Automate Gmail to Excel Integration with Pabbly Connect

Learn how to automate adding new rows in Excel from Gmail emails that match specific searches using Pabbly Connect. Step-by-step guide included! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Gmail to Excel Integration

To begin automating the process of adding new rows to Excel spreadsheets from Gmail emails, you need to access Pabbly Connect. Start by visiting Pabbly’s website and signing in or signing up for a free account, which gives you access to free tasks monthly.

Once logged in, navigate to the top right corner and click on the ‘Create Workflow’ button. Name your workflow something like ‘Gmail to Excel’ and click ‘Create’. This will set the foundation for your automation process.

2. Setting Up the Trigger with Pabbly Connect

In this step, you will set up a trigger using Pabbly Connect. Select ‘Email Parser’ as your trigger application. Email Parser by Pabbly is essential for extracting details like the subject and body from incoming emails.

• Copy the generated email ID from Pabbly.
• Go to your Gmail settings and set up forwarding to this email ID.
• Verify the forwarding by entering the confirmation code sent by Pabbly.

After setting up the forwarding, return to Pabbly Connect and click on ‘Recapture Email Parser Response’. This will allow Pabbly to capture the details of the forwarded emails.

3. Filtering Emails for Specific Senders

Next, you will set up a filter to ensure that only emails from specific senders are processed. In Pabbly Connect, add a filter action. This step is crucial because you may receive numerous emails daily, and you want to capture only those from specific email addresses.

In the filter settings, specify the conditions for the email addresses you want to include. For example, if you want emails from ‘[email protected]’ or ‘[email protected]’, set these as conditions. This ensures that only relevant emails are captured and processed further.

4. Adding Rows to Excel with Pabbly Connect

Now, it’s time to set up the action to add rows to your Excel spreadsheet. Select ‘Microsoft Excel’ as your action application in Pabbly Connect. Choose the action event ‘Add Row to Worksheet’.

Connect your Microsoft Excel account by authorizing Pabbly Connect. Once connected, select the specific worksheet where you want the data to be added. Map the fields from the email parser to the corresponding columns in your Excel sheet, such as sender’s email, email subject, and email body.

• Map the sender’s email from the parser response.
• Map the email subject from the parser response.
• Map the email body from the parser response.

After mapping, click on ‘Save and Send Test Request’ to ensure that the integration works correctly. Refresh your Excel sheet to see the newly added rows with the email details.

5. Conclusion

Using Pabbly Connect, you can efficiently automate the process of adding new rows to Excel spreadsheets for incoming Gmail emails that match specific searches. This integration saves time and ensures that you capture important email details seamlessly.

By following the steps outlined above, you can set up this automation quickly, allowing for better organization and management of your email data directly in Excel.