Automate Emails from Airtable to Gmail Using Pabbly Connect

Learn how to automate email sending from Airtable to Gmail using Pabbly Connect in this detailed tutorial. No coding required! Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate emails from Airtable to Gmail, you first need to access Pabbly Connect. Start by navigating to the Pabbly website and signing in to your account. If you don’t have an account, you can create one easily.

Once logged in, click on the ‘Products’ section and select ‘Connect’. This will take you to the Pabbly Connect dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to begin the integration process.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger for our workflow. Select Airtable as the trigger application in Pabbly Connect. The trigger event should be set to ‘New Record in a View’. This means that every time a new record is added to Airtable, Pabbly Connect will initiate the workflow.

• Choose your Airtable account and connect it by entering the API key.
• Select the base and table that you want to monitor for new records.
• Make sure to specify the view from which you want to pull records.

After setting these parameters, click on ‘Save & Send Test Request’. This will confirm that Pabbly Connect is successfully receiving data from Airtable.

3. Configuring the Action in Pabbly Connect

Now that we have set up the trigger, the next step is to configure the action. In this case, we are going to send an email via Gmail using Pabbly Connect. Select Gmail as the action application and choose ‘Send Email’ as the action event.

Connect your Gmail account by clicking on the connect button. You will need to authorize Pabbly Connect to access your Gmail account. Once connected, you will see fields for recipient name, email address, subject, and email body.

• Map the recipient’s email address from the Airtable data.
• Set the email subject, for example, ‘Welcome Email’.
• Use the email template from Airtable for the email body.

After filling in the necessary fields, click on ‘Save & Send Test Request’ to send a test email. Verify that the email is received in the specified Gmail account.

4. Finalizing the Integration with Pabbly Connect

With both the trigger and action set up, your integration is almost complete. In Pabbly Connect, you can view the data being sent from Airtable to Gmail. This allows you to confirm that everything is working correctly.

To finalize, make sure to review all settings and ensure that both applications are correctly connected. You can also create additional workflows to integrate other applications as needed.

After confirming everything is in order, you can save the workflow. This enables automatic email sending whenever a new record is added to Airtable.

5. Testing and Verifying the Integration

The last step is to test the integration to ensure it works as intended. Add a new record in Airtable with the necessary fields filled out. Once the record is created, Pabbly Connect will trigger the workflow and send an email via Gmail.

Check the Gmail account for the email sent from the integration process. Ensure that the content of the email matches what you set up in Pabbly Connect. This confirms that the integration is functioning correctly.

If you encounter any issues, revisit the workflow in Pabbly Connect to troubleshoot any settings or connections that may need adjustment.

Conclusion

In this tutorial, we demonstrated how to automate email sending from Airtable to Gmail using Pabbly Connect. By following these steps, you can streamline your communication processes without any coding knowledge. This integration allows for efficient management of new records and automated email notifications.