How to Automatically Send Outlook Emails to Slack Using Pabbly Connect

Learn to integrate Microsoft Outlook with Slack using Pabbly Connect for automatic email notifications. Follow this detailed tutorial for step-by-step guidance. 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. Setting Up Pabbly Connect for Outlook and Slack Integration

To automatically send Outlook emails to Slack, we will utilize Pabbly Connect, an automation platform that simplifies integrations. Start by logging into your Pabbly Connect account or create a free account if you are a new user. This platform allows you to create workflows that connect various applications seamlessly.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it something descriptive like ‘When New Email is Received in Outlook, Send it on Slack Automatically’. After naming your workflow, click on ‘Create’ to proceed.

2. Selecting Applications in Pabbly Connect

In this step, you will select the applications involved in the automation. For our case, choose Microsoft 365 as the trigger application and Slack as the action application. This is crucial as it defines the workflow’s functionality.

• Select ‘Microsoft 365’ as the trigger application.
• Choose the trigger event as ‘New Email Received’.
• Next, select ‘Slack’ as the action application.
• Select the action event as ‘Send Channel Message’.

These selections are important because they dictate how Pabbly Connect will handle the incoming data from Outlook and send it to Slack. After making your selections, proceed to connect these applications.

3. Connecting Microsoft Outlook to Pabbly Connect

To connect Microsoft Outlook, click on ‘Add a New Connection’ in the trigger section. You will need to authorize Pabbly Connect to access your Outlook account. If this is your first time, you will be prompted to log in to your Microsoft account and grant necessary permissions.

Once authorized, Pabbly Connect will start fetching the most recent emails from your Outlook account. You can test this connection by sending a test email to your Outlook account. After sending, click on ‘Save and Send Test Request’ in Pabbly Connect to see if it retrieves the email successfully.

4. Connecting Slack to Pabbly Connect

After successfully connecting Microsoft Outlook, the next step is to connect Slack. In the action section, select ‘Add a New Connection’ for Slack. Authorize Pabbly Connect to access your Slack account by choosing the appropriate token type, typically a user token for sending messages.

Once connected, you can specify the Slack channel where you want to send the email notifications. For example, if you want to send notifications to the ‘PayPal Sales’ channel, select that channel from the dropdown list. Here, you can also customize the message format, including details like sender name and email body.

5. Filtering Emails Before Sending to Slack

To ensure only relevant emails are forwarded to Slack, you can set up filters in Pabbly Connect. Click on the plus icon to add a filter step. Define conditions based on keywords that should be present in the email subject or body, such as ‘payment’ or ‘received’. This will help in filtering out unnecessary emails.

• Specify conditions like ‘if subject contains ‘payment”.
• Add additional conditions for the body of the email.
• Ensure that the filter is set to allow only important emails to proceed to Slack.

This filtering step is essential as it ensures that your Slack channel only receives pertinent information, making communication more efficient. With these filters in place, Pabbly Connect will automatically handle the forwarding of relevant emails.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically send Outlook emails to a Slack channel. By following the steps outlined, you can streamline communication and ensure that important emails are shared with your team efficiently. With Pabbly Connect, automating your workflows becomes straightforward and effective.