Learn how to integrate Gmail with Google Sheets using Pabbly Connect to create automated backups for your emails. This step-by-step guide covers everything you need.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect to Start Integration
To begin the integration of Gmail with Google Sheets, first, access Pabbly Connect. This platform serves as the central hub for automating tasks between applications.
Once you log into Pabbly Connect, navigate to the dashboard. Here, you will find the option to create a new workflow, which is essential for connecting Gmail and Google Sheets.
2. Create a New Workflow in Pabbly Connect
Creating a new workflow is crucial for automating email backups to Google Sheets. Start by clicking on the ‘Create Workflow’ button in Pabbly Connect.
In the workflow setup, you will need to provide a name for your workflow. This name should reflect the integration purpose, such as ‘Gmail to Google Sheets Backup’.
- Click on the ‘Create’ button to proceed.
- Select Gmail as the trigger application.
- Choose the trigger event, such as ‘New Email’.
After setting up the trigger, you will need to authenticate your Gmail account, allowing Pabbly Connect to access your emails.
3. Set Up Google Sheets in Pabbly Connect
After configuring Gmail, the next step is to set up Google Sheets as the action application in Pabbly Connect. This allows you to define where the email data will be stored.
Choose Google Sheets from the list of applications and select the action event, like ‘Add Row’. This will enable you to add new entries for each email received.
- Connect your Google Sheets account by authenticating it.
- Select the specific spreadsheet and worksheet where you want to save the email data.
Once the Google Sheets setup is complete, you can map the email fields from Gmail to the corresponding columns in your Google Sheet.
4. Test the Integration in Pabbly Connect
Testing the integration is a vital step to ensure everything is functioning correctly. In Pabbly Connect, you can run a test to check if the email data is correctly being sent to Google Sheets.
To test, send a test email to your Gmail account. Then, click on the ‘Test & Review’ button in Pabbly Connect. This will verify if the data is correctly captured and added to Google Sheets.
Check your Google Sheets to confirm that the test email’s details are recorded accurately. If the test is successful, you can proceed to activate your workflow.
5. Activate Your Workflow in Pabbly Connect
After successfully testing the integration, the final step is to activate the workflow in Pabbly Connect. This ensures that every new email received in Gmail will automatically create a backup in Google Sheets.
To activate, simply toggle the switch to enable the workflow. You will now have a fully automated system for backing up your emails to Google Sheets.
Regularly check your Google Sheets to ensure that all emails are being backed up correctly. This integration streamlines your email management process significantly.
Conclusion
Integrating Gmail with Google Sheets using Pabbly Connect allows for seamless email backup automation. Follow the steps outlined to ensure your emails are efficiently stored, enhancing your productivity.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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