Hello Glide Community,
I’m working on integrating a feature into a custom CRM app, specifically using Gmail to send targeted emails to selected contacts, similar to a mail merge function but for chosen accounts.
The goal is to identify contacts tagged as qualified leads, select them, and then use a custom action button to open a form. In this form, I’d enter the email subject and content. Upon hitting “Send”, it would trigger emails to all selected contacts, then clear the selection.
Has anyone implemented a feature like this in Glide? I’ve searched through the documentation and community discussions but haven’t found a solution yet.
Thank you for taking a look!
I haven’t done something like this, but I guess you would need to:
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Have specific “keys” that the user can enter into their email and it gets replaced automatically. Let’s say [FirstName], [LastName], etc.
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Create a custom form, allow them to enter the subject and body into two user-specific columns.
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Cast those user-specific columns into the leads table.
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Add a choice for them to choose accounts, ideally writing to another user-specific column.
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Use a split text column on top of the chosen accounts list, and a relation back to the leads table to get all the chosen accounts.
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Good to have: Add a single value column on top of the relation to get the first matched row, and display the subject and body to the user as a “preview”.
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Go to the leads table, add a JSON object column that houses the lead’s email, subject and body templates.
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In the table where you have the custom form, use a lookup on top of the relation for chosen leads, to lookup a JSON array of the JSON object you created above.
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Use a webhook action to push that array to Make, loop through that array and send emails.
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Thank you for the detailed overview. I’ll try it, although I’m afraid it may go beyond my current abilities.
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Just let us know if you need further help.