Automate Gmail to MS Excel Backup with Pabbly Connect

Learn how to automate the backup of your Gmail emails to MS Excel using Pabbly Connect with this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Gmail to MS Excel Integration

To automate the process of backing up your Gmail emails to MS Excel, the first step is to access Pabbly Connect. Open your web browser and visit the Pabbly website, then sign up for a free account or log in to your existing account.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow specifically for the Gmail to Excel integration. Click on ‘Create Workflow’ and name it appropriately, such as ‘Gmail to Excel Backup’.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger that initiates the automation process. The trigger will be a new email received in Gmail. In Pabbly Connect, select the trigger app as ‘Email Parser’. using Pabbly Connect

• Choose ‘Email Parser’ from the list of apps.
• Copy the email address provided by Pabbly Connect for the Email Parser.
• Forward all incoming emails from your Gmail account to this copied email address.

This setup allows Pabbly Connect to capture all emails sent to the provided address, ensuring that every new email received in Gmail is processed. After forwarding the emails, you will be able to see the captured email details in the Pabbly Connect workflow.

3. Verifying Email Forwarding and Capturing Email Details

After configuring the email forwarding, it’s essential to verify that the setup works correctly. Send a test email to your Gmail account from another account and check if it appears in the Pabbly Connect workflow. using Pabbly Connect

Once the email is received, Pabbly Connect will display the email details, including the sender’s name, email address, subject line, and body text. This confirmation ensures that the Pabbly Connect email parser is functioning as intended and ready to capture new emails.

4. Configuring Microsoft Excel as the Action App

The next step involves setting up the action that will take place when a new email is received. In Pabbly Connect, select ‘Microsoft Excel’ as the action app. Choose the action event as ‘Add New Row to Worksheet’. using Pabbly Connect

• Connect your Microsoft Excel account to Pabbly Connect.
• Select the workbook where you want to store the email data.
• Map the columns in the Excel sheet to the data captured from the email.

This mapping process is crucial as it determines where each piece of email data will be stored in your Excel workbook. Ensure that the columns are correctly aligned with the data you want to back up.

5. Testing the Integration and Finalizing the Workflow

With both the trigger and action configured, it’s time to test the entire workflow. Send another test email to your Gmail account and check if the details are automatically added to your specified Microsoft Excel workbook.

Once you confirm that the email data appears in Excel as expected, your integration is complete. You’ve successfully automated the process of backing up Gmail emails to MS Excel using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to connect Gmail to MS Excel using Pabbly Connect to create a seamless backup for your emails. Now you can easily manage and store your important email data in Excel without manual efforts.