Create an Airtable Record from an Email with Pabbly Connect: A Step-by-Step Guide

Learn how to create an Airtable record from a Gmail email using Pabbly Connect with this detailed tutorial. Follow the exact steps for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Gmail and Airtable Integration

To create an Airtable record from an email, you first need to access Pabbly Connect. This platform serves as the central hub for your integration process. Start by signing into your Pabbly Connect account. If you are new, you can sign up for free and receive 100 tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to begin setting up your automation. In the dialog box that appears, give your workflow a name like ‘Create an Airtable Record from an Email’ and select a folder to save it in. Click ‘Create’ to proceed.

2. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow using Pabbly Connect. Here, you will use the Email Parser as your trigger application to fetch emails from your Gmail account. Select ‘Email Parser’ as your trigger application.

• Choose ‘Email Parser’ from the list of applications.
• Set the trigger event to capture new emails.
• Connect your Gmail account to the Email Parser.

After setting up the trigger, you will receive a hook URL. Copy this address, as it will be used to configure your Gmail settings for forwarding emails.

3. Configuring Gmail for Email Forwarding

To ensure that new emails are forwarded to Pabbly Connect, you need to configure your Gmail settings. Open your Gmail account, go to Settings, and navigate to the ‘Forwarding and POP/IMAP’ tab.

• Add the forwarding address provided by the Email Parser.
• Confirm the forwarding address via the confirmation link sent to the Email Parser.
• Set Gmail to forward a copy of incoming mail to the Email Parser.

Once you save these changes, any new email will be captured by Pabbly Connect automatically, starting the workflow execution in real-time.

4. Adding a Filter Step in Pabbly Connect

After setting up the trigger, it’s essential to filter the emails that will proceed to create a record in Airtable. In Pabbly Connect, click on ‘Add Action Step’ and choose ‘Filter’ to specify conditions for the emails.

Set the filter to only allow emails with specific subject lines, such as those containing ‘social media planning.’ This ensures that only relevant emails trigger the subsequent actions in your workflow.

Select the filter type as ‘Contains’. Enter ‘social media planning’ as the value to filter. Save and test the filter to ensure it works correctly.

Once the filter is set up successfully, only emails matching your criteria will move forward in the workflow.

5. Creating an Airtable Record Using Pabbly Connect

The final step is to create a record in Airtable using the details captured from the email via Pabbly Connect. Select Airtable as your action application and choose ‘Create Record’ as the action event.

To establish a connection between Airtable and Pabbly Connect, you will need an API token from your Airtable account. Go to your Airtable developer hub, create a new token with the necessary scopes, and copy it.

Paste the token into Pabbly Connect to establish the connection. Select the Airtable base where you want to create the record. Map the subject, body content, and sender email from the parsed email into the corresponding fields in Airtable.

After mapping the fields, click ‘Save and Send Test Request’ to create the record. If successful, you will see the new record created in your Airtable account.

Conclusion

Using Pabbly Connect, you can efficiently create an Airtable record from an email by following these detailed steps. This integration automates the process, ensuring that relevant emails are captured and recorded seamlessly. Enjoy the benefits of streamlined workflows with Pabbly Connect!