Integrating Outlook Emails into Google Sheets with Pabbly Connect: Step-by-Step Guide

Learn how to integrate Outlook emails with Google Sheets using Pabbly Connect. Follow our detailed tutorial for seamless automation. 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. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. Simply go to the Pabbly website and click on the ‘Sign In’ button if you already have an account. If you are new, click on ‘Sign Up for Free’ to create an account and enjoy 100 tasks free every month.

Once signed in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to reach your dashboard. Here, you can create workflows that connect different applications seamlessly, including Outlook and Google Sheets.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to enter a name for your workflow; input ‘Add New Outlook Emails to Google Sheets Automatically’. Choose a folder like ‘Automations’ to save your workflow.

• Click on ‘Create’ to proceed to the workflow window.
• This window allows you to set triggers and actions for your automation.

In this workflow, you will set Microsoft Office 365 as the trigger application. This means that whenever a new email arrives, it will trigger the workflow to add the details into Google Sheets. The process is straightforward and requires no coding skills.

3. Setting Up the Trigger with Microsoft Office 365

To set up the trigger, select Microsoft Office 365 as the application. For the trigger event, choose ‘New Mail’. This event will initiate the workflow whenever a new email is received in your Outlook account.

Click on ‘Connect’ to link your Microsoft Office 365 account with Pabbly Connect. If you have previously connected your account, you can select it; otherwise, click on ‘Add New Connection’. Grant necessary permissions when prompted to ensure a secure connection.

4. Filtering Emails for Specific Inquiries

After setting up the trigger, you need to filter the emails to ensure only relevant inquiries are processed. To do this, add a filter action in Pabbly Connect. Select ‘Filter’ as the action application and choose ‘Filter Values’ as the action event.

• Set the label to ‘Subject’ and the filter type to ‘Contains’.
• Input keywords like ‘Inquiry’ and ‘Request’ to specify which emails should trigger further actions.

This filtering step ensures that only emails regarding inquiries are added to your Google Sheets, making your workflow efficient and targeted.

5. Adding Details to Google Sheets

Once the emails have been filtered, the next step is to add the details to Google Sheets. In Pabbly Connect, select Google Sheets as your action application and choose ‘Add New Row’ as the action event.

Connect your Google Sheets account by clicking on ‘Sign in with Google’ and granting the necessary permissions. Once connected, select the spreadsheet and sheet where you want to add the lead details. You will need to map the fields such as name, email, and inquiry from the Outlook email to the corresponding columns in Google Sheets.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding new Outlook emails to Google Sheets. By setting up triggers and filters, you can ensure that only relevant inquiries are captured, streamlining your workflow and improving lead management.