How to Send Subscribers an Email from Gmail with Zapier and OptinMonster

Are you looking to automatically send your leads an email when they subscribe? It’s simple with OptinMonster’s Zapier integration! This guide will show you how to set up an automated email using our Zapier integration.

NOTE: Zapier is a paid service, however they do offer a trial you can use to determine if it’s the right fit for your needs.
  1. Configure Webhook Integration
  2. Create Zapier Action
  3. Configure Gmail Action
  4. Setup Gmail Template
  5. Test Action
  6. Turn on Your Zap

Step 1 – Configure Webhook Integration

Create a Webhook Trigger by connecting OptinMonster to Zapier using our integration guide.

Step2 – Create Zapier Action

Once you’ve configured a Webhook Trigger in Zapier following our Zapier integration guide, you’ll be ready to create an Action for your Zap. Select the Continue button to begin configuring your Action.

Once you've created your Webhook Zapier Trigger, you can begin configuring your Zapier Action.

Step 3 – Configure Gmail Action

From the Choose an Action App screen, select Gmail.

Note: you may need to search for this app if you haven’t previously used it in a Zap.

Choose Gmail From Action App

Next you’ll be prompted to specify what Action should happen within Gmail. Choose Send Email from the options, followed by the Continue button.

Choose Send Email

Zapier will now ask you to choose or connect your specific Gmail account. If you haven’t already connected your Gmail account to Zapier, select the Connect a New Account button.

Connect or choose your Gmail Account

If connecting your Gmail account for the first time, a new window will open prompting you to login to your Google account and confirm Zapier can access your account. Select the Allow button to proceed:

Once connected, click Close and continue to be returned to Action setup.

allow_access_continue

If you connected a new account, or if you have connected your GMail account previously, you’ll see the account listed here and can choose it.

Rename Gmail account for reference

Clicking the pencil icon next to your account’s name will allow you to rename the account. This can be helpful if you need to connect more than one Gmail account to your Zapier account.

Once you select the account you want to connect for this Action, select the Save + Continue button.

Step 4 – Setup Gmail Template

On the next screen you’ll be asked to create a template for the email this Action should send to new subscribers.

Clicking the icon on the right of the field will provide options for selecting the lead data from your optin when appropriate.

For To recipient, choose Lead Email from the drop down.

Select Lead Email

For From Name, type your name or the name associated with the Gmail address you connected to Zapier.

For Body Type, you can choose from plain text or HTML. For this example, we chose plain text because the resulting email will look like a conversational email.

For Body, write the text of your email. We like to include the recipient’s first name in the email because personalized emails convert better.

You can do this by clicking the icon at the top right and inserting Lead First Name into your email where you’d like the actual name to appear.

Personalize Your Email Using Merge Tags

If your campaign promised a PDF or other lead magnet, you can include it in your email as an attachment. Simply paste in the URL of the file, and Zapier will automatically attach the file.

Paste URL of lead magnet if needed

Click Continue.

Step 5 – Test Action

Review the layout of your email. If you need to make additional changes, you can click the “Edit Template” link in the left sidebar to return to the previous screen. If you’re happy with your email, click Create and Continue to send a test email to yourself.

Test your email to see if you like it.

If your test was successful, you will see a green Test Successful message. Click Finish.

Click Finish

Step 6 – Turn on Your Zap

The final step is to turn your new Zap on!

Give your Zap a name which will help you identify it in your Zapier account. Toggle the switch “Your Zap Is…” to ON.

Zapier Name Zap and Toggle to On

 

Congratulations! You’ve now created a Zap which will send an email to visitors who complete your campaign!

Are you looking for an easy way to keep a list of your lead information? See our doc on how to add subscribers to a Google Spreadsheet with Zapier.