Automate Promotional Emails for Healthcare with Pabbly Connect

Learn how to automate promotional emails for healthcare using Pabbly Connect to integrate Google Sheets and Gmail seamlessly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Automation

To automate promotional emails using Pabbly Connect, start by accessing the Pabbly Connect dashboard. Sign in to your existing account or create a new one for free, which gives you access to 100 free tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located at the top right corner to initiate your automation setup.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow specifically for sending promotional emails via Gmail for your healthcare clinic. Name your workflow, such as ‘Automatically Send Promotional Emails via Gmail for Healthcare’. using Pabbly Connect

Next, select a folder to save your workflow. This helps in organizing your automations. After naming and selecting a folder, click on the ‘Create’ button to proceed.

• Name your workflow appropriately.
• Choose the correct folder for organization.
• Click ‘Create’ to finalize the setup.

Your workflow is now created, and you will see two sections: Trigger and Action. The trigger is the event that starts the automation, and the action is what happens as a result.

3. Setting Up the Trigger with Google Sheets

The first step in your automation is to set up the trigger using Google Sheets. Select Google Sheets as your trigger application, and choose the event ‘New or Updated Spreadsheet Row’. This will allow Pabbly Connect to capture data whenever a new patient is added.

After selecting the trigger event, Pabbly Connect will provide you with a unique webhook URL. This URL acts as a bridge between Google Sheets and Pabbly Connect, allowing data to flow seamlessly.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL for further setup.

Next, open your Google Sheets and install the Pabbly Connect Webhooks add-on. This will enable the connection between your spreadsheet and Pabbly Connect. After installing, go to Extensions > Pabbly Connect Webhooks > Initial Setup, and paste the webhook URL.

4. Configuring the Action to Send Emails via Gmail

After setting up the trigger, it’s time to configure the action step to send emails through Gmail. Select Gmail as your action application and choose the action event ‘Send Email’. This action will send a promotional email to the patients whose data you have entered in Google Sheets.

To connect Gmail with Pabbly Connect, click on ‘Add New Connection’ and authorize the connection by allowing permissions. After connecting, you will be prompted to fill in the recipient’s email address, which you will map from the previous step.

Choose Gmail as the action application. Select ‘Send Email’ as the action event. Authorize the Gmail connection to proceed.

Fill in the email details, including the recipient’s email (mapped from Google Sheets), sender’s name, subject, and email body. This setup ensures that each patient receives a personalized email based on the details entered in your spreadsheet.

5. Testing the Automation Workflow

With the workflow configured, it’s time to test the automation. Enter a new patient’s details in the Google Sheets, including their first name, last name, email, and phone number. This action will trigger the automation you created.

After entering the patient’s information, check your Gmail account to see if the email was received. If everything is set up correctly, you should receive a promotional email addressed to the new patient, confirming that Pabbly Connect successfully captured the data and sent the email.

Input patient details in Google Sheets. Verify the email in your Gmail account. Ensure the email contains the correct information.

By following these steps, you have successfully automated the process of sending promotional emails using Pabbly Connect. This automation saves time and ensures that all your patients receive timely information about your healthcare services.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending promotional emails via Gmail for your healthcare clinic. By integrating Google Sheets and Gmail, you can efficiently manage patient communications and enhance your clinic’s outreach.