Automate New Year Wishes with Google Sheets and Gmail Using Pabbly Connect

Learn how to automate sending New Year wishes to customers using Google Sheets and Gmail with Pabbly Connect. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Introduction to Automating New Year Wishes

As the New Year approaches, it’s essential to send New Year wishes to your customers. Automating this process can save time and ensure personalized messages. In this tutorial, we will use Pabbly Connect to automate sending emails through Gmail using customer data from Google Sheets.

This integration allows you to efficiently manage customer outreach without manual effort. By connecting Google Sheets and Gmail via Pabbly Connect, you can send personalized New Year wishes along with discount offers automatically.

2. Setting Up Pabbly Connect for Automation

To begin, navigate to the Pabbly Connect homepage by typing ‘pabbly.com/connect’ in your browser. If you’re a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply click ‘Sign in’ to access their account.

After logging in, you will be directed to the dashboard. Click on the ‘Create Workflow’ button to start the automation process. You will be prompted to name your workflow, such as ‘Send New Year Wishes to Customers via Email Automatically.’ Choose a relevant folder for organization and click ‘Create.’

3. Configuring Google Sheets as Trigger

In this step, we will set Google Sheets as the trigger application. Select Google Sheets as your trigger app and choose the trigger event as ‘New or Updated Spreadsheet Row.’ This event will activate the workflow whenever a new row is added to your Google Sheets.

Next, you will need to connect Google Sheets with Pabbly Connect. A webhook URL will be provided, which you need to copy. Go to your Google Sheets, click on ‘Extensions,’ then ‘Add-ons,’ and select ‘Get Add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your spreadsheet to see the new options.

• Click on ‘Initial Setup’ under ‘Pabbly Connect Webhooks.’
• Paste the copied webhook URL in the designated field.
• Set the trigger column to the last column of your data.

Once you have configured the initial setup, click ‘Send Test’ to ensure the connection works. This will send a test row to Pabbly Connect, confirming that your Google Sheets and Pabbly Connect are successfully linked.

4. Sending New Year Wishes via Gmail

Now that we have Google Sheets set up, it’s time to configure the action step to send emails through Gmail. Select Gmail as your action application and choose ‘Send Email’ as the action event. You will need to connect your Gmail account to Pabbly Connect.

After connecting, you will fill in the email details. For the recipient email address, map the email field from the previous Google Sheets step. This ensures that each email sent is personalized for the respective customer. Set the sender name, subject (e.g., ‘Happy New Year and a Special Gift for You’), and select HTML as the content type for a more attractive email format.

• Map the customer’s name into the email body for personalization.
• Optionally, attach any relevant files like brochures.
• Click ‘Save and Send Test Request’ to test the email sending process.

Check the recipient’s inbox to confirm the email was received correctly. This step verifies that your Gmail integration with Pabbly Connect is functioning as intended.

5. Finalizing the Automation Process

After successfully testing the email functionality, it’s time to finalize the automation. Go back to your Google Sheets and click on ‘Extensions,’ then ‘Pabbly Connect Webhooks,’ and select ‘Send All Data’ to send emails to all customers listed in your sheet.

As you add new customer rows to your Google Sheets, the automation will ensure they receive personalized New Year wishes automatically. This is a great way to engage customers and promote your business during the holiday season.

By following these steps, you can effectively automate sending New Year wishes using Pabbly Connect with Google Sheets and Gmail. This integration not only saves time but also enhances customer relations.

Conclusion

In this tutorial, we explored how to automate sending New Year wishes to customers using Google Sheets and Gmail with Pabbly Connect. This process allows for personalized communication, enhancing customer engagement during the New Year season.

By implementing this automation, businesses can save time and ensure that every customer receives their New Year greetings and special offers, contributing to better customer relationships and increased sales.