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.
Thank you for the detailed overview. I’ll try it, although I’m afraid it may go beyond my current abilities.
Just let us know if you need further help.