How to Save Outlook Emails to Google Sheets with Pabbly Connect

Learn how to automate saving Outlook emails to Google Sheets using Pabbly Connect. This detailed tutorial covers every step for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Email Automation

In this tutorial, we will explore how to use Pabbly Connect to automatically save Outlook emails to Google Sheets. This integration allows you to capture essential email details, including attachments, seamlessly.

To get started, first, create an account on Pabbly Connect. This powerful automation tool enables you to connect various applications without any coding. Once you have your account, log in to access the dashboard.

2. Setting Up the Workflow in Pabbly Connect

To set up your workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Sync Outlook Emails with Google Sheets with Attachment.’ This will help you identify the automation later.

• Click on ‘Create’ to initiate the workflow.
• Select ‘Email Parser’ as the trigger application.
• Choose ‘New Email’ as the trigger event.

After setting the trigger, you will see an email address generated by Pabbly Connect. Copy this email address to use in your Outlook account for forwarding emails.

3. Configuring Outlook for Email Forwarding

Now, log into your Outlook account and navigate to the settings. Enable email forwarding and paste the email address you copied from Pabbly Connect. This ensures that any new emails received in Outlook will be forwarded to the email parser.

Once you save the forwarding settings, send a test email from another account to your Outlook. This email should contain an attachment to verify that the setup works correctly. After sending the email, return to Pabbly Connect to check for a response.

4. Connecting Google Sheets with Pabbly Connect

With the email forwarding set up, it’s time to connect Google Sheets to Pabbly Connect. Select Google Sheets as the action application in your workflow. Choose the action event as ‘Add New Row’ to insert email details into your spreadsheet.

• Authenticate your Google Sheets account.
• Select the spreadsheet you want to update.
• Map the fields from the email parser response to the spreadsheet columns.

Make sure to map the sender’s name, email, subject, body, date, and attachment URL. This mapping ensures that every new email’s details are saved automatically in your Google Sheets.

5. Filtering Emails for Specific Criteria

To enhance your automation, you can set up filters in Pabbly Connect to only save specific emails, such as those containing invoices. Use the filter feature to define conditions based on the subject line or sender’s email.

For example, you can set conditions like:

If the subject contains ‘invoice’ or ‘receipt.’ If the email is from a specific sender.

This filtering process ensures that only relevant emails are saved to your Google Sheets.

Conclusion

Using Pabbly Connect allows you to automate the process of saving Outlook emails to Google Sheets efficiently. With the steps outlined, you can capture essential email details and filter relevant communications seamlessly.