Send Emails Using Google Sheets & Zoho Mail Automatically with Pabbly Connect

Learn how to automate sending emails through Google Sheets and Zoho Mail using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending emails using Google Sheets and Zoho Mail, you need to access Pabbly Connect. This platform allows you to automate workflows seamlessly between different applications. Begin by signing into your Pabbly Connect account.

Once logged in, you can create a new workflow. Click on the ‘Create Workflow’ button and give your workflow a name that reflects its purpose, such as ‘Email Automation with Google Sheets and Zoho Mail.’ This step is crucial as it sets the foundation for your integration process.

2. Setting Up Google Sheets in Pabbly Connect

In this section, you will set up Google Sheets as your trigger application in Pabbly Connect. Select Google Sheets from the list of apps. You will then need to choose a trigger event, such as ‘New Spreadsheet Row.’ This event will initiate the email sending process.

• Select the Google Sheets account you want to connect.
• Authorize Pabbly Connect to access your Google Sheets.
• Choose the specific spreadsheet and worksheet from which you want to send data.

After setting up your Google Sheets, click on the ‘Save and Send Test Request’ button. This action will ensure that Pabbly Connect can pull data from your selected sheet, confirming your setup is correct before proceeding to the next step.

3. Integrating Zoho Mail with Pabbly Connect

Next, you will set up Zoho Mail as your action application in Pabbly Connect. Choose Zoho Mail from the list of applications. You will need to select the action event, which is typically ‘Send Email.’ This step is where the actual email sending occurs.

Authorize Pabbly Connect to access your Zoho Mail account. After authorization, you will need to configure the email details, including the recipient’s email address, subject, and body of the email. Use the data pulled from Google Sheets to personalize the email content.

• Map the email address field from Google Sheets to the recipient field in Zoho Mail.
• Customize the subject line using dynamic fields from your spreadsheet.
• Compose the email body, incorporating any necessary details from the Google Sheets data.

Once you have configured the email, test the integration by sending a sample email to ensure everything is working correctly. This confirmation is essential to verify that your setup is functioning as intended.

4. Finalizing the Workflow in Pabbly Connect

After successfully testing the integration, it’s time to finalize your workflow in Pabbly Connect. Review all the settings to ensure they are correct. You can make adjustments to the email content or the trigger conditions if necessary.

Don’t forget to enable the workflow. This step is crucial as it activates the automation, allowing emails to be sent automatically whenever a new row is added to your Google Sheets.

To monitor your workflow, you can check the task history in Pabbly Connect to see the emails sent and any errors that may have occurred. This feature helps you troubleshoot any issues that arise during the automation process.

Conclusion

In this tutorial, you learned how to send emails automatically using Google Sheets and Zoho Mail through Pabbly Connect. This integration streamlines your email communication, making it efficient and hassle-free. Automate your email processes today with Pabbly Connect to enhance productivity.