How to Send PDF Brochure in Bulk via Email Using Pabbly Connect

Learn how to automate sending PDF brochures in bulk via email using Pabbly Connect with Google Sheets and Gmail. Follow this step-by-step tutorial. 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. Setting Up Pabbly Connect for PDF Brochure Automation

To begin sending a PDF brochure in bulk via email, you need to set up Pabbly Connect. Start by creating a free account on Pabbly Connect if you do not already have one. Once logged in, access the dashboard and click on the blue button labeled ‘Create Workflow’.

Enter a name for your workflow, such as ‘Send PDF Brochure in Bulk via Email’, and click on ‘Create’. You will see two boxes for trigger and action. In this case, your trigger will be Google Sheets, and the action will be Gmail. This setup allows Pabbly Connect to automate the process whenever new data is added to your Google Sheets.

2. Connecting Google Sheets to Pabbly Connect

In this section, we will connect Google Sheets to Pabbly Connect. Select Google Sheets as your trigger application and choose ‘New or Updated Spreadsheet Row’ as the trigger event. This means that every time a new row is added, Pabbly Connect will automatically initiate the action.

• Copy the provided webhook URL from Pabbly Connect.
• Go to your Google Sheets, click on Extensions, then Add-ons, and select Get Add-ons.
• Search for the Pabbly Connect Webhook add-on and install it if you haven’t done so already.

After installation, go back to Extensions, select Pabbly Connect Webhook, and click on Initial Setup. Paste the copied webhook URL and define your trigger column, which is the final data entry column. For example, if your data ends in column C, set that as your trigger column. This setup ensures that Pabbly Connect captures the correct data when a new entry is made.

3. Testing the Webhook Response with Pabbly Connect

To ensure that the connection between Google Sheets and Pabbly Connect is working properly, you need to test the webhook response. After setting up the trigger, you will see a prompt to add test data to your Google Sheets.

Enter sample data in a new row and click on the ‘Send Test’ button in the Pabbly Connect interface. You should see a successful response indicating that the data has been captured. This confirms that your Google Sheets is correctly linked to Pabbly Connect, and any new entries will trigger the automation.

4. Configuring Gmail to Send Emails via Pabbly Connect

Next, we will configure Gmail within Pabbly Connect to send the PDF brochure to your customers. In the action section, select Gmail and choose ‘Send Email’ as the action event. You will then need to connect your Gmail account to Pabbly Connect.

Once connected, fill in the required fields such as recipient email address, subject, and email content. You can map the recipient email address from the data captured in the previous step. This mapping ensures that each email is sent to the correct customer without manual input. Additionally, you can attach the PDF brochure link in the email content, ensuring that every customer receives the same information.

5. Finalizing the Automation in Pabbly Connect

After configuring Gmail, review all settings in Pabbly Connect to finalize your automation. Ensure that the email content is correctly formatted and includes any necessary links or attachments. Once everything looks good, click on ‘Save and Send Test Request’ to send a test email.

Check your Gmail account for the test email to confirm that the automation works as intended. If successful, you can now set the automation to run in bulk by selecting the appropriate settings in Pabbly Connect. This will allow you to send the PDF brochure to all customers in your Google Sheets automatically.

Conclusion

In this tutorial, we learned how to use Pabbly Connect to automate sending PDF brochures in bulk via email using Google Sheets and Gmail. By following these steps, you can streamline your email processes and ensure that all customers receive their brochures promptly. Automate your workflow today with Pabbly Connect for efficient communication!