How to send an email when updates are made to Google Sheets rows

Krystina Martinez
Krystina Martinez / Published September 11, 2020

Spreadsheets serve many purposes, from organizing budgets and project plans to managing email lists and new leads. Google Sheets already notifies users for spreadsheet changes, but the alerts can be pretty general. If you want to receive notifications for more specific changes, or better yet—send an email using the information in a spreadsheet—Zapier can help.

Here's how:

  1. Create your spreadsheet in Google Sheets and label your columns.
  2. Click the Use this Zap button below to use our template (it will prompt you to create a Zapier account if you haven't already).
  3. Sign in to Google Sheets when prompted and customize your trigger.
  4. Sign in to Gmail and customize the email in your action step.
  5. Test your Zap and turn it on.

We'll walk you through each step in this tutorial, using a spreadsheet of new leads as an example.

Before you begin

Create your spreadsheet in Google Sheets if you haven't yet. Make sure you have your columns labeled. This Zap will not work if your columns aren't labeled.

If you anticipate that the value in a cell will change between two values often—for example, if a cell value changes from yes to no, and then back to yes—it requires an extra step to make sure this Zap works. Set up a separate column where you can enter the timestamp when you make that change.

Connect and customize Google Sheets

Click the Use this Zap button above to get started. You'll need to set up a free Zapier account if you haven't already.

If you haven't connected Google Sheets before, you'll need to sign in to your Google account when prompted. Otherwise, select your Google Sheets account from the dropdown menu.

A screenshot of the Zap Editor with a Google Sheets account selected.

Next, you'll select the spreadsheet and specific worksheet you'd like to use. You'll need to choose the column where changes will tell your Zap to run. (In other words, whenever a cell in that column changes, Google Sheets will tell Zapier to kick off your workflow.) The column labels you created in your spreadsheet will populate the Trigger Column dropdown menu you see in the Zap Editor.

A screenshot of customizing the spreadsheet row step in the Zap Editor.

Once you've customized your trigger, click Continue.

Now it's time to test your trigger. Zapier will find a recent spreadsheet row in your Google Sheets account, according to the instructions you've customized in the previous step. If something doesn't look right, repeat the earlier step until you get the data you want. You'll use this information in later steps to customize your Zap.

When you're happy with your test data, click Continue

Connect and customize Gmail

The Zap Editor will prompt you to choose your app and action event. Select Gmail as the app and Send Email as the action event. If you're using the Zap template above, this will already be filled for you. Click Continue.

A screenshot of the Gmail step in the Zap Editor.

Like you did with Google Sheets, sign in to your Gmail account if you haven't connected it to Zapier before. Otherwise, select your Gmail account from the dropdown menu.

Customize your email

Now you'll customize the email you'd like to send each time your Zap triggers. In this example, our spreadsheet is an email list, but you may be using this Zap to communicate spreadsheet changes to your team. The same principles apply.

Under the To field, click on Type or insert… to add your email recipients.

Since our spreadsheet is an email list, we want to use the Email column field as the recipient. It will act as a placeholder field; any time we add a new row to our spreadsheet with an email address, our Zap will email that address.

A screenshot of selecting an email column from a Google Sheets spreadsheet in the Zap Editor.

You can customize the fields for additional recipients, sender name, and a reply address if you'd like, but it's not required for the Zap to work. Under the Subject field, click on Type or insert. to either type in your subject (for something that will be the same each time) or use your spreadsheet fields if you'd like it to change based on information in the spreadsheet.

If you plan to include hyperlinked text or any special formatting in your email, you'll need to click on the dropdown menu under Body Type and select HTML. When you use HTML as the body type, you'll need to use HTML for hyperlinks and other formatting to show up in your email.

A screenshot of the email body type options in the Zap Editor.

Type your email copy in the Body field. You can also use spreadsheet information n your email body copy. Just click inside the Body field to add whichever spreadsheet information you'd like. In our example, we have a list of names and emails in our spreadsheet, so we're using that to personalize our email message.

A screenshot of an email typed out in the Zap Editor.

When you're finished customizing your email, click Continue.

Test your Zap

When you click on any of the test buttons, Zapier will create a new email according to how you've customized your message in the previous step. This ensures your Zap is configured properly, and your email is showing up how you'd like. If you'd rather skip the test, click Skip test located at the top right-hand corner of the window.

A screenshot of testing the email in the Zap Editor.
A screenshot of how the test email appears in Gmail.

If you're happy with the test, click on the slider to turn on your Zap! It can sometimes take a minute to turn on.

A screenshot of the ON and OFF slider in the Zap Editor.

Now, whenever there's a new or updated row in that Google Sheet, Zapier will send an email from Gmail. Head to our Google Sheets to learn more or build your own integration with your favorite apps.

Get Productivity Tips In Your Inbox

Learn about workflow, company building, and how to get things done.

Load Comments...

Comments powered by Disqus

Workflow

Take the Work out of Workflow

Zapier is the easiest way to automate powerful workflows with more than 2,000 apps.