How to Automate Email Notifications Using Pabbly Connect and Google Sheets

Learn how to automate email notifications from Google Sheets using Pabbly Connect. Step-by-step guide to set up your integration seamlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate email notifications using Pabbly Connect, start by accessing the platform. Open your web browser and visit Pabbly’s official site, specifically the Pabbly Connect page.

Here, you will find options to sign up for a new account or sign in if you already have one. To create a new account, click on the ‘Sign Up Free’ button. If you are an existing user, simply sign in to access your dashboard.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. This will allow you to set up a new automation workflow. Name your workflow something descriptive, like ‘Google Sheets to Gmail Automation’.

• Click on the folder where you want to save your workflow.
• After naming, click on ‘Create’.

This will open a new window with two sections: the trigger and the action. The trigger is what starts the automation, and the action is what happens as a result.

3. Setting Up Google Sheets as Trigger in Pabbly Connect

In the trigger section, search for ‘Google Sheets’ and select it. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This means every time a new lead is added or updated in your Google Sheets, it will trigger the automation.

Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need it to connect your Google Sheets to Pabbly Connect.

• Open your Google Sheets and go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, refresh your Google Sheets and set up the webhook by going to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the copied webhook URL and select the trigger column.

4. Sending Emails via Gmail Action in Pabbly Connect

With the trigger set, the next step is to configure the action to send an email via Gmail. In the action section, select ‘Gmail’ and choose the action event as ‘Send Email’.

Connect your Gmail account to Pabbly Connect by clicking on ‘Add New Connection’. Follow the prompts to authorize the connection and allow access to your Gmail account.

Map the recipient email address to the team member’s email from the Google Sheets response. Fill in the subject and body of the email, using mapped fields from Google Sheets.

After setting up the email content and mapping the necessary fields, click on ‘Save and Send Test Request’. This will send a test email to ensure everything is working correctly.

5. Testing Your Automation Workflow

Now that your workflow is set up, it’s time to test it. Go back to your Google Sheets and add a new row with lead details. Make sure to fill in the trigger column to activate the webhook.

Once the new lead is added and the trigger column is filled, check your Gmail inbox. You should see an email sent from Pabbly Connect with the lead details included in the email body.

This confirms that your automation is functioning as expected. You can now automate notifications for new leads efficiently using Pabbly Connect and Google Sheets.

Conclusion

This tutorial demonstrated how to automate email notifications from Google Sheets using Pabbly Connect. By following these steps, you can streamline your lead management process effectively.