.avif)
・
The "mail merge" feature, which allows you to insert individual information for many recipients and send emails such as seminar announcements, campaign notifications, and follow-up emails to customers, is incredibly useful. However, doing it manually can be quite challenging.
Checking each name and content, and repeatedly copying and pasting, is time-consuming and comes with the risk of accidental mistakes or missed sends. Especially for those who want to "use a customer list managed in Google Sheets to send heartfelt, personalized emails via Gmail!", you might be wondering if there's a more efficient way.
In this article, to solve such concerns, we will clearly explain how to automate mail merge in Gmail using a list from Google Sheets, showing you the actual integration screen!
Yoom offers a template for automating workflows that "fetches data from Google Sheets at a specified time and sends it via Gmail."
If you want to try it right away, click the banner below to get started!
The combination of Gmail and Google Sheets can be applied to automate various email-related tasks beyond just mail merge.
We will introduce some real examples, so why not find a template that suits your work and try automating right away?
Click on the automation example that interests you to start experiencing it immediately!
This is useful when you want to send emails at a specific time, such as regular report deliveries or reminder emails.
By integrating with a list in Google Sheets and building a flow that automatically sends from Gmail on a specified schedule, you can prevent forgetting to send manually and ensure reliable information transmission.
This flow automatically sends thank-you emails in response to inquiries or applications from web forms and records the information in a Google Spreadsheet.
This enables prompt initial responses, which can lead to improved customer satisfaction. Notifications to the person in charge can also be automated together.
Manage customer information registered in CRM or databases using Google Sheets, and automatically send personalized messages from Gmail to customers who meet specific conditions (such as birthdays, contract renewal dates, etc.).
This flow will strengthen relationships with customers and contribute to improving LTV.
From here, let's look at how to set up "retrieving data from Google Spreadsheet at a specified time and sending bulk emails with Gmail" using Yoom.
No programming knowledge required! Anyone can easily set it up just by operating the screen.
If you don't have a Yoom account yet, let's issue one from this registration form.
[What is Yoom]
This time, we will create it through the following major processes.
Note: The operation of "repeating the same process" is a feature available only in some paid plans.
In the case of the Free Plan or Mini Plan, the operations or data connections of the flow bot you set will result in an error.
Paid plans offer a two-week free trial.
During the free trial, you can use the restricted apps and features (operations).
First, register "My Apps" to connect each Yoom app.
After logging into Yoom, click on My Apps and select Add.
Use the search box to find and select Google Sheets from the app list.
Click "Sign in with Google".
Select the account to connect.
Click "Continue".
Select "Continue".
You have now registered My Apps for Google Sheets.
Proceed in the same way as before: My Apps → Add.
Use the search box to find and click Gmail from the My Apps list.
Click "Sign in with Google".
Select the account to connect.
Click "Continue".
Select "Continue".
You have now registered My Apps for Gmail.
Next, copy the template you will use.
While you can create a flowbot from scratch in Yoom, let's use a template here for easier setup.
Click the banner below.
Click "Try this template".
Please select "OK".
Now you have copied the template.
The copied template is saved in My Projects.
Next, proceed to the Flowbot settings.
Click "When the specified schedule is reached" on the template you just copied.
You can change the title.
Let's set up the schedule.
Here, we use the day of the week specification to set the Flowbot to start at 9 AM from Monday to Friday.
Using Cron settings, you can set it up in more detail.
→ For more details, please refer to here.
After setting, save it.
Next, click "Retrieve multiple records".
You can change the title.
Check if the account information you want to link with Google Sheets is associated.
The execution action "Retrieve multiple records" is selected.
Please select the Spreadsheet ID from the candidates.
Select the tab name of the spreadsheet from the candidates.
Set the table range.
After setting, click Next.
Set the conditions for the records you want to retrieve so that you can get the record information you want to send from Google Sheets to Gmail.
Here, we proceed with the assumption that there is an item called "Status" with "Lead" in Google Sheets.
Set here what kind of target you want to send Gmail to.
After setting, execute the test.
If you can retrieve the record information with the status of lead from the information in Google Sheets, save it.
Next, click "Command Operation".
Here, we will obtain "Company Name", "Person in Charge", and "Address" which will be needed when sending the next Gmail.
Select "Retrieve multiple records" for the operation, and set the obtained values for "Company Name", "Contact Person Name", and "Address" respectively.
You can add items from "Obtained Values".
After setting, save it.
This is the last setting item!
Click "Send Email".
You can change the title.
Check the account information linked with Gmail.
For the To field, select the "Address Loop Variable" from "Obtained Values" in Command Operation.
If you enter it manually, the email will continue to be sent to the same recipient, so be sure to use the obtained values.
Enter the subject.
Let's create the message.
If you select the "Loop Variable for Company Name" or "Loop Variable Person in Charge" from "Obtained Values" in Command Operation, you can save the trouble of changing it manually!
If you do not use the obtained values and enter them manually, the same company name or contact person name will be repeatedly sent, so be careful.
For details, please check here.
After setting, click Next.
Check the email content and execute the test.
If the email is successfully sent with Gmail, save it.
Finally, turn on the trigger and check the operation.
Now the Flowbot setup is complete.
By utilizing the Gmail and Google Sheets API, various automations can be realized.
It is possible to send Slack notifications when the subject or body of a Gmail matches specific conditions, or to automatically generate reply content to inquiry emails using ChatGPT and send it via Gmail. Additionally, you can automatically send follow-up emails after a Zoom webinar ends, or automatically upload attachments received in Gmail to Google Drive or Dropbox.
It is possible to automatically register records in Salesforce when a row is added in Google Sheets, or to reflect payment information from Stripe in Google Sheets. Additionally, you can automatically summarize entered content with DeepSeek or detect and record posts matching specified keywords on Reddit.
In this article, we introduced specific steps to achieve "How to Mail Merge with Gmail and Google Sheets" without any coding. Automating the sending of individual emails from Gmail based on data entered in Google Sheets not only improves work efficiency but also helps prevent sending errors and incorrect recipients due to manual input.
Yoom offers a wide range of email automation templates like the ones introduced here. The appeal lies in the ease of building automation tailored to various business flows, such as scheduled sending, form integration, and customer data management.
If you have challenges like "Sending emails to multiple recipients is troublesome," "I want to efficiently handle personalization," or "I want to automatically send reminders and follow-ups," consider utilizing Yoom's templates. You can start right away without any programming!
Why not try the templates first and experience their convenience? 👉 Create a free account now
.avif)
.avif)
.avif)
