How to Create Email Drafts using Google Sheets with Pabbly Connect

Learn how to create email drafts using Google Sheets and Pabbly Connect. This detailed tutorial guides you through the integration process step-by-step. 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. Accessing Pabbly Connect to Create Email Drafts

To create email drafts using Google Sheets, you first need to access Pabbly Connect. This integration platform allows you to connect Google Sheets with Gmail effectively. Start by searching for Pabbly Connect in your browser, which will lead you to the Pabbly Connect landing page.

Here, you will find options to sign in or sign up for free. If you don’t have an account yet, click on the ‘Sign Up for Free’ button. This process takes only a couple of minutes, and you’ll receive 100 free tasks every month. Once logged in, you can access the Pabbly Connect dashboard to begin creating your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. For this tutorial, name it ‘Create Email Drafts using Google Sheets’ to keep it relevant.

• Select a folder where you want to save your workflow.
• Click on ‘Create’ to proceed to the workflow setup.

In the workflow setup, you will see two boxes labeled Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens next. In this case, the trigger will be Google Sheets, and the action will be Gmail.

3. Setting Up the Trigger with Google Sheets

Now, configure the Trigger in your Pabbly Connect workflow. Search for Google Sheets and select it as your trigger application. Next, you need to set the trigger event. Choose ‘New or Updated Spreadsheet Row’ as your event.

To connect Google Sheets to Pabbly Connect, you will need a Webhook URL. Copy this URL from Pabbly Connect and head over to your Google Sheets. Open the spreadsheet where you will be entering order details.

• Go to Extensions and find the Pabbly Connect Webhook extension.
• If you haven’t installed it yet, go to Add-ons, then Get Add-ons, and search for Pabbly Connect Webhook.

After installation, refresh your Google Sheet and navigate back to Extensions to set up the initial configuration. This is where you will paste the copied Webhook URL and specify the trigger column.

4. Configuring Gmail Action in Pabbly Connect

Once your trigger is set, it’s time to configure the action step using Pabbly Connect. Search for Gmail and select it as your action application. Choose ‘Create Draft’ as your action event. This will allow you to draft emails based on the data captured from Google Sheets.

Next, connect your Gmail account to Pabbly Connect by clicking on ‘Connect’ and then ‘Add New Connection’. You will need to grant access to your Gmail account to proceed. After successfully connecting, you will fill in the email draft details.

Set the email subject, such as ‘Confirmation of Your Order’. Map the recipient’s email address from the Google Sheets response. Fill in the email content template with dynamic data from your orders.

After filling in all necessary fields, click on ‘Save and Send Test Request’ to check if the email draft is created successfully.

5. Testing and Automating the Integration

To ensure everything is working smoothly, test your Pabbly Connect setup by adding a new order in your Google Sheets. Once you enter the order details, the information should automatically be sent to Pabbly Connect, triggering the email draft creation in Gmail.

After testing, verify your Gmail account to see if the draft has been created with the correct order details. This process will save time and streamline your order confirmation process.

As you continue to add new rows with order details in Google Sheets, Pabbly Connect will automatically draft emails for each new order, ensuring your communication remains efficient and timely.

Conclusion

In this tutorial, we explored how to create email drafts using Google Sheets and Pabbly Connect. By following the steps outlined, you can automate your email drafting process efficiently. This integration allows you to save time and improve your workflow significantly.