How to Create Email Drafts using Google Sheets with Pabbly Connect

Learn how to create email drafts using Google Sheets and Gmail with Pabbly Connect. Step-by-step tutorial on integrating Google Sheets with Gmail. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect to Create Email Drafts

To create email drafts using Google Sheets, the first step is accessing Pabbly Connect. This powerful integration platform allows you to connect Google Sheets with Gmail seamlessly. You can start by searching for Pabbly Connect in your browser and navigating to the landing page.

If you don’t have an account, you can sign up for free. This process takes just a couple of minutes, and you will receive 100 free tasks each month. Once you have your account, sign in to access the dashboard where you can create workflows.

Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up will appear where you can name your workflow. For this example, name it ‘Create Email Drafts using Google Sheets’.

Next, select the folder where you want to save your workflow. After selecting the appropriate folder, click on the ‘Create’ button to proceed. You will now see two main boxes: Trigger and Action. The trigger will initiate the workflow, while the action will follow it.

• Select Google Sheets as your trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Connect Google Sheets with Pabbly Connect using the provided webhook URL.

This setup allows you to capture new order details added to your Google Sheets.

Setting Up Google Sheets Integration

After configuring your trigger, it’s time to set up the integration with Google Sheets using Pabbly Connect. You will need to copy the webhook URL provided in your Pabbly Connect dashboard. Open your Google Sheets and navigate to the Extensions menu.

To connect your Google Sheets to Pabbly Connect, you need to install the Pabbly Connect Webhook extension. If you haven’t installed it yet, go to Add-ons > Get Add-ons and search for ‘Pabbly Connect Webhook’. Once installed, refresh your spreadsheet.

• Go to Extensions > Pabbly Connect Webhook > Initial Setup.
• Paste the copied webhook URL into the designated field.
• Set your trigger column to the final data column where new data will be added.

After completing these steps, click on ‘Send Test’ to ensure the connection is successful. This will send a test row to Pabbly Connect for verification.

Drafting Emails in Gmail Using Pabbly Connect

With your Google Sheets integration set, the next step is to set up the action in Pabbly Connect to draft emails in Gmail. For this, select Gmail as your action application and choose the action event as ‘Create Draft’.

Connect your Gmail account with Pabbly Connect. You will need to authorize Pabbly Connect to access your Gmail account. Once connected, fill in the required fields for the email draft, including the subject and recipient email address.

Subject: ‘Confirmation of Your Order and Delivery Details’. Map the recipient email address from the Google Sheets response. Provide email content using a predefined template.

Make sure to map all dynamic fields from the Google Sheets response to personalize each email draft. After filling in all the details, click on ‘Save and Test’ to finalize the draft creation process.

Testing and Automating Email Drafts

After setting up your workflow, it’s crucial to test it to ensure everything is functioning as intended. Add a new row in your Google Sheets with order details. Once you input the data, the integration with Pabbly Connect will automatically draft an email in your Gmail account.

To verify, navigate to your Gmail drafts and check for the newly created email. The email should include all the details from the Google Sheets row, confirming that the automation is working correctly. This process saves you significant time and effort by automating email drafting for new orders.

Ensure your Google Sheets is set to send data to Pabbly Connect. Check that the email draft contains accurate order information. Repeat the process for additional orders to test automation.

This automation allows you to efficiently manage customer orders and communication without manual intervention.

Conclusion

In this tutorial, we explored how to create email drafts using Google Sheets and Gmail with Pabbly Connect. By integrating these applications, you can automate the email drafting process, saving time and ensuring accuracy in customer communication.

With the steps outlined, you can easily set up your workflow and enjoy the benefits of seamless integration between Google Sheets and Gmail.