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. This step-by-step tutorial covers the entire process in detail. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To send conditional emails from Google Sheets, you need to access Pabbly Connect. Start by signing into your Pabbly Connect account. If you’re new, click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks each month.

Once logged in, navigate to the dashboard. Here, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow. For instance, you can name it ‘Send Conditional Emails from Google Sheets’ and save it in a folder named ‘Google Sheets to Gmail Automation’.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger application using Pabbly Connect. Select Google Sheets as your trigger application. The trigger event should be set to ‘New or Updated Spreadsheet Row’. This will initiate the workflow every time a new row is added or updated in your Google Sheet.

• Choose Google Sheets as the trigger application.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.
• Copy the Webhook URL provided by Pabbly Connect.
• Paste this URL in your Google Sheets webhook extension.

After pasting the URL, set the trigger column to the last column of your data, which is typically the status column. Click on ‘Submit’ to finalize the setup. This configuration allows Pabbly Connect to capture lead details automatically whenever a new row is added.

3. Configuring Google Sheets for Pabbly Connect

Next, you will integrate your Google Sheets with Pabbly Connect. Go to the Extensions menu in your Google Sheet, find the Pabbly Connect Webhooks add-on, and select ‘Initial Setup’. Here, you will paste the Webhook URL and specify the trigger column.

• Navigate to Extensions > Pabbly Connect Webhooks > Initial Setup.
• Paste the Webhook URL from Pabbly Connect.
• Set the trigger column to the last data column, typically ‘I’.

Once you have configured these settings, click on ‘Submit’. This ensures that whenever a new lead is added to your Google Sheet, Pabbly Connect will automatically capture the details. You’ll also need to click on ‘Send on Event’ to ensure the data is sent to Pabbly Connect when a new entry is added.

4. Sending Emails Using Gmail Through Pabbly Connect

Now, it’s time to set up the action application, which is Gmail. In Pabbly Connect, select Gmail as your action application and choose the action event ‘Send Email’. Connect your Gmail account to Pabbly Connect by allowing the necessary permissions.

Next, you will need to map the recipient’s email address from the data captured by Pabbly Connect. Enter the sender name, subject, and email content. For example, you can set the subject as ‘Holiday Incoming’ and personalize the email content based on the lead’s response.

Select Gmail as the action application. Choose ‘Send Email’ as the action event. Map the email address and other details from the previous step.

After mapping all necessary fields, click on ‘Save and Send Test Request’. This action will send a test email to the lead, confirming that the integration is working correctly through Pabbly Connect.

5. Conditional Routing of Emails Based on Lead Status

To enhance your email automation, you can set up conditional routing in Pabbly Connect. Use the router feature to create different paths for leads based on their interest. For example, if a lead is marked as ‘Interested’, send them one email, and if they are ‘Not Interested’, send a different email.

In the router settings, define conditions for each path. For the ‘Interested’ leads, set the filter to check if the lead status equals ‘Interested’. For ‘Not Interested’ leads, create a similar condition. This allows you to customize the email content based on the lead’s response.

Use the router feature in Pabbly Connect to create conditions. Set filters for each path based on lead status. Customize email content for each condition.

After setting up the conditions, test the workflow by adding leads with different statuses in your Google Sheet. Pabbly Connect will automatically route emails accordingly, ensuring that the right message reaches the right lead.

Conclusion

Using Pabbly Connect to send conditional emails from Google Sheets to Gmail allows for efficient communication based on lead preferences. This tutorial covered the entire process, ensuring you can automate your email outreach effectively. With Pabbly Connect, you can streamline your workflow and enhance your customer engagement.