How to Send Emails from a Table with Pabbly Connect: A Step-by-Step Guide

Learn how to automate email sending from a table using Pabbly Connect. This tutorial covers integration with Gmail and Airtable for streamlined communication. 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 Email Automation

To automate email sending from a table, you first need to access Pabbly Connect. Open your browser and go to Pabbly.com/c/connect. If you don’t have an account, you can sign up for free and get 100 tasks every month.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect to reach your dashboard. Here, you will set up your workflow to integrate your table with Gmail using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow for sending emails. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Send Emails from a Table with a Click of a Button’.

To proceed, select the folder where you want to save your workflow. Now, you will see two main sections: Trigger and Action. The trigger will initiate the workflow when a specific event occurs. Here are the steps to set up your trigger:

• Select ‘Webhook by Pabbly’ as your trigger application.
• Choose ‘Catch Webhook’ as the trigger event.
• Copy the provided Webhook URL for later use.

Now that your trigger is set up, you can move on to the next step.

3. Setting Up the Button in Airtable

Next, you need to set up a button in your Airtable that will trigger the email sending process. To do this, create a new column in your Airtable and set its type to ‘Button’. Name this button ‘Send Email’.

In the button’s configuration, you will need to add a formula that includes the Webhook URL you copied earlier. The formula should look something like this: ‘[Webhook URL]?recordID={RecordID}’. This setup will ensure that when the button is clicked, it sends the record ID to Pabbly Connect.

4. Configuring the Action Steps in Pabbly Connect

After setting up the button, go back to Pabbly Connect to configure the action steps. Your first action will be to retrieve the record details from Airtable. Select ‘Airtable’ as your action application and choose ‘Get Record’ as the action event.

Connect your Airtable account by clicking on ‘Add New Connection’. Make sure to select the correct base from Airtable that contains your records. Map the Record ID received from the Webhook response to dynamically fetch the relevant record details.

After successfully retrieving the record details, you can proceed to the next action, which is sending the email through Gmail. Select ‘Gmail’ as the action application and choose ‘Send Email V1’ as the action event. Connect your Gmail account and map the required fields such as recipient email, subject, and body using the data obtained from Airtable.

5. Testing the Integration

Now that everything is set up, it’s time to test your integration. Go back to your Airtable and click on the ‘Send Email’ button you created. This should trigger the Webhook and send the record ID to Pabbly Connect.

Check the response in Pabbly Connect to confirm that the record details have been fetched successfully. If everything works as expected, you should see a success message indicating that the email has been sent. Open your Gmail account to verify that the email was received with the correct subject and body.

This integration allows you to send emails instantly from Airtable with just a click of a button, streamlining your communication process greatly. You can now easily manage your leads and customer interactions without manual email drafting.

Conclusion

In this tutorial, we explored how to use Pabbly Connect for automating email sending from a table. By integrating Airtable and Gmail, you can streamline communications and enhance productivity.