions.

• Navigate to Extensions > Pabbly Connect Webhooks > Initial Setup.
• Paste the webhook URL you copied earlier into the designated field.
• Select the trigger column where the dropdown is located, typically the last column.

Once you’ve completed these steps, click ‘Send Test’ to verify that the connection works. This will ensure that Pabbly Connect receives data from Google Sheets whenever a new row is added or updated.

5. Finalizing the Integration with Gmail

Next, set up actions based on the dropdown selection. In Pabbly Connect, if the dropdown is set to ‘Selected’, you will want to send a congratulatory email via Gmail. Add a new action step, select Gmail as the application, and choose ‘Send Email’ as the action event.

Map the recipient’s email address from the previous steps to ensure that the correct details are sent. Fill in the email subject and body, and click ‘Save and Send Test Request’ to finalize the configuration. If the dropdown is set to ‘Not Selected’, you can set up a different action for sending a rejection email.

By following these steps, you can effectively automate the process of sending emails based on the dropdown selection in Google Sheets using Pabbly Connect. The integration allows you to handle different scenarios efficiently without manual intervention.

Conclusion

In this tutorial, we explored how to use the Google Sheets dropdown function with Pabbly Connect and Gmail. By following these steps, you can automate email notifications based on dropdown selections in your Google Sheets, enhancing your workflow efficiency.