Learn how to automate Gmail with Pabbly Connect using the Email Parser feature. Save email attachments to Google Sheets and Google Drive effortlessly. 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. Introduction to Email Parser in Pabbly Connect
The Email Parser feature in Pabbly Connect allows users to extract data from incoming emails and send it to various applications. This integration is essential for automating tasks like saving email attachments to Google Sheets or Google Drive.
With the Email Parser, you can easily forward important email details to apps like WhatsApp, Discord, and various CRM systems. This tutorial will showcase how to set up this integration step-by-step using Pabbly Connect.
2. Setting Up Pabbly Connect for Gmail Automation
To begin using Pabbly Connect, first create an account on the platform. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, such as ‘Save Email Attachments to Google Sheets and Google Drive.’ Select the appropriate folder for your workflow.
In the workflow, you’ll see two boxes representing the trigger and action. For this automation, select Gmail as the trigger app. The next step is to choose the Email Parser feature, which will allow Pabbly Connect to capture incoming email data.
- Create a new workflow in Pabbly Connect.
- Select Gmail as the trigger application.
- Choose Email Parser as the trigger event.
After setting up the trigger, copy the provided email address to forward emails to. This is the address that Pabbly Connect will use to capture email data.
3. Configuring Gmail Settings for Email Forwarding
Now that you have your Email Parser set up in Pabbly Connect, the next step is to configure your Gmail settings. Go to your Gmail account, click on Settings, and navigate to the ‘Forwarding and POP/IMAP’ tab. Here, you will add the email address provided by Pabbly Connect as a forwarding address.
After adding the forwarding address, Gmail will send a verification email. You will need to confirm this to allow forwarding. Once verified, ensure that forwarding is enabled for incoming emails to this address.
- Access Gmail settings and select ‘Forwarding and POP/IMAP.’
- Add the Pabbly Connect email address as a forwarding address.
- Verify the forwarding address via the confirmation email.
After completing these steps, Pabbly Connect will be ready to capture incoming emails sent to the configured Gmail account.
4. Capturing Email Data with Pabbly Connect
Once your Gmail is set up, send a test email to the forwarding address. This email should contain relevant content and an attachment. Pabbly Connect will automatically capture this email data, including the attachment link, as soon as it arrives.
After sending the email, return to the Pabbly Connect dashboard and click on the ‘Recapture Email Response’ button. This will allow Pabbly Connect to fetch the latest email data, confirming that the integration is functioning correctly.
Send a test email to the configured Gmail address. Click ‘Recapture Email Response’ in Pabbly Connect. Verify that the email data is captured correctly.
This step confirms that the connection between Gmail and Pabbly Connect is working as intended, allowing for seamless data transfer.
5. Saving Data to Google Sheets and Google Drive
To finalize the automation, set up actions in Pabbly Connect to save the captured email data to Google Sheets and Google Drive. Choose Google Sheets as the action app and select the ‘Add a New Row’ action event. Connect your Google Sheets account and select the spreadsheet where you want to save the data.
Map the captured email data fields to the corresponding columns in your Google Sheets. For example, map the sender’s email, subject line, and attachment link to the appropriate columns. After setting this up, you can also configure Google Drive to upload the email attachments automatically.
Select Google Sheets and configure the action to add a new row. Map the email data fields to the spreadsheet columns. Set up Google Drive to upload email attachments.
Once everything is configured, save your workflow in Pabbly Connect. This automation will now run in the background, saving email attachments and details to Google Sheets and Google Drive automatically.
Conclusion
This tutorial demonstrates how to use the Email Parser feature in Pabbly Connect to automate Gmail tasks. By setting up this integration, you can effortlessly save email attachments to Google Sheets and Google Drive, streamlining your workflow.
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