Automate Email Notifications from Google Sheets Using Pabbly Connect

Learn how to automate email notifications from Google Sheets to Gmail using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 Automation

To start using Pabbly Connect, first, you need to access the platform. Open your browser and navigate to the Pabbly website. Here, you will find options to either sign in or sign up if you are a new user. Clicking on ‘Sign Up for Free’ allows new users to get 100 tasks free each month.

For existing users, simply select ‘Sign In’. After logging in, you will see various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to reach your dashboard where you can create workflows for integration.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, name it ‘Send Emails on Status Update in Google Sheets’ and choose a folder to save it in.

• Click on ‘Create’ to initiate the workflow.
• You will be directed to the trigger and action setup window.

In this window, set the trigger application to Google Sheets. The trigger event should be selected as ‘New or Updated Spreadsheet Row’. This setup ensures that whenever a status is updated in Google Sheets, it will trigger the workflow in Pabbly Connect.

3. Connecting Google Sheets with Pabbly Connect

To establish a connection between Google Sheets and Pabbly Connect, copy the provided webhook URL from your workflow setup. Now, open your Google Sheets document where you want to track task statuses.

• Go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• After installation, refresh your Google Sheets.

Once refreshed, navigate again to Extensions, find ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’. You will need to paste the webhook URL and specify the trigger column, which is the last data column in your sheet. Click on ‘Submit’ to finalize the connection.

4. Setting Up Email Notifications via Gmail

With the connection established, it’s time to configure email notifications. In your Pabbly Connect workflow, set the action application to Gmail and select the action event as ‘Send Email V2’. Click on connect to link your Gmail account.

Choose to add a new connection or select an existing one. Authorize Pabbly Connect to access your Gmail account by clicking ‘Allow’.

Next, you will map the recipient’s email, which should be dynamically pulled from the Google Sheets data. Fill in the sender’s name, subject, and email content. Ensure to include relevant task details in the email body for clarity. Once done, click on ‘Save and Send Test Request’ to verify if the email is sent successfully.

5. Testing and Verifying the Integration

After setting up your Pabbly Connect workflow, it’s crucial to test the integration. Update a task status in your Google Sheets to trigger the workflow. For example, change a task from ‘Not Started’ to ‘In Progress’ and ensure the ‘Send on Event’ option is enabled in the Pabbly Connect Webhooks.

Once you update the status, check your Gmail to confirm that the email notification has been sent successfully. You should see an email reflecting the updated task status along with all relevant details. This confirms that your automation is functioning correctly, allowing you to maintain transparency with your clients.

By automating email notifications through Pabbly Connect, you save time and enhance client satisfaction by keeping them informed throughout the project lifecycle.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate email notifications from Google Sheets to Gmail. By following the steps outlined, you can streamline your workflow and keep your clients updated efficiently.