Integrating Outlook Emails into Google Sheets Using Pabbly Connect

Learn how to automate adding Outlook emails to Google Sheets using Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Outlook emails into Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up for a free account. If you are a new user, click on the ‘Sign up for free’ option to get started.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to reach your dashboard. Here, you can create a workflow that automates the process of adding Outlook emails to Google Sheets.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate adding new Outlook emails to Google Sheets using Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow and choose a folder for it.

• Name your workflow: ‘Add New Outlook Emails to Google Sheets’.
• Select a folder for organization.

After naming your workflow, click on ‘Create’. This will open the workflow window where you can set the trigger and action for your integration. The trigger will be set to Microsoft Office 365, which is essential for capturing new email data.

3. Setting Up the Trigger for Microsoft Office 365

To set up the trigger in Pabbly Connect, select Microsoft Office 365 as your trigger application. The trigger event should be set to ‘New Mail’ to initiate the workflow whenever a new email is received. Click on ‘Connect’ to link your Microsoft account.

Choose to either add a new connection or select an existing one. If you are adding a new connection, click on ‘Connect with Microsoft Office 365’. You will need to accept the permissions requested by Pabbly to ensure secure access to your emails.

4. Filtering Emails for Relevant Inquiries

After successfully connecting your Microsoft Office 365 account, the next step in Pabbly Connect is to filter the emails. This ensures that only relevant inquiries are processed. Add a filter condition to your workflow to check if the subject of the email contains specific keywords.

• Set the filter type to ‘Contains’.
• Add keywords like ‘Inquiry’ and ‘Request’ to capture relevant emails.

Click ‘Save and send test request’ to confirm the filter setup. This step is crucial as it ensures that only emails with the specified keywords will trigger the next actions in your workflow.

5. Adding Email Details to Google Sheets

Now it’s time to add the email details to Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the action event ‘Add New Row’. Click on ‘Connect’ to link your Google Sheets account.

After connecting, select the spreadsheet and sheet where you want to store the email details. Map the necessary fields such as sender’s name, email address, and inquiry content from the previous steps. This mapping allows for dynamic updates as new emails are received.

Finally, click ‘Save and send test request’ to verify that the details are correctly added to your Google Sheets. This integration will automatically update your spreadsheet with new inquiries, streamlining your lead management process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Outlook emails to Google Sheets. By setting up triggers, filters, and actions, you can efficiently manage your inquiries and improve your team’s responsiveness to leads.