Spreadsheet.com offers many automation options to send emails. You can integrate directly with Gmail to send emails from your account, or use Spreadsheet.com to send emails. Use Gmail automations to send weekly updates, notify team members when important data has changed, or alert sales team members about leads coming in through forms. With automations, you don't need to regularly check worksheets and can remove busywork.
Note: We do not recommend using Spreadsheet.com as an email marketing service. There is an automation to Mailchimp for that.
Setting up Gmail automations
A variety of automation activities can trigger Gmail emails. See the Automation Recipes section of the automation menu for example email automations.
To create a new automation that sends an email, first select an automation recipe or start from scratch. In the automation configuration menu, customize your trigger, add conditions as needed, customize the email message, and the user it is sent to.
Notifications can include column value placeholders, either by typing the column letter in brackets (for instance, [A]), or by selecting the column name via the + button.
In the animation below we put all of these steps together. When a new support request is submitted on our support form, we the assigned CS representative an email with the support details.
Now, whenever a customer fills out or form, the assigned rep will be updated from our Gmail account. For instance, below we can see that we sent a recent ticket to Lisa.