Automate Emails Using Google and Pabbly Connect

Learn how to send automated emails from Google using Pabbly Connect in this step-by-step tutorial. Perfect for event organizers! 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. Setting Up Pabbly Connect with Google

To automate emails using Google, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you don’t have an account, you can sign up for free, which includes 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Enter a name for your workflow, such as ‘Automated Emails from Google’. Select the folder where you want to save this workflow.

2. Choosing Trigger and Action Applications

In this step, you will select your trigger and action applications for the workflow. For the trigger application, choose Google. This will initiate the automation when a specific event occurs, such as adding participants to your list.

• Select ‘Schedule’ as your trigger event.
• Set the frequency for the email sending, e.g., daily or weekly.
• Choose the specific date and time for sending the emails.

After configuring the trigger, it’s time to select your action application. For this, you will use the SMTP by Pabbly Connect. This application will handle the email sending process. Ensure that you have the correct SMTP settings ready to proceed.

3. Configuring Google Sheets for Email Recipients

Now, you will need to configure your Google Sheets to store participant information. Open your Google Sheets where you have the participant data. Ensure you have columns for recipient emails, names, and any other relevant information.

In Google, select the range of cells that contain the email addresses. This is crucial for mapping the data correctly in Pabbly Connect. You’ll be able to pull this data into your workflow, making it easy to send personalized emails to each participant.

4. Sending Personalized Emails Using Pabbly Connect

Once you have set up your Google Sheets, it’s time to send personalized emails. In the action step of Pabbly Connect, configure the email settings. Here, you will map the fields from your Google Sheets to the email fields in the SMTP settings.

• Map the recipient email field to the ‘To’ section.
• Use the participant name for the email greeting.
• Customize the email subject and body as needed.

After mapping all necessary fields, save your workflow. You can test the setup to ensure that emails are sent correctly to all participants. Check your inbox to confirm receipt of the email.

5. Finalizing Your Workflow and Testing

To finalize your workflow, review all settings and ensure everything is configured correctly in Pabbly Connect. Make sure your Google Sheets are accurately linked and that the email settings are correct.

Once you are satisfied with the setup, run a test to verify that the automated emails are sent as expected. Monitor the responses to ensure that participants receive their confirmation emails without issues. This step is crucial for ensuring your workflow runs smoothly.

Conclusion

In this tutorial, you learned how to automate emails from Google using Pabbly Connect. By following these steps, you can efficiently manage event participant communication and ensure timely follow-ups.