Integrating Gmail with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Gmail with Pabbly Connect for seamless automation workflows. Follow this detailed tutorial for step-by-step instructions. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Gmail Integration

To start this integration, access Pabbly Connect from your dashboard. Begin by creating a new automation workflow specifically for Gmail triggers. Name your workflow, for example, ‘Gmail Trigger New Email.’ This name can be customized based on your preference.

After naming the workflow, select the folder for your Pabbly Connect account and click on the create button. This action will open the automation workflow interface, where you can proceed with setting up the Gmail trigger.

2. Selecting Gmail as the Trigger Application

In the newly opened workflow, search for Gmail and select it as your trigger application. For the trigger event, choose ‘New Email Beta’ from the dropdown menu. This specifies that you want to capture new incoming emails.

• Select the Gmail application from the list.
• Choose ‘New Email Beta’ as the trigger event.
• Click on the connect button to link your Gmail account.

After connecting your Gmail account, you will need to select the label ID for the emails you want to capture. You can choose labels like ‘Inbox’ or other custom labels you have created in Gmail. This selection will determine which emails trigger the automation in Pabbly Connect.

3. Configuring Email Settings in Pabbly Connect

Once you have selected the label ID, you need to specify the body content type. You can choose between plain text or HTML for the email body. Depending on your requirements, select the appropriate option.

After configuring these settings, ensure to turn off your Pabbly Connect workflow. This is essential because you will be sending a test email to capture its response. Click on the ‘Save and Send Test Request’ button to proceed.

4. Capturing the Email Response

With the workflow turned off, click on the ‘Save and Send Test Request’ button. This action will capture a dummy email response from Gmail. After receiving the dummy message, turn your Pabbly Connect workflow back on to begin capturing real email responses.

Next, send a test email from another Gmail account to the email address you connected in Pabbly Connect. Ensure to click on the ‘Capture Webhook Response’ button before sending the test email. This step is crucial for the integration to work correctly.

• Send a test email to the connected Gmail account.
• Check for the new email in the Pabbly Connect workflow.
• Verify that the response contains the email details.

Once the email is sent, you should see the email details populate in your Pabbly Connect workflow, confirming that the integration is successful.

5. Removing the Gmail Trigger in Pabbly Connect

If you want to set up another automation workflow using the Gmail trigger, you need to remove the existing trigger first. To do this, select Gmail as the action application in Pabbly Connect and choose ‘Remove New Email Trigger’ as the action event.

Connect the same Gmail account you used for the trigger and map the trigger ID from the previous step. This ensures that the correct trigger is removed, allowing you to set up a new automation workflow without conflicts.

Select Gmail as the action application. Choose ‘Remove New Email Trigger’ as the action event. Map the trigger ID to ensure the correct removal.

After successfully removing the trigger, you can create new workflows in Pabbly Connect that utilize the Gmail new email trigger event.

Conclusion

This tutorial provided a comprehensive guide on how to set up Gmail triggers using Pabbly Connect. By following these steps, you can automate your workflows efficiently and capture new emails seamlessly. Utilizing Pabbly Connect enhances your email management and streamlines your automation processes.