Automate Email Data to Google Sheets Using Pabbly Connect

Learn how to automate adding email data to Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email and Google Sheets Integration

To automate the process of adding email data to Google Sheets, the first step is to set up Pabbly Connect. Start by signing in to your Pabbly account and accessing the dashboard. Click on the blue ‘Create Workflow’ button to initiate a new integration.

Give your workflow a suitable name, such as ‘Automatically Add Email Data to Google Sheets’. This will help you identify your workflow later. After naming your workflow, you will see the trigger and action modules of Pabbly Connect which are essential for the automation process.

2. Configuring Email Parser in Pabbly Connect

The next step involves configuring the Email Parser within Pabbly Connect. This parser will capture email data from your Gmail. To do this, select ‘Email Parser’ as your trigger application. This feature allows you to fetch data from any email received at a specific email address.

• Open Gmail settings and navigate to ‘Forwarding and POP/IMAP’.
• Add the forwarding address provided by Pabbly Connect.
• Confirm the forwarding by entering the verification code sent to your email.

Once the forwarding is set up, any email sent to this address will be captured by Pabbly Connect and can be used in your workflow.

3. Filtering and Formatting Email Data

After setting up the Email Parser, the next step is to filter the incoming emails. This ensures that only relevant emails are processed. In Pabbly Connect, add a filter action to check if the email subject contains the word ‘contact’. This will allow only those emails to proceed to the next step.

To set up the filter, specify the condition that the subject must contain the word ‘contact’. Once configured, test the filter to ensure it is working correctly. If the condition is met, the email data will be forwarded to the next step in the workflow.

4. Extracting Email Details Using Text Formatter

With the emails filtered, the next step is to extract necessary details such as name, email, and phone number from the email body. Use the Text Formatter feature in Pabbly Connect to parse the email content.

• Create a new action step using Text Formatter.
• Map the body text of the email to extract the required details.
• Define the parsing rules to identify where the name, email, and phone number are located in the text.

After configuring the text formatter, test it to ensure it can accurately extract the required information from the email body.

5. Adding Data to Google Sheets Using Pabbly Connect

The final step in this automation is to add the extracted email data to Google Sheets. Set up Google Sheets as the action application in Pabbly Connect. Select the action event as ‘Add New Row’ to insert the data into the spreadsheet.

Connect your Google account to Pabbly Connect and select the spreadsheet and specific sheet where the data should be added. Map the extracted name, email, and phone number fields to the corresponding columns in your Google Sheet. Once everything is configured, save and test the action to confirm that the data is correctly added.

Conclusion

By following these steps, you can effectively automate the process of adding email data to Google Sheets using Pabbly Connect. This integration streamlines data collection and reduces manual entry errors, making your workflow more efficient.