How to Send Emails Instantly from a Table Using Pabbly Connect

Learn how to use Pabbly Connect to send instant emails from a table with the click of a button, streamlining your communication process. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To start using Pabbly Connect for email automation, first, navigate to the Pabbly Connect website. Here, you can either sign in or create a free account. This allows you to access the dashboard where you can set up your workflows.

Once logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, name it something descriptive, like ‘Send Emails from a Table with a Click of a Button.’ This is the first step in leveraging Pabbly Connect for seamless email communication.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. This is crucial as it defines what action will initiate the email sending process. In this case, the trigger application will be ‘Webhook by Pabbly.’ Select the ‘Catch Webhook’ event as your trigger.

• Select the ‘Webhook by Pabbly’ application.
• Choose the ‘Catch Webhook’ event.
• Copy the provided Webhook URL.

After copying the Webhook URL, you will need to integrate this URL into your table system. This allows Pabbly Connect to listen for requests triggered by button clicks in your table.

3. Creating the Button in Airtable

Now that you have the Webhook URL, go to your Airtable account and create a new column for the button. This button will trigger the email sending process through Pabbly Connect. To do this, click on the plus icon to add a new field, and select ‘Button’ as the field type.

• Name the button field, e.g., ‘Send Email’.
• Add a formula that includes the Webhook URL and the record ID.
• Save your changes in Airtable.

After saving, clicking this button will send a request to Pabbly Connect, which will then trigger the email sending process automatically.

4. Getting Record Details from Airtable

With the button set up, the next step is to configure the action in Pabbly Connect to retrieve the record details from Airtable. For this, you will add another action step in your workflow. Select ‘Airtable’ as the action application and choose the ‘Get Record’ action event.

Connect your Airtable account to Pabbly Connect by selecting the base you previously created. You will need to map the record ID received from the Webhook response to dynamically fetch the relevant details.

Make sure to toggle the mapping option on and select the record ID from the previous step. Once you save this action, Pabbly Connect will retrieve all necessary details to send the email.

5. Sending Email Through Gmail

The final step in this integration is to send the email using Gmail. To do this, add another action step in Pabbly Connect and select ‘Gmail’ as the action application. Choose the ‘Send Email V1’ action event.

You will need to connect your Gmail account and allow Pabbly Connect to access it. After connecting, map the necessary fields such as recipient email, subject, and body using the data retrieved from Airtable.

Once all fields are filled and mapped, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a confirmation that the email has been sent successfully. You can then check your Gmail account to verify the email was delivered.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send emails instantly from a table with just a click of a button. By integrating Airtable and Gmail through Pabbly Connect, you can streamline your email communication process effectively.