Automate Email Invitations Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate email invitations using Pabbly Connect with Google Sheets and Gmail. Step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating email invitations, you need to access Pabbly Connect. Simply type Pabbly.com/connect in your browser. Once on the landing page, sign into your account using the ‘Sign In’ button at the top right corner.

If you’re new to Pabbly, you can sign up for a free account, which provides you with 100 tasks per month. After signing in, you will see the dashboard displaying various Pabbly applications. Click on ‘Pabbly Connect’ to proceed with creating your workflow.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to send email invitations automatically. Click on ‘Create Workflow’ and name it ‘How to Send Invitations via Email Automatically.’ Select a folder to save this workflow, for instance, ‘All Automation,’ and then click on ‘Create’. using Pabbly Connect

• Name your workflow appropriately.
• Select the folder for organization.
• Click on ‘Create’ to initialize the workflow.

After creating the workflow, you will see two boxes: one for trigger and one for action. The trigger is the event that starts the automation. Here, you will select Google Sheets as your trigger application and choose ‘New or Updated Spreadsheet Row’ as the trigger event.

3. Connecting Google Sheets to Pabbly Connect

Now, it’s time to connect Google Sheets to Pabbly Connect. A webhook URL will be provided, which acts as a bridge between Google Sheets and Pabbly Connect. To set this up, go to your Google Sheets where the employee contact details are stored.

Click on ‘Extensions,’ then ‘Add-ons,’ and select ‘Get Add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheets. Next, click on ‘Extensions,’ go to ‘Pabbly Connect Webhooks,’ and select ‘Initial Setup.’ Here, enter the webhook URL from Pabbly Connect and specify the trigger column, which is column D in this case.

• Locate the webhook URL in Pabbly Connect.
• Paste the URL in the Initial Setup of the Pabbly Connect Webhooks add-on.
• Specify the trigger column as column D.

Once you have completed the setup, click on ‘Send Test’ to verify that the connection is successful. You should see a confirmation of the test data sent successfully in Pabbly Connect.

4. Sending Emails via Gmail Integration

With the Google Sheets connected to Pabbly Connect, the next step is to send emails through Gmail. In the action application section, select Gmail and choose the action event ‘Send Email V1.’ Click on ‘Connect’ to establish a connection with Gmail.

If you have an existing connection, you can use that. Otherwise, click on ‘Add New Connection’ and authorize Pabbly Connect to access your Gmail account. Once connected, you will need to fill in the email details, including the recipient’s email, sender name, email subject, and content.

Map the recipient’s email from the Google Sheets response. Enter the email subject and content dynamically using mapping. Click on ‘Save and Send Test Request’ to send a test email.

Check your email to confirm that the test email has been received successfully. This indicates that the integration between Google Sheets and Gmail through Pabbly Connect is working perfectly.

5. Summary of the Automation Process

In this tutorial, we successfully created an automation process using Pabbly Connect to send email invitations. We started by accessing Pabbly Connect and setting up a workflow to connect Google Sheets and Gmail.

We configured Google Sheets as the trigger application and mapped it to Pabbly Connect using a webhook URL. Finally, we set up Gmail as the action application to send personalized emails to all contacts listed in Google Sheets. This entire process showcases how Pabbly Connect enables seamless integration and automation.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

By following these steps, you can easily automate email invitations using Pabbly Connect. This not only saves time but also ensures that your communication is efficient and personalized for every recipient.