Only available with the Mailsuite plan. Upgrade here to unlock this feature.
Warning: Use this feature with caution. Too many automated email sends may cause you to exceed your Gmail quota and may impact the deliverability of your emails.
When you have the Mailsuite plan, you can integrate your account with third-party solutions, such as Salesforce and external CRMs, as well as Zapier.
What does Mailsuite’s Zapier integration do?
The Zapier integration allows you to connect Mailsuite to over 4,000 other apps and automate your work. This includes the ability to send automated tracked emails vía Mailsuite when specific events occur.
Some common events that users send automated emails for include:
- When someone fills in a form.
- When a spreadsheet's filled in.
- When a new task is created in JIRA, Asana, etc.
- When a new row is added in Notion
How to send a tracked email with Mailsuite and Zapier
⚠️ You must create a Zapier account before setting up the integration.
You can use Mailsuite’s Zapier integration with a number of different apps. For the purposes of this article, we'll use Google Sheets to explain the setup process. We'll go through how to configure the integration so that a tracked email is sent each time a new row is added to a Google Sheet.
Let's get started:
1) First, create a new Google Sheet and add the content as shown below in the first row.
2) Then, in Zapier, click Create > Zap
3) On the screen that opens, click Trigger.
4) Choose the app and the event that you'd like to use to trigger the email send. In this instance, that's Google Sheets.
5) Then, click Trigger event > New or Updated Spreadsheet Row. This is because we want a tracked email to be sent each time a new row is added to the Google Sheet we've created.
6) After that, click Sign In to connect your Google account with Zapier. This gives access to your Google Sheet that you created earlier. Then click Continue.
7) On this screen, select the correct Spreadsheet, Worksheet, and Trigger Column.
8) To ensure your trigger is configured correctly, click Test trigger.
9) If the test is successful, click Continue with selected record. If it is not successful, you may need to contact Zapier support.
Now that your trigger is configured, it’s time to set up the action. Continue with the steps below to connect this trigger with Mailsuite.
10) Select Mailtrack in the list of apps.
11) Click Action Event > Send Email
12) Click Sign In and follow the prompts to connect Zapier with your Mailsuite email account. Ensure you connect the correct email account and allow the accesses that Zapier requests. Then click Continue.
13) On the next screen, complete the required fields for the automatic email you want to send. When you’re finished, click Continue.
14) To ensure everything is configured correctly, click Test step.
15) If the test is successful, you will receive a test email like the one you just configured.
You will also see the following screen in Zapier.
16) Click Publish.
Now you have successfully configured an automated tracked email to send via Mailsuite when someone adds a row to your Google Sheet. The process for creating similar Zaps is the same as the one above, so you can customize each Zap to fit your needs.
As a reminder, do not configure too many automated emails to send as this could cause you to exceed the email send limits imposed by Gmail. This could in turn affect your email deliverability.
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