Watch Step By Step Video Tutorial Below





1. Access Pabbly Connect for Google Sheets and Zoho Mail Integration

To start integrating Google Sheets with Zoho Mail, you need to access Pabbly Connect. Open a new tab and navigate to the Pabbly Connect website. If you are a new user, you can sign up for free, which gives you access to 100 free tasks to test the integration.

Once you are signed up, log in to your Pabbly Connect account. This platform allows you to create automated workflows without any coding skills. You will be able to set up the integration between Google Sheets and Zoho Mail seamlessly.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the “Create Workflow” option. You can use the AI workflow builder by entering a prompt that describes what you want to achieve. For this integration, write, “I want to send emails automatically using Google Sheets and Zoho Mail.”

This will prompt the AI to set up the required events in your workflow. Once you approve the workflow, you will be able to set up the connection between Google Sheets and Zoho Mail.

  • Click on the “Create Workflow” button.
  • Enter your prompt for the AI to generate the workflow.
  • Approve the AI-generated workflow.

After the workflow is created, you will need to set up the trigger from Google Sheets that will initiate the email sending process through Zoho Mail.

3. Setting Up Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need to copy the webhook URL provided by Pabbly Connect. Open your Google Sheets and go to Extensions > Add-ons > Get Add-ons. Search for the Pabbly Connect Webhooks add-on and install it.

After installation, refresh your Google Sheets. Navigate back to Extensions > Pabbly Connect Webhooks and select the “Initial Setup” option. Paste the webhook URL and set the trigger column, which is the final data column where new leads will be added.

  • Paste the webhook URL from Pabbly Connect.
  • Set the trigger column (e.g., Column D).
  • Click “Submit” to complete the initial setup.

Finally, ensure to enable the “Send on Event” option to allow Google Sheets to send data to Pabbly Connect whenever a new entry is made in the specified column.

4. Testing the Connection Between Google Sheets and Zoho Mail

Once you have set up the trigger in Google Sheets, go back to Pabbly Connect and click on the “Recapture” button to check if the connection is successful. Enter a new lead’s details in Google Sheets to test the integration.

For example, you can enter the name as “Demo User”, email as “[email protected]”, and a dummy phone number along with the company name. After entering the details, check back in Pabbly Connect to see if the data is captured successfully.

  • Enter lead details in Google Sheets.
  • Check Pabbly Connect for captured data.
  • Ensure the data matches what was entered.

This step confirms that Google Sheets is successfully connected to Pabbly Connect and is ready to send data to Zoho Mail.

5. Sending Email Using Zoho Mail via Pabbly Connect

After confirming the connection, you can now set up the action step to send an email using Zoho Mail through Pabbly Connect. Click on the “Connect” button and select “Add New Connection” for Zoho Mail.

Enter your Zoho Mail account domain and log in to grant permission for Pabbly Connect to access your account. You will then map the email address from the previous step to specify the recipient of the email.

  • Connect to Zoho Mail by entering your domain.
  • Map the recipient email address from Google Sheets.
  • Configure the email subject and body content.

Once everything is set up, click on “Save and Send Test Request” to send a test email. If successful, you will receive the email in your Zoho Mail inbox, confirming that the integration is working perfectly.

Conclusion

This guide has walked you through the process of integrating Google Sheets with Zoho Mail using Pabbly Connect. By following these steps, you can automate your email sending process and improve your workflow efficiency. Enjoy seamless automation and boost your productivity with Pabbly Connect.