Integrating Google Sheets with SMTP Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate email sending from Google Sheets using SMTP with Pabbly Connect. Follow this detailed tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To start automating email sending from Google Sheets, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, you will see all available applications. Click on ‘Access Now’ under Pabbly Connect to reach the dashboard. From here, you can create a new workflow for your email automation.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name and folder selection.

• Enter a workflow name, e.g., ‘Send Emails from Google Sheets using SMTP’.
• Select a folder to save your workflow.
• Click on ‘Create’ to finalize your workflow.

Your workflow is now set up, and you will see two sections: Trigger and Action. The Trigger is the event that starts the process, while the Action is what happens as a result of that trigger.

3. Setting Up the Trigger for Google Sheets

In this step, you will set up the Trigger in Pabbly Connect. Click on the arrow in the Trigger section and select ‘Google Sheets’ as your application. For the Trigger event, choose ‘New or Updated Spreadsheet Row’.

Pabbly Connect will generate a unique webhook URL that you will use to connect Google Sheets to the platform. Copy this URL and head over to your Google Sheets.

• Open your Google Sheets document where customer data is stored.
• Click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’.
• Search for ‘Pabbly Connect Webhooks’ and install it if not already done.

After installation, go back to the Extensions menu, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Paste the webhook URL and set the trigger column to the one where your final data will be added. Click ‘Submit’ to complete the setup.

4. Configuring the Action Step with SMTP

Now it’s time to set up the Action step in Pabbly Connect. Choose ‘SMTP by Pabbly’ as your application for the Action. For the Action event, select ‘Send Email’.

Click on ‘Connect’ and then ‘Add New Connection’. Fill in the required SMTP details such as hostname, username, password, encryption type, and port. After entering the details, click on the ‘Save’ button to connect SMTP to Pabbly Connect.

Enter the ‘From Name’ and ‘From Email’ for your emails. Map the recipient email from the Google Sheets data you captured earlier. Fill in the subject and body of the email.

After completing these fields, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation response indicating the email was sent successfully.

5. Testing the Integration and Final Steps

To ensure that everything is working properly, enter a new customer’s details into your Google Sheets. This should trigger the automation set up in Pabbly Connect and send an email automatically using the SMTP service.

Check your Gmail account to confirm that the email has been received. You should see the email with the details you set in the workflow. This confirms that the integration between Google Sheets and SMTP via Pabbly Connect is functioning correctly.

Repeat the process for additional customers to ensure consistency. Now, you have a fully automated email sending system set up using Pabbly Connect, Google Sheets, and SMTP.

Conclusion

This tutorial demonstrated how to automate sending emails from Google Sheets using SMTP through Pabbly Connect. By following these steps, you can efficiently manage customer communications and enhance your business operations.