In today’s fast-paced business environment, automation is key to efficiency and productivity. By automating tasks, businesses can save time and resources, allowing them to focus on more strategic initiatives.

One way to automate direct mail is to integrate Google Sheets with Zapier. Zapier is a powerful automation platform that allows you to connect different apps and services together. With Zapier, you can create Zaps that trigger actions in one app when a certain event occurs in another app.

For example, you can create a Zap that sends a direct mail piece from PCM Integrations whenever a new row is added to a Google Sheet. This allows you to automatically send personalized direct mail to new leads, customers, or employees.

Our quick tutorial will show you how to get started with Google Sheets for direct mail automation.

Here are the steps on how to integrate Google Sheets with Zapier to send direct mail from PCM Integrations:

1. Create a Zap in Zapier. Go to Zapier.com and create a new Zap. Choose Google Sheets as the trigger app and New Row in Spreadsheet as the trigger event.

2. Connect your Google Sheets account. Zapier will ask you to connect your Google Sheets account. Once you have connected your account, you can select the spreadsheet that you want to use as the trigger.

3. Choose the action app. In the action step, choose PCM Integrations as the action app. Then, select Send Direct Mail as the action event.

4. Map the fields. Zapier will ask you to map the fields in the Google Sheet to the fields in the PCM Integrations direct mail template. This ensures that the correct information is sent in the direct mail piece.

5. Test the Zap. Once you have mapped the fields, you can test the Zap to make sure it works correctly. Zapier will send a test direct mail piece to the email address you provide.

6. Turn on the Zap. Once you have tested the Zap, you can turn it on. This will ensure that the Zap runs whenever a new row is added to the Google Sheet.

Here are some of the benefits of integrating Google Sheets with Zapier to send direct mail:

  • Automation: Automating direct mail saves you time and effort. You no longer have to manually create and send direct mail pieces.
  • Personalization: You can personalize direct mail pieces by using data from Google Sheets.
  • Scalability: You can easily scale your direct mail campaigns by adding new rows to your Google Sheet.
  • Flexibility: You can create Zaps to automate a variety of direct mail tasks. For example, you can create Zaps to send welcome letters, product announcements, or event invitations.

Effortlessly automate your direct mail campaigns by connecting Google Sheets with PCM Integrations through Zapier. It can help you save time and personalize your messages.

Want help setting up your integration? Give us a call to learn about our Zapier set-up packages.