How to Mail Merge Using Gmail & Google Sheets in Real-Time with Pabbly Connect

Learn how to use Pabbly Connect to mail merge with Gmail and Google Sheets in real-time. This detailed tutorial covers step-by-step integration processes. 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 for Mail Merge

To start mail merging using Gmail and Google Sheets, the first step is to access Pabbly Connect. Open a new tab and navigate to the Pabbly website, where you can find the option to sign up for free. This allows you to create an account in just a few minutes.

Once signed up, you need to log in to your account. After logging in, locate the Pabbly Connect option and click on ‘Access Now’. Here, you will be able to create a new workflow that will facilitate the integration between Google Sheets and Gmail.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to connect Google Sheets with Gmail using Pabbly Connect. Click on the ‘Create Workflow’ button at the top right corner of the screen. A dialog box will appear asking for a name for your workflow. You can name it ‘Google Sheets to Gmail’ or any name of your choice.

• Click on ‘Create’ to proceed.
• You will see two windows: Trigger and Action.
• Select Google Sheets as the trigger app.

After selecting Google Sheets, you will choose the trigger event as ‘New Spreadsheet Row’. This means that whenever a new row is added to your Google Sheet, it will trigger the action of sending an email via Gmail. This integration is made possible entirely through Pabbly Connect.

3. Setting Up Google Sheets for Integration

Next, it’s essential to prepare your Google Sheets for integration with Pabbly Connect. Open your Google Sheet, and ensure you have the necessary columns, such as customer name, email, product, quantity, amount billed, and amount due. This is crucial for the mail merge process.

To integrate, navigate to the ‘Add-ons’ menu in Google Sheets. Look for Pabbly Connect Webhooks and click on it. If you haven’t installed it yet, you can do so by searching in the Google Workspace Marketplace. Once installed, remember to refresh your Google Sheet.

• Go to Add-ons > Pabbly Connect Webhooks > Initial Setup.
• Input the Webhook URL and set the trigger column to the last data entry column.
• Click on Submit to save your settings.

This setup allows Pabbly Connect to monitor changes in your Google Sheet and send data to Gmail when a new entry is made.

4. Sending Emails via Gmail through Pabbly Connect

Now that your Google Sheets is set up, the next step is to configure Gmail to send emails using Pabbly Connect. In the action window of your workflow, select Gmail as the action app and choose the action event as ‘Send Email’. Click on ‘Connect’ to establish a connection with your Gmail account.

Upon connecting, you will be prompted to authorize Pabbly Connect to access your Gmail account. This is a crucial step to ensure that your emails can be sent securely. Once authorized, you will see fields for recipient name, email address, and email content.

Map the recipient name and email address from your Google Sheet data. Set the email subject and compose the email content. Click ‘Save and Send Test Request’ to send a test email.

Once you send the test email, check the recipient’s inbox to confirm that the email was sent successfully. This demonstrates the seamless integration facilitated by Pabbly Connect.

5. Conclusion on Mail Merging with Pabbly Connect

In conclusion, using Pabbly Connect to mail merge with Gmail and Google Sheets is an efficient way to automate your email communication. By following the steps outlined in this tutorial, you can easily set up a workflow that sends personalized emails based on data in your Google Sheets.

This integration not only saves time but also enhances your productivity by automating repetitive tasks. With Pabbly Connect, you have the flexibility to integrate various applications and streamline your business processes effectively.

Start using Pabbly Connect today to harness the power of automation in your email marketing efforts!