Create an Airtable Record from an Email | Gmail Airtable Integration with Pabbly Connect

Learn how to create an Airtable record from Gmail emails using Pabbly Connect. Follow this step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Gmail and Airtable Integration

To create an Airtable record from an email, we will use Pabbly Connect. Start by signing into your Pabbly Connect account. If you are a new user, you can click on the ‘Sign Up for Free’ button to create an account and enjoy 100 free tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located on the right side. Name your workflow, for example, ‘Create an Airtable Record from an Email’, and choose a folder to save it in. After that, click on ‘Create’ to proceed.

2. Selecting Trigger Application in Pabbly Connect

The next step is to set up the trigger application. In this case, we will use Email Parser to capture emails from your Gmail account. In the trigger window, select ‘Email Parser’ as your trigger application. using Pabbly Connect

• Choose ‘Email Parser’ from the list of applications.
• Set up the email hook to connect with your Gmail account.
• This hook will capture incoming emails and send the data to Pabbly Connect.

After selecting Email Parser, you will need to establish a connection with your Gmail account. This connection allows Pabbly Connect to fetch the email details automatically whenever a new email is received.

3. Configuring Email Forwarding in Gmail

To ensure that Pabbly Connect can capture emails, you need to set up email forwarding in your Gmail account. Go to Gmail settings, then navigate to the ‘Forwarding and POP/IMAP’ tab. Here, add the forwarding address provided by Pabbly Connect. using Pabbly Connect

• Copy the forwarding address from Pabbly Connect.
• Paste it into the forwarding address field in Gmail settings.
• Click ‘Next’ and confirm the forwarding address.

Once the confirmation link is sent to the email hook, click on it to verify the forwarding address. After verifying, go back to Gmail and select the option to forward a copy of incoming mail to the email hook. Save the changes to complete the setup.

4. Setting Up the Action Application in Pabbly Connect

After configuring the trigger, the next step is to set up the action application. In this case, we will use Airtable as the action application to create a new record. In the action window, select ‘Airtable’ as your action application. using Pabbly Connect

For the action event, choose ‘Create New Record’. This allows Pabbly Connect to create a new record in your Airtable whenever a new email is received. You will need to connect your Airtable account to Pabbly Connect by providing the API token.

Go to your Airtable account and navigate to the Developer Hub. Create a new token with the required scopes as indicated in Pabbly Connect. Copy the token and paste it into Pabbly Connect to establish the connection.

Once connected, select the base where you want to create the record in Airtable. Use the mapping feature to insert the email’s subject, body content, and sender’s email into the respective fields in Airtable.

5. Testing the Integration and Finalizing

To finalize the setup, test the integration by sending a sample email to your Gmail account. Check Pabbly Connect to see if the email has been captured successfully. You should see the subject and body of the email reflected in the Pabbly Connect interface.

Once you confirm that the email has been fetched, you can proceed to test the action step. Click on ‘Save and Send Test Request’ in Pabbly Connect. If everything is set up correctly, a new record will be created in Airtable with the details from the email.

Verify that the record in Airtable contains the correct subject, body content, and sender’s email. This confirms that the automation is working successfully. Now, every time you receive an email related to social media planning, a record will be created automatically.

With this, your integration using Pabbly Connect is complete. You can now manage your social media tasks more efficiently by capturing relevant emails directly into Airtable.

Conclusion

In this tutorial, we demonstrated how to create an Airtable record from an email using Pabbly Connect. This integration allows you to automate the process of capturing email details directly into Airtable, enhancing your workflow and productivity.