How to Send Conditional Emails from Google Sheets Using Pabbly Connect

Learn how to send conditional emails from Google Sheets to Gmail using Pabbly Connect. Follow this step-by-step tutorial to automate your email process seamlessly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Automation

To send conditional emails from Google Sheets, you first need to set up Pabbly Connect. This powerful integration platform allows you to connect Google Sheets with Gmail seamlessly. Start by signing in to your Pabbly Connect account. If you are a new user, click on the ‘Sign Up for Free’ button to create an account.

Once logged in, navigate to your dashboard and click on the ‘Create Workflow’ button. You will then be prompted to name your workflow. For this tutorial, name it ‘Send Conditional Emails from Google Sheets’ and save it in the folder named ‘Google Sheets to Gmail Automation’. This organization helps keep your workflows tidy.

2. Setting Up Google Sheets as the Trigger Application

In this step, we will set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets as your trigger app and choose the trigger event as ‘New or Updated Spreadsheet Row’. This trigger will activate whenever a new row is added or an existing row is updated in your Google Sheet.

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Copy the provided webhook URL from Pabbly Connect.

Next, head over to your Google Sheet where you maintain lead details. Go to the ‘Extensions’ menu, find the Pabbly Connect Webhooks extension, and click on ‘Initial Setup’. Paste the copied webhook URL into the designated field and set the trigger column as the final data column (for example, column I). Click on ‘Submit’ to save your settings.

3. Capturing Lead Details from Google Sheets

After setting up the webhook, it’s time to add lead details to your Google Sheet. Whenever you enter a new lead’s information, it will automatically be captured by Pabbly Connect. Ensure you refresh the Google Sheet after adding new data to trigger the webhook.

• Add lead details such as name, email, and status in the new row.
• Refresh the Google Sheet to activate the webhook.
• Check Pabbly Connect for captured lead details.

Once you add the lead details, navigate back to Pabbly Connect to confirm that the data has been received correctly. The system will show you all the lead details captured, such as first name, last name, email, and lead status.

4. Setting Up Conditions for Sending Emails

Now that you have captured lead details, the next step is to set up conditions for sending emails based on the lead’s interest. In Pabbly Connect, you will use the Router feature to create conditional paths for interested and not interested leads. Select the Router by Pabbly option and create two routes: one for interested leads and another for not interested leads.

For each route, you will need to set a filter condition. For interested leads, set the filter to check if the lead status equals ‘Interested’. Similarly, for not interested leads, set the filter to check if the lead status equals ‘Not Interested’. Save your settings after each filter condition.

5. Sending Emails Using Gmail via Pabbly Connect

The final step is to send emails to the leads based on their interest status. For interested leads, select Gmail as your action application in Pabbly Connect. Choose the action event as ‘Send Email’. Connect your Gmail account and map the recipient email address from the captured lead details.

Compose your email by setting the subject and content. For example, you can set the subject as ‘Holiday Incoming’ and include personalized details in the email content. Ensure to map the lead’s name and contact information for a personalized touch. Repeat this process for the not interested leads, creating a different email template as needed.

Conclusion

In this tutorial, we explored how to send conditional emails from Google Sheets to Gmail using Pabbly Connect. By following these steps, you can automate your email process based on lead preferences effectively. This integration not only saves time but also enhances your communication with potential customers.