Learn how to send automated emails from Google Sheets using Pabbly Connect and SMTP. Follow this detailed tutorial to streamline your email 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 send automated emails from Google Sheets tables using Pabbly Connect, start by accessing the Pabbly Connect platform. You can do this by searching for Pabbly Connect in your browser and navigating to the official site.
Once there, you have two options: sign in if you are an existing user or sign up for free if you are new. Signing up gives you access to 100 tasks per month, which is great for experimenting with automations.
2. Creating a Workflow in Pabbly Connect
After signing in, you will see the dashboard of Pabbly Connect. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for saving it.
- Name the workflow as ‘Send Automated Emails from Google Sheets Tables via SMTP’.
- Select the folder for automations.
Once you’ve named your workflow, click on ‘Create’ to open the workflow window where you can set up triggers and actions. Remember, in Pabbly Connect, the trigger is what starts the workflow, and the action is what happens as a result.
3. Setting Up the Trigger with Google Sheets
In this step, you will set Google Sheets as the trigger application in Pabbly Connect. Search for Google Sheets and select it as your trigger application.
- Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
- Copy the provided webhook URL to create a connection with Google Sheets.
Next, go to your Google Sheets, navigate to Extensions, then to Add-ons, and search for ‘Pabbly Connect Webhook’. Install this add-on if you haven’t done so already. After installation, refresh your Google Sheets to see the Pabbly Connect Webhook option.
4. Configuring the Google Sheets Webhook
After refreshing, open the Pabbly Connect Webhook and go to ‘Initial Setup’. Here, you will paste the copied webhook URL and specify the trigger column.
Paste the webhook URL in the designated field. Select the last column (e.g., G) as the trigger column.
Once you click on Submit, you will see a confirmation indicating that the setup was successful. This means you have successfully connected Google Sheets with Pabbly Connect.
5. Sending Emails via SMTP with Pabbly Connect
With your trigger set up, it’s time to configure the action step in Pabbly Connect. Select ‘SMTP by Pabbly’ as the action application and choose ‘Send Email’ as the action event.
Connect your SMTP account by entering the required details like host name, username, password, and port. Map the recipient’s email address from the Google Sheets trigger response.
Finally, configure the subject and body of the email, including dynamic fields for the lead’s information. Once everything is set, click on Save and Send Test Request. You should see a success message indicating that the email was sent successfully.
Conclusion
This tutorial provided a comprehensive guide on how to send automated emails using Pabbly Connect and Google Sheets. By following these steps, you can streamline your email communication effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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