Best answer

Sending emails from Google contacts or sheets

  • 26 March 2021
  • 7 replies
  • 113 views

Userlevel 1

I want to send wedding anniversary emails to list of people on the date of their wedding anniversary.

I have the records in Google sheets and have also imported them into my Google Contacts, using a custom field for the wedding anniversary date and placed them all under a label named “Anniversaries”

Is there a way using zapier that I could send emails via gmail to these people either from the Google sheets file or from google contacts on the date of their wedding anniversaries? 

 

Thanks

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Best answer by Troy Tessalone 26 March 2021, 21:55

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7 replies

Userlevel 7
Badge +14

Hi @TonyW 

Consider adding a repeating Event in GCal and using GCal Event Start as the Zap trigger.

 

Action: Gmail Send Email

 

Userlevel 7
Badge +8

Hi there @TonyW - Wow, this is such a wonderful idea! I have a question for you regarding the use of Gmail. Are you using an email like “@gmail.com” or are you using Google Workspace to power your own custom domain “@funidea.com”? I’m asking because in 2019, Google Gmail has some restrictions with the usage of email.

You can read more about it here: https://zapier.com/help/doc/common-problems-with-gmail#my-gmail-zap-has-an-error-about-connecting-to-google-approved-or-not-approved-apps - Let me know if you have any further questions!

Userlevel 1

Troy, would that mean that the contacts and dates would need to be added to Google Calendar first?

I’m not sure how to do that.

I can see how to add birthdays to Google Calendar, but haven’t been able to find a way to add dates that are in a custom field?

 

 

Steph.n

Hi, I have a custom email address and a Google business account, so that shouldn’t be an issue.

Thank you

Userlevel 7
Badge +8

Hi there @TonyW - Oh great! Then you shouldn’t have an issue with the Gmail limitations that I mentioned then.

What I think Troy is saying is that you’ll need to add each calendar event into Google Calendar. Don’t forget to set the “Repeat event once a year on the same date” within each event with makes a recurring event. So for example, you need to add March 30th as a calendar event plus add repeat once a year. From there, the Zap should trigger on the Start Date once a year like Troy outlined. You don’t need a custom field, it is based on the calendar event start date.

The Description in the calendar field is a good place if you want to add a custom message (or still need a custom field).

Userlevel 7
Badge +14

Hi @TonyW 

Yes, you’d need to create new recurring events for existing GContacts using the desired data points.

 

Alternatively, you could consider creating an event when a GContact is created/updated.

Steps

  1. Trigger: GContacts New/Updated Contact
  2. Action: GCal Create Event

 

You can export your GContacts to a GSheet: https://support.google.com/contacts/answer/7199294?co=GENIE.Platform%3DDesktop&hl=en

Then you could configure a Zap that creates a GCal Event by looping thru the rows.

 

Userlevel 1

Thank you @Troy Tessalone  and @steph.n 

I already have all of the data in a Google sheet, so I’ll play around with the webhook idea and see if I can get that to work.

 

There are a few hundred wedding anniversaries and so to add all of those into Google calendar one at a time (which is what seems to be the only option) would take far too long.

Userlevel 7
Badge +14

@TonyW 

The looping webhook method as outlined in the video will work.

I suggest testing on a smaller subset of data first to ensure the Zap works as expected.

Because once it’s turned ON, it will processes pretty quickly.