How to Connect Gmail as Data Destination
The integration will allow you to send new emails to Gmail based on data from other systems. For example, if a new row appears in Google Sheets, an order in CRM moved to another stage of the funnel, or when a new order appears on your site, an email will be automatically sent to the specified email address. This will allow you to automate the process of sending emails as efficiently as possible and save a lot of time.
Let's go through the entire Gmail setup steps together!
Navigation:
1. What will integration with Gmail do?
2. How to connect your Gmail account to ApiX-Drive?
3. How do I configure the selected action to transfer data to Gmail?
4. An example of the data that will be sent to your Gmail.
5. Auto-update and update interval.
Once you've set up your Data Source system, such as Google Sheets, you can set up Gmail as a Data Destination.
To do this, click "Start Configuring Data Destination".
Select the system as Data Destination. In this case, you must specify Gmail.
Next, you need to specify the action "Send EMAIL".
The next step is to select a Gmail account through which emails will be sent.
If there are no accounts connected to the ApiX-Drive system, click "Connect account".
Select the required account and grant ApiX-Drive permission to work with this account.
Note! For a free Gmail account, it is possible to send 50 emails per day (this is a Gmail limitation) and the ApiX-Drive service does not affect the deliverability of emails and getting them into spam in any way (it depends on the content, design, uniqueness, frequency of mailings, etc. All this is solely governed by Gmail)
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
On the left are the Gmail fields to which the data will be transferred. On the right, in the drop-down list, the available data from the Data Source, in this case, Google Sheets.
Select the required data that is in the Google Sheets cells, click on the parameter and it will be assigned to the selected Gmail field.
Please note that you can use not only Google Sheets variables, but also manually entered data, for example, you can compose the necessary text of the letter by adding it with data from Google Sheets cells.
Click "Continue" when you're done with assigning fields.
Note! For one Destination Data system, you can use only one email recipient address. Specifying addresses separated by commas will not work. To send to multiple recipients, you need to add one or more Gmail Data Destination system.
Now you can see the test data of the created email in Gmail.
Click "Send test data to Gmail" and check if the email has arrived and if it looks the way you intended.
If something does not suit you - click "Edit" and go back one step.
If everything suits you, click "Continue" for further settings.
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to be triggered, or add several options at once when you need the connection to be triggered.
Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes setup Gmail as a Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!