Learn how to automate email notifications to Google Chat using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Google Chat Integration
To begin, access Pabbly Connect by navigating to its official website. If you are a new user, click on the ‘Sign Up for Free’ option to create an account. Existing users can simply sign in to their accounts. Once logged in, you will have access to the dashboard where all your workflows are managed.
Pabbly Connect allows you to automate tasks without coding. You’ll find options to create workflows that connect various applications. Begin by clicking on the ‘Create Workflow’ button to set up your automation.
2. Creating a Workflow in Pabbly Connect
After clicking on ‘Create Workflow’, you need to name your workflow. For this tutorial, use the title ‘Send Email Notifications on Google Chat’. Select a folder to save your workflow, such as ‘Automations for Lead Management’. using Pabbly Connect
- Name your workflow appropriately.
- Select a folder for organization.
- Click on ‘Create’ to finalize your workflow setup.
With the workflow created, you will see two sections: Trigger and Action. The Trigger specifies what event will start the workflow, and the Action defines what happens when the trigger occurs. In this case, set the trigger to ‘Email Parser’ to capture emails from your Gmail account.
3. Setting Up Email Parser in Pabbly Connect
In this step, you will configure the Email Parser as your trigger application. This is essential for capturing incoming emails from Gmail. After selecting ‘Email Parser’, you will receive an email hook that will be used to forward emails to Pabbly Connect.
Copy the email hook provided. Now, go to your Gmail account and navigate to the settings. Under ‘Forwarding and POP/IMAP’, add the copied email hook as a forwarding address. Confirm the forwarding by verifying the link sent to the email hook.
- Go to Gmail settings and find ‘Forwarding and POP/IMAP’.
- Add the Email Parser hook as a forwarding address.
- Confirm the forwarding by clicking the verification link sent to the hook.
Once verified, return to Pabbly Connect and click on ‘Recapture Email Response’ to ensure that the integration is working properly. You can test this by sending a sample email to your Gmail account.
4. Filtering Emails for Google Chat Notifications
After setting up the email parser, you can now filter the emails to ensure only relevant notifications are sent to Google Chat. In the Action section, select ‘Filter’ as your action application. This allows you to set conditions for which emails should trigger notifications. using Pabbly Connect
Set the filter criteria to check the email subject. For instance, if the subject contains ‘New Lead Alert’, the workflow will proceed to send the notification. If it does not meet the criteria, the workflow will stop.
Select ‘Filter’ as the action application. Set the condition to check for specific email subjects. Click on ‘Save and Send Test Request’ to validate the filter.
Once the filter is successfully set, you can proceed to send the message to Google Chat if the condition is met. This ensures that only important notifications are forwarded to your team.
5. Sending Notifications to Google Chat
The final step is to set up the action to send messages to Google Chat. In the Action section, select ‘Google Chat’ and choose the action event ‘Create Message’. This action will send the filtered email details to your Google Chat space.
To connect Google Chat, you will need to set up a webhook URL. Follow the instructions provided in Pabbly Connect to create a webhook in your Google Chat space. Once you have the webhook URL, paste it into the appropriate field in Pabbly Connect.
Select ‘Google Chat’ as the action application. Choose ‘Create Message’ as the action event. Paste the webhook URL into the field provided.
Compose the message you want to send, including the details of the lead. After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify that the message is sent successfully to your Google Chat space.
Conclusion
In this tutorial, we explored how to automate sending email notifications from Gmail to Google Chat using Pabbly Connect. By setting up an email parser, applying filters, and configuring Google Chat, you can efficiently manage lead notifications without coding. This integration enhances communication and ensures your team stays informed about new leads promptly.
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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