How to Send Outlook Emails from Airtable Records Using Pabbly Connect

Learn how to automate sending Outlook emails from Airtable records using Pabbly Connect with this step-by-step tutorial. Streamline your email process now! 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. Introduction to Pabbly Connect for Automating Email Sending

In this tutorial, we will explore how to send Outlook emails automatically from Airtable records using Pabbly Connect. By automating this process, you can save time and eliminate manual email sending. The first step is to access Pabbly Connect, where you can create a free account in just a few minutes.

Once logged in, navigate to the dashboard and click on the blue ‘Create Workflow’ button. This will allow you to set up your automation workflow for sending emails from Airtable records through Outlook, ensuring that every new record triggers an email automatically.

2. Setting Up Your Workflow in Pabbly Connect

To set up your workflow in Pabbly Connect, you need to provide a name for your automation. For example, you can name it ‘Automate Email Sending from Airtable to Outlook’. After naming your workflow, you will encounter two boxes: one for the trigger and another for the action.

• Select Airtable as the trigger application.
• Choose the trigger event ‘New Record’ to initiate the workflow.
• Connect your Airtable account by adding a new connection and pasting the API token.

After connecting, select the base and table from which you want to pull data. This setup allows Pabbly Connect to monitor your Airtable for any new records added, triggering the email sending process automatically.

3. Connecting Airtable with Pabbly Connect

To connect Airtable with Pabbly Connect, you need to generate an API token from the Airtable Developer Hub. Click on ‘Create New Token’ and select the necessary scopes such as ‘Data Records Read’ and ‘Data Records Write’. This ensures that Pabbly Connect has the required permissions to access your Airtable data.

Once the token is generated, paste it into Pabbly Connect to establish the connection. After a successful connection, you will see all your bases listed. Choose the base where you will be adding records, and select the corresponding table. Ensure you have a field named ‘Created Time’ to capture when new records are added.

4. Sending Emails Through Outlook via Pabbly Connect

Now that Airtable is connected, it’s time to set up the action to send emails through Outlook. In Pabbly Connect, select Microsoft Office 365 as the action application. You will need to connect your Outlook account to allow Pabbly Connect to send emails on your behalf.

• Compose your email subject and body using dynamic data from Airtable.
• Map the recipient’s email address and any other relevant fields from the Airtable record.
• Test the email sending process to ensure everything is working correctly.

With this setup, every time a new record is created in Airtable, Pabbly Connect will automatically send an email to the specified recipient through Outlook, streamlining your communication process.

5. Testing and Activating the Workflow

After configuring your workflow in Pabbly Connect, it’s crucial to test the entire process. Click the ‘Save and Send Test Request’ button to send a test email to ensure everything is functioning as expected. Make sure to check your Outlook inbox for the test email.

Once confirmed, activate your workflow. This will enable Pabbly Connect to continuously monitor your Airtable for new records and automatically send emails through Outlook. You can now sit back and relax, knowing that your email sending process is fully automated.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending Outlook emails from Airtable records. By following these steps, you can streamline your communication and save valuable time. Embrace automation today with Pabbly Connect to enhance your productivity!