Automate Data Extraction from Email to MyPipeline with Pabbly Connect

Learn how to automate data extraction from email and add contacts in MyPipeline using Pabbly Connect with this detailed step-by-step 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. Introduction to Pabbly Connect for Email Automation

In this tutorial, we will explore how to use Pabbly Connect to automate the process of extracting data from emails and adding contacts to MyPipeline. This integration streamlines the workflow by eliminating the need for manual data entry.

By utilizing Pabbly Connect, users can effortlessly capture lead information from incoming emails and ensure that it is automatically added to their CRM. This not only saves time but also minimizes errors associated with manual data handling.

2. Setting Up Your Pabbly Connect Workflow

To start, you need to access your Pabbly Connect dashboard. Go to your browser and search for Pabbly.com, then click on the ‘Sign Up Free’ option to create an account or log in if you already have one.

Once you’re in the dashboard, click on ‘Create Workflow’ and name your workflow, for example, ‘Gmail to MyPipeline’. After naming, click on ‘Create’ to proceed with setting up the automation.

• Navigate to the ‘Trigger’ window in your workflow.
• Select ‘Email Parser’ as your trigger app.
• Copy the provided email address for forwarding emails.

With the email address copied, you can now set up forwarding in your Gmail account to ensure all incoming emails are sent to this address.

3. Configuring Email Forwarding in Gmail

In your Gmail account, click on the settings icon and select ‘See all settings’. Navigate to the ‘Forwarding and POP/IMAP’ tab and click on ‘Add a forwarding address’.

Paste the email address from Pabbly Connect and confirm it. Gmail will send a confirmation code to that address, which you need to retrieve and enter to verify the forwarding setup.

• Click on ‘Proceed’ after adding the forwarding address.
• Check your Email Parser for the confirmation email.
• Copy the confirmation code and paste it back in Gmail.

After verifying, make sure to select the option to forward a copy of incoming emails and save your changes. This setup will allow Pabbly Connect to capture all emails sent to your Gmail account.

4. Testing the Email Parser with Pabbly Connect

Now that the forwarding is set up, it’s time to test the integration. Send a test email to your Gmail account. Ensure it includes relevant details that you want to capture.

Return to Pabbly Connect and click on ‘Re-capture Email Parser Response’. This will allow the workflow to fetch the latest email data sent to your Gmail account.

Once the email is captured, you will see all the details populated in the response from the Email Parser. This includes the sender’s name and email address, which you will need for the next steps.

5. Adding Contacts to MyPipeline Using Pabbly Connect

To add the email sender as a contact in MyPipeline, you will need to use the ‘Text Formatter’ feature in Pabbly Connect to split the full name into first and last names.

After setting up the Text Formatter to split the name, you can proceed to add a new action step. Search for MyPipeline and select ‘Create Contact’ as the action event.

Connect your MyPipeline account by entering the API key. Map the first name, last name, email address, and any other required fields. Click on ‘Save and Send Test Request’ to finalize the addition.

Once the test is successful, you can check your MyPipeline account to see the new contact added automatically. This showcases the power of Pabbly Connect in streamlining your CRM processes.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the extraction of data from emails and add contacts in MyPipeline. This integration not only saves time but also enhances accuracy in managing leads.

By following the steps outlined, you can create a seamless workflow that automatically captures and organizes your email leads, ensuring you never miss an opportunity.