Integrating Email Leads with Google Sheets Using Pabbly Connect

Learn how to integrate email leads with Google Sheets using Pabbly Connect for streamlined data management. Follow this step-by-step tutorial for automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Integration

To integrate email leads into Google Sheets, you will first need to access Pabbly Connect. Start by signing into your Pabbly Connect account or create a new account if you are a first-time user. This platform allows seamless automation of your tasks.

Once you are logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button located on the right side of the screen. You will be prompted to name your workflow, which can be something relevant like ‘Add New Leads to Google Sheets’. After naming your workflow, click on the ‘Create’ button to proceed.

2. Setting Up Email Parser in Pabbly Connect

In this section, we will set up the Email Parser feature in Pabbly Connect to capture incoming emails. This feature assigns you a unique email address where all leads will be sent. You will need to forward your existing email to this new address.

• Copy the email address provided by Pabbly Connect.
• Go to your email settings and find the forwarding option.
• Add the Pabbly Connect email address as a forwarding address.

After adding the forwarding address, verify it by entering the confirmation code sent to your Pabbly Connect email. Once verified, make sure to save the changes in your email settings. This will allow all incoming emails to be processed through Pabbly Connect.

3. Filtering Leads Using Pabbly Connect

Next, we will set up a filter in Pabbly Connect to ensure that only relevant emails trigger the workflow. This is essential for managing the data effectively. To do this, select the filter option and specify that the subject line of the email must contain the word ‘lead’.

By setting this condition, you ensure that only emails with the specified keyword will proceed through the workflow. This is crucial for maintaining the integrity of your data. After setting the filter, click on ‘Save and Send Test Request’ to confirm that the filter is working correctly.

4. Extracting Data from Emails Using Pabbly Connect

Now that we have filtered the relevant emails, we will extract specific data such as the name, email address, and contact number from the email body. This is done using the Text Formatter feature in Pabbly Connect.

To extract data, set up a new action step using the Text Formatter. Map the required fields from the previous steps to ensure that the correct information is pulled from the email. For example, when mapping, you will specify which part of the email contains the name and contact information.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the data is being extracted correctly. This step ensures that you have all the necessary information ready for the next stage of the process.

5. Adding Extracted Data to Google Sheets Using Pabbly Connect

Finally, we will add the extracted data to Google Sheets using Pabbly Connect. In this step, you will need to select Google Sheets as your action application and specify the action event as ‘Add New Row’.

Connect your Google Sheets account to Pabbly Connect by authorizing access. Once connected, select the appropriate spreadsheet where you want the data to be added. Map the fields from the previous steps to the corresponding columns in the Google Sheet. This includes the name, email address, and contact number.

After mapping the data, click on ‘Save and Send Test Request’ to ensure the information is correctly added to your Google Sheet. You can verify this by checking the sheet to see if the new lead details have been successfully recorded.

Conclusion

In this tutorial, we explored how to integrate email leads with Google Sheets using Pabbly Connect. By following these steps, you can automate the process of collecting and organizing leads effectively. This integration simplifies data management and enhances your workflow efficiency.