Automate Email Invitations Using Pabbly Connect with Google Sheets and Gmail

Learn how to automate sending email invitations using Pabbly Connect to integrate Google Sheets and Gmail seamlessly. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating email invitations, access Pabbly Connect by visiting its official website. Simply type Pabbly.com/connect in your browser to reach the landing page.

Once on the site, sign in using your existing account or create a new one by clicking on ‘Sign up for free.’ This will grant you 100 free tasks monthly. After logging in, navigate to the dashboard and click on ‘Pabbly Connect’ to begin creating your automation workflow.

2. Creating a Workflow in Pabbly Connect

In this section, you will learn to create a workflow in Pabbly Connect that integrates Google Sheets and Gmail. Click on ‘Create Workflow’ and name it, for example, ‘Send Invitations via Email Automatically.’ Select a folder to save your workflow.

• Choose a name for the workflow.
• Select the appropriate folder.
• Click on ‘Create’ to finalize your workflow.

After creating the workflow, you will see two boxes: one for the trigger and another for the action. The trigger will be Google Sheets, and the action will be Gmail, allowing you to send invitations automatically.

3. Setting Up Google Sheets as Trigger

Next, set Google Sheets as the trigger application in Pabbly Connect. Select ‘New or Updated Spreadsheet Row’ as your trigger event. This event will initiate the workflow whenever a new row is added or updated in your Google Sheets.

To connect Google Sheets with Pabbly Connect, you will receive a webhook URL. This URL acts as a bridge for data transfer. Copy this URL and head to your Google Sheets.

• Click on ‘Extensions’ and select ‘Add-ons.’
• Search for ‘Pabbly Connect Webhooks’ and install it.
• Go to ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup.’

In the setup box, paste the webhook URL, specify the trigger column (e.g., Column D), and click ‘Submit’ to finalize the connection. Test the setup to ensure data is being sent successfully.

4. Configuring Email Invitations in Gmail

Now that Google Sheets is set up, proceed to configure Gmail as the action application in Pabbly Connect. Select ‘Send Email V1’ as your action event. Click on ‘Connect’ to establish a connection with your Gmail account.

Authorize Pabbly Connect to access your Gmail account by granting the necessary permissions. After successful authorization, map the recipient email address from the previous response (from Google Sheets) to ensure personalized invitations.

Enter the recipient’s email address using the mapping feature. Fill in the sender’s name and email subject. Draft the email content, including event details.

Make sure to click on ‘Save and Send Test Request’ to confirm that the email is sent successfully. Check your email to verify the invitation was received correctly.

5. Finalizing the Automation Process

With the Gmail integration complete, your automation setup in Pabbly Connect is almost finished. Ensure that you have set the Google Sheets extension to send data on event, so every new entry triggers the email invitation.

By following these steps, you have successfully automated the process of sending email invitations using Pabbly Connect. This integration allows you to efficiently manage invitations for events and ensures that all employees receive timely notifications.

In summary, this tutorial demonstrated how to set up an automated email invitation system using Google Sheets and Gmail through Pabbly Connect. You can now manage your invitations effortlessly and personalize each message.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending email invitations via Gmail using data from Google Sheets. This integration streamlines your workflow and enhances communication efficiency.