In the workplace, especially in the telework sector, the communication between team members is crucial and there are cases where information needs to be shared between different platforms.
Being Gmail and WhatsApp the two most used platforms for email and instant messaging, respectively, the transfer of information between them is very common, since it allows to share information in a more efficient way.
In this article we will teach you the most efficient methods to send content from your Gmail email to a WhatsApp account, so that you can optimize the communication of your work group
Learn step by step how to send emails from Gmail to WhatsApp from any device
Currently, forwarding an email to WhatsApp directly is not possible, since the Gmail application does not have a button to share your emails on other platforms. Nevertheless, There are several alternative methods that we can use to share the information attached to an email with WhatsApp., so that it can be used efficiently.
Next, we will teach you the most effective methods to share your emails:
On mobile
This method is valid and functional in the Gmail mobile app, so it is applicable no matter if you use Android or iOS.
Although the Gmail application cannot share emails to other applications, it has more methods that serve this purpose:
- Open the Gmail app on your mobile.
- Select the email what do you want to share in WhatsApp.
- Click on the three points in the upper right corner of the email window to open options.
- Choose the option “To print”.
- On top, open the options bar and select “Save as PDF.”
- It will be saved in your mobile storage with the name “Gmail – (Subject)” default. You can modify this if you wish.
- Press about him icon in the upper right corner to save the PDF.
- Once saved, open your application WhatsApp and select the contact or group where you want to send the email.
- Press at clip located in the chat writing bar.
- Choose the section “Document”.
- Find the PDF file of the mail and select it.
- Press “Send”.
By doing this, you will be able to share the content of an email with the people you want, safely and reliably saved in a PDF file. This is the closest option we have available in smartphone to share our emails with other platforms, at least until the option is enabled.
In the computer
The Gmail web portal, unlike its mobile version, does not have the option to save an email as PDF, so it is a bit more limiting when it comes to sharing content to other platforms. Given that it is not possible to forward an email to WhatsApp, the only option is select and copy the content of the message and send it as text to a contact from WhatsApp Web.
Go for it:
- Login to Gmail on your computer.
- Open the email what do you want to share.
- Select the text of the mail by dragging the cursor over it.
- Right click and select “Copy”.
- Open in a new tab the page of WhatsApp Web.
- Scan the QR code of the page with your mobile, which you can do by opening the options of WhatsApp and following the route Paired Devices> Pair Device.
- Select the conversation or group where do you want to share the text
- Right click in the text bar and select “Paste”.
- Press “Send” to share the text.
Till the date, it is the only method available to share Gmail emails with WhatsApp or other platforms. The advantage of this method, however, is that it preserves the links that might be attached to the email. However, its presentation is somewhat weak, since this is only the plain text pasted into the conversation, so that it does not offer as professional an aesthetic as its mobile version does.
Learn how to use Zapier to automatically forward Gmail emails to other platforms.
While forwarding the content of a Gmail email to WhatsApp, or another platform is not possible at the moment, Yes, it is possible to use an external tool to receive notifications on any platform about the receipt of a new email.
The tool in question is called Zapier, and it is a page through which you can link your accounts in web pages and applications to automate processes, thus saving work time. It has a very simple and easy-to-use interface, and all you need to be able to link your accounts is to grant the requested accesses.
Zapier has encrypted bank-grade security, so your account details will be safe:
Create your account on Zapier
To be able to use Zapier for the first time, all you have to do is go to its official website, from where you can create your account by linking it with Facebook, Microsoft or Google:
-
Sign in to
zapier.com. - creat your account with the available options. You can do it with Google, Microsoft, Facebook, or a work email.
- Once created bill, Zapier will take you to your work tray.
Choose the applications to link
Because WhatsApp is not available as an app to link in Zapier, we’ll show you how to set up your Gmail account to send a notification direct message to Slack, through the next steps.
Let’s see:
- Seeks the option “Create your own flow” and choose the apps you want to link.
- Select Gmail as a trigger application, and Slack as a reaction app.
- Choose the actions to be taken. For Gmail, select the option “New message”. With this, we will configure the arrival of a new email as a trigger.
- After, defines the mail folder to which Zapier will have access, in this case, select “Inbox”.
- For Slack, look for the option “Send direct message”. Through this, every time you receive a new email in Gmail, you will receive a direct message in Slack.
- click on “Next”.
Perform the test run
At this point, all you need to do is approve Zapier’s access to your Gmail and Slack accounts to start using the service:
- Grant Zapier access permissions to Gmail, and specify the name of the Slack workroom, so that the page can check the new mails and send the direct messages.
- Configure the message parameters. Define if you want it to be sent to multiple users, if you want it to be sent through a bot, and edit the text of the notification message. Once the notification message is configured, click “Next”.
- Zapier will send a test message to the Slack account previously entered. Once you receive it, click Finish.
Once the Zap is configured, every time you receive an email in your Gmail inboxA notification direct message will be sent to Slack.
If for some reason Slack is not convenient for you, this website has access to multiple popular platforms such as Facebook Messenger, Twitter, and Instagram, which can be configured to perform the same action very easily. Zapier has a free professional trial for 14 days, after which you must hire the service to continue enjoying the automated applications.