Automate Email Sending from Notion to Outlook with Pabbly Connect

Learn how to automate sending emails to customers from Notion to Outlook using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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. Introduction to Pabbly Connect for Notion and Outlook Integration

Pabbly Connect is the central platform that enables seamless integration between Notion and Outlook. This automation allows you to send emails automatically to customers whenever you add their details in Notion.

To start using Pabbly Connect, sign up for a free account. Once you’re logged in, you can create workflows that connect various applications, including Notion and Outlook, ensuring that your email communication is efficient and automated.

2. Setting Up Your Workflow in Pabbly Connect

To initiate the integration process, navigate to your Pabbly Connect dashboard and click on ‘Create Workflow.’ Name your workflow something like ‘Notion to Outlook’ to keep it organized.

Next, you will see two windows: the trigger window and the action window. In the trigger window, you need to connect your Notion account. Follow these steps to set it up:

• Search for ‘Notion’ in the choose app section.
• Select ‘New Database Item’ as the trigger event.
• Click on ‘Connect’ and choose ‘Add New Connection’.

After connecting, select the Notion page where you will input customer details. Allow access, and then choose the database ID for the page you want to monitor for new entries.

3. Testing the Trigger in Pabbly Connect

Once your Notion account is connected, it’s time to test the trigger. Click on ‘Save and Send Test Request’ to pull in the latest data from your Notion database. This step is crucial as it confirms that Pabbly Connect can successfully retrieve information.

If your setup is correct, you will see the details of the last item entered in your Notion database, including the customer’s name and email address. This indicates that the integration is functioning as expected.

• Check that the response includes the correct email and name.
• Ensure that the ‘Send Status’ is correctly set to ‘Yes’ for the email to be sent.

After verifying the test results, you can proceed to the next step in your automation workflow.

4. Adding Conditions and Sending Emails via Outlook

To ensure that emails are only sent to clients marked with ‘Send Status’ as ‘Yes,’ you need to add a filter condition. Use Pabbly Connect to set this up by selecting the filter option and configuring it to check the ‘Send Status’ field.

Set the filter condition to ensure that only entries marked as ‘Yes’ trigger the email sending action. After setting the filter, add a new action step to send an email using Microsoft 365:

Choose ‘Microsoft 365’ as the app. Select ‘Send Email’ as the action event. Connect your Microsoft 365 account by clicking on ‘Connect with Microsoft 365’.

After connecting, you can specify the email subject, body, and recipient by mapping the fields from the Notion response.

5. Finalizing the Integration and Testing the Email

Once you’ve configured the email settings in Pabbly Connect, click ‘Save and Send Test Request’ to send a test email. Check your Outlook account to confirm that the email was sent successfully.

Make sure to verify the email content matches what you configured in Pabbly Connect. This process ensures that each new client added to Notion receives a personalized email automatically.

Check the ‘Sent Items’ folder in Outlook for the test email. Review the inbox of the client to ensure they received the email.

With this setup, you can rest assured that every time you add a new client in Notion, they will receive an email from your Outlook account automatically.

Conclusion

In this tutorial, we explored how to automate sending emails to customers from Notion using Pabbly Connect. By following the detailed steps provided, you can ensure efficient communication with your clients without any manual effort.