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

Learn how to mail merge using Gmail and Google Sheets in real-time with Pabbly Connect. This step-by-step guide covers all integration processes you need. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Mail Merge

Pabbly Connect is a powerful integration tool that enables users to automate workflows between various applications. In this tutorial, we will use Pabbly Connect to mail merge using Gmail and Google Sheets in real-time. This process allows you to send personalized emails automatically based on data entered in a Google Sheet.

To begin, you will need to access Pabbly Connect by visiting its website. Once there, you can sign up for a free account or log in if you already have one. After signing in, navigate to the app section to access Pabbly Connect and start creating your workflow.

2. Setting Up Google Sheets with Pabbly Connect

Start by creating a Google Sheet that contains the necessary columns for your mail merge. For this example, we will create a sheet named ‘ABC Stores’ with columns for the customer’s name, email, product, quantity, amount billed, and amount due. This data will be used to send personalized emails via Gmail.

• Create a new Google Sheet and name it ‘ABC Stores’.
• Add columns for customer name, email, product, quantity, amount billed, and amount due.
• Enter sample data for testing, such as customer ‘Daris’ with their email and purchase details.

After setting up your Google Sheet, you will need to install the Pabbly Connect Webhooks add-on. This allows your Google Sheet to communicate with Pabbly Connect. Make sure to refresh your Google Sheet after installing the add-on to ensure it works correctly.

3. Creating a Workflow in Pabbly Connect

With your Google Sheet ready, the next step is to create a workflow in Pabbly Connect. This involves setting up a trigger and action. The trigger will be a new row added to your Google Sheet, and the action will be sending an email via Gmail.

To create the workflow, click on the ‘Create Workflow’ button in Pabbly Connect. Name your workflow, for example, ‘Google Sheets to Gmail’, and then select Google Sheets as your trigger app. The trigger event to choose is ‘New Spreadsheet Row’.

• Select Google Sheets as the trigger app.
• Choose the trigger event ‘New Spreadsheet Row’.
• Connect your Google account and select the appropriate Google Sheet.

After setting up the trigger, you will need to configure the action to send an email using Gmail. This is done by selecting Gmail as the action app and choosing the ‘Send Email’ action event. Ensure you connect your Gmail account securely through Pabbly Connect.

4. Configuring Email Settings in Pabbly Connect

Once you’ve set up the trigger and action in Pabbly Connect, you need to configure the email settings. This involves mapping the data from your Google Sheet to the email fields in Gmail.

In the action settings, you will see fields for recipient name, email address, subject, and email content. Map the recipient’s name and email address from the data captured from Google Sheets. For example, if the recipient is Daris, you would enter their name and email address accordingly.

Map the recipient name and email address from Google Sheets. Set the email subject to something relevant, such as ‘Amount Due’. Compose the email content, including personalized messages and amounts due.

Once everything is set up, click on ‘Save and Send Test Request’ to test the email functionality. If everything is configured correctly, you should see a confirmation that the email was sent successfully.

5. Testing and Verifying the Integration

After configuring the email settings, it’s crucial to test the integration to ensure everything works smoothly. Enter a new row in your Google Sheet with customer details to trigger the workflow.

Once you’ve added the data, check the email account of the recipient to verify that the email was received. In our example, we will check Daris’s email to see if they received the message about their purchase.

Add a new row in the Google Sheet with customer details. Verify that the email is received in the recipient’s inbox. Confirm that the email content is accurate and personalized.

If the email is received successfully, you have successfully set up a mail merge using Pabbly Connect to integrate Google Sheets and Gmail. This automation allows for efficient communication with customers based on real-time data.

Conclusion

In this tutorial, we explored how to mail merge using Gmail and Google Sheets in real-time with Pabbly Connect. By following the steps outlined, you can automate sending personalized emails based on data in Google Sheets, enhancing your communication efficiency.