Learn how to integrate your email data extraction into Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Email to Google Sheets Integration
To start the integration process, you need to access Pabbly Connect. Begin by opening a new tab and searching for Pabbly’s official website. Once there, you can either sign in if you already have an account or sign up for free if you’re new to the platform.
After signing in, click on the ‘Access Now’ button under Pabbly Connect. This action will take you to the dashboard where you can create a new workflow. Here, you can manage all your workflows efficiently.
2. Creating a New Workflow in Pabbly Connect
In the dashboard, click on the ‘Create Workflow’ button to begin setting up your integration. You will be prompted to name your workflow. For this integration, name it something descriptive, such as ‘Add Extracted Data from Email into Google Sheets’. Choose the appropriate folder to save your workflow, preferably one related to Google Sheets.
- Click on the ‘Create’ button to proceed.
- You will see two sections: Trigger and Action.
- Set up your trigger first, which will be the Email Parser.
In the trigger section, select the Email Parser as your application. This allows you to automatically forward all emails from your Gmail account to Pabbly Connect, enabling data extraction.
3. Setting Up Email Parser in Pabbly Connect
To configure the Email Parser, copy the provided email address from Pabbly Connect. Next, go to your Gmail settings and navigate to ‘See all settings’. Under the ‘Forwarding and POP/IMAP’ tab, add the copied email address as a forwarding address.
- Click on ‘Proceed’ and confirm the forwarding address via the link sent to that email.
- Once confirmed, go back to Gmail settings and select ‘Forward a copy of incoming mail to’ the new address.
- Save your changes to activate the forwarding.
After setting up the forwarding, return to Pabbly Connect and click on ‘Recapture Email Parser Response’. This will allow you to capture the details from any new emails that arrive.
4. Configuring Google Sheets Action in Pabbly Connect
With the Email Parser set up, it’s time to configure the action that will send data to Google Sheets. In the action section of your workflow, select Google Sheets as the application. Then, choose the action event as ‘Add New Row’. This step will allow you to add extracted email data directly into your Google Sheets. using Pabbly Connect
Click on ‘Connect’ and then select ‘Add New Connection’ to link your Google account. Allow Pabbly Connect to access your Google Sheets. Select the spreadsheet you want to use for storing email data.
After selecting your spreadsheet, map the fields from the Email Parser response to the respective columns in Google Sheets. This mapping ensures that the sender name, sender email, subject, and body text are correctly filled in your spreadsheet.
5. Testing the Integration Between Email Parser and Google Sheets
Having set up both the Email Parser and Google Sheets actions, it’s crucial to test the integration. Send a test email to your Gmail account and check if the data is captured by Pabbly Connect and subsequently added to your Google Sheets.
For instance, if you receive an email with the subject ‘New Order’, ensure the details appear correctly in your Google Sheet. The integration should automatically populate the new row with the sender’s name, email, subject, and body text from the email.
After testing, you can confirm that every new email received will trigger the extraction of data and add it to Google Sheets seamlessly, thanks to Pabbly Connect. This automation saves time and eliminates manual data entry.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automatically extract data from your emails and add it to Google Sheets. By following these steps, you can streamline your workflow and save valuable time.
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