Let us discuss how you can integrate MS Excel with Gmail. Following this integration, you will be able to automatically send an email to the users whose data you enter in MS Excel.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link MS Excel with Pabbly Connect to capture the data, then link Pabbly Connect with Gmail, compose an email using the data and send that email through Gmail.
Steps to Automatically Send Email via Gmail using MS Excel Data
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Microsoft Excel and Pabbly Connect
3. Setup Gmail as the Action App to Send Email
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between Microsoft Excel and Pabbly Connect
We will now look at the steps to establish a link between Microsoft Excel and Pabbly Connect. This will help us to fetch the data from MS Excel.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Microsoft Excel.
Choose ‘Microsoft Excel’ as the Trigger App, select ‘New Row in Worksheet’ as an Action Event, and click on ‘Connect’.
B. Connect MS Excel Account
To connect with your MS Excel account, select ‘Add New Connection’ and click on connect with ‘Microsoft Excel’. Also, grant the authorization.
Select the Workbook and Worksheet, in which you enter the data, and click on ‘Save & Send Test Request’.
Switch back to Pabbly Connect, expand Response Received, and the data you entered must be visible, thus confirming our established connection.
We have established a link between Microsoft Excel and Pabbly Connect. Pabbly Connect will now automatically capture the data entered in Excel.
Step 3:- Setup Gmail as the Action App to Send Email
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to use the data captured from MS Excel to send emails through Gmail. Thus, Gmail will be our Action App.
A. Action App
Choose ‘Gmail’ as the Action App, select ‘Send Email’ as an Action Event, and click on ‘Connect’.
B. Connect Gmail Account
To connect your Gmail account, select ‘Add New Connection’, and click on ‘Connect With Gmail’. Also, grant the authorization. This account will be used for sending emails.
C. Map the Necessary Fields
Now that you have connected your Gmail account, all you need is to map the necessary details from the step above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map the Recipient Email Address from above.
Enter the Subject of your email. If you wish, you can also add a Sender Name.
Compose an Email by mapping the details from the step above.
Attach a file if you have any, click on ‘Save & Send Test Request’
The moment you click on Save & Send Test Request, an email will be sent to the user’s email address.
Our automation is complete. We have successfully integrated MS Excel with Gmail. Now the users whose data you enter in MS Excel will automatically receive an email at their email address.
You can copy this entire workflow by clicking this link.
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