Automate Gmail to Google Sheets with Pabbly Connect: A Step-by-Step Tutorial

Learn how to automate the process of storing parsed emails from Gmail into Google Sheets using Pabbly Connect with this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Gmail and Google Sheets Integration

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will explore how to use Pabbly Connect to extract specific emails from Gmail and store them in Google Sheets. This process will help you manage your data efficiently without the need for manual searches.

By utilizing Pabbly Connect, you can automate the extraction of data from Gmail into Google Sheets. This setup is particularly useful for businesses needing to organize customer queries, transaction confirmations, or order notifications directly into a structured format. Let’s dive into the steps required to set up this integration.

2. Creating a Pabbly Connect Account

To get started, you need to create an account on Pabbly Connect. Open your browser and go to the Pabbly Connect website. Click on the blue button to create your free account. You will receive 100 free tasks in your account, which is perfect for testing this automation. using Pabbly Connect

Once your account is created, log in to your Pabbly Connect dashboard. Here, you will see an option to create a new workflow. Click on the button and name your workflow, for instance, ‘Gmail to Google Sheets Automation’. Click on the ‘Create’ button to proceed.

3. Setting Up the Integration Between Gmail and Google Sheets

In Pabbly Connect, the integration process involves setting up a trigger and an action. The trigger will be the event that initiates the automation, while the action is what happens as a result. For this integration, select ‘Email Parser’ as the trigger since we will be parsing emails from Gmail. using Pabbly Connect

• Select the ‘Email Parser’ option in Pabbly Connect as the trigger.
• Set up your Gmail to forward emails to the email address provided by Pabbly Connect.
• Verify the forwarding by copying the confirmation code sent to your Gmail.

After setting up the trigger, you will need to capture the incoming email data. Send a test email to the forwarded address to ensure that Pabbly Connect can capture the data correctly. Once the email is received, you can check the body text and ensure that the data is parsed correctly.

4. Applying Filters in Pabbly Connect

To ensure that only relevant emails are captured, you can apply filters in Pabbly Connect. This step is crucial as it allows you to specify conditions based on the subject lines of the emails. For instance, you can set conditions to capture emails that contain specific keywords like ‘query’, ‘feedback’, or ‘issue’. using Pabbly Connect

• Add conditions in Pabbly Connect based on the subject line of the emails.
• Use the ‘contains’ option to specify keywords for filtering.
• Save the filter settings to ensure only relevant emails are processed.

With filters applied, Pabbly Connect will only forward the specified emails to Google Sheets. This makes your data collection more efficient and organized, allowing you to focus on important communications.

5. Storing Data in Google Sheets Using Pabbly Connect

After setting up the filters, the next step is to configure the action that will send the parsed email data to Google Sheets. In Pabbly Connect, select Google Sheets as the action application and choose the ‘Add New Row’ action event. using Pabbly Connect

Connect your Google Sheets account to Pabbly Connect and select the specific spreadsheet where you want the data to be stored. Map the fields from the parsed email data to the columns in your Google Sheets. This includes the sender’s email, name, subject line, and email content.

Select your Google Sheets account and connect it to Pabbly Connect. Choose the specific spreadsheet and worksheet to store the data. Map the parsed data fields to the respective columns in Google Sheets.

Once everything is mapped, click on ‘Save and Send Test Request’ to verify that the data is being stored correctly. Check your Google Sheets to see if the data from the test email appears correctly in the specified columns. This confirms that your integration is working smoothly.

Conclusion

In this tutorial, we explored how to automate the process of storing parsed emails from Gmail into Google Sheets using Pabbly Connect. By following these steps, you can efficiently manage your email data without manual input. This integration not only saves time but also ensures that your data is organized and easily accessible.