Learn how to extract email subject and body using Pabbly Connect and automate the process of adding email details to Google Sheets. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Email Automation
To begin with, you need to access Pabbly Connect to set up the integration for extracting email details. Visit the Pabbly website and either sign in or create a free account to get started. Signing up gives you access to free tasks each month, which is beneficial for automating your processes.
Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button located at the top right. You will be prompted to name your workflow; for this tutorial, name it ‘Gmail to Google Sheet’. This sets the foundation for automating the email extraction process.
2. Setting Up the Trigger in Pabbly Connect
In this step, you will set up the trigger in Pabbly Connect. Select ‘Email Parser’ as your trigger application. This tool helps extract details from incoming emails. After selecting it, Pabbly Connect generates a unique email address for parsing.
- Copy the generated email address.
- Go to your Gmail account and navigate to ‘Settings’.
- Click on ‘Forwarding and POP/IMAP’ and add the copied address as a forwarding address.
- Verify the forwarding address by entering the confirmation code sent to your Pabbly email.
After confirming the forwarding address, ensure to select the option to forward a copy of incoming mail to this address while keeping Gmail’s copy in the inbox. This way, Pabbly Connect can access the emails while you retain them in your inbox.
3. Capturing Email Details with Pabbly Connect
Now, return to Pabbly Connect and click on ‘Recapture Response’. This step is crucial as it allows Pabbly to wait for an incoming email to capture its details. Send a test email to your Gmail account from another account to check if the integration is successful.
Once the email is received, Pabbly Connect captures the email’s details, including the sender’s address, subject, and body text. You can see these details reflected in the Pabbly interface, confirming that the connection is functioning correctly.
4. Adding Email Details to Google Sheets via Pabbly Connect
The next step involves adding the captured email details to Google Sheets using Pabbly Connect. Select ‘Google Sheets’ as the action application and choose ‘Add New Row’ as the action event. This configuration allows you to specify where the email details will be stored.
- Connect to your Google Sheets account and grant necessary permissions.
- Select the spreadsheet where you want the email details to be added.
- Map the fields from the email, such as sender’s email, subject, and body, into the respective columns of your Google Sheets.
Make sure to map the sender’s email, the email subject, and the body text accurately. Once done, save the configuration and send a test request to ensure the details are correctly added to your Google Sheet.
5. Extracting Phone Numbers from Email Body
In this final step, you will extract phone numbers from the email body using Pabbly Connect. To do this, add a new step using the ‘Text Formatter’ application and select the action event as ‘Text Basic Formatting’. This allows you to manipulate the email body text to extract specific information.
Map the body text from the previous step into the Text Formatter and select ‘Extract Phone Number’ as the transformation. This will pull out the phone number from the email body, which you can then map into a designated column in your Google Sheets.
Reconnect to Google Sheets to map the extracted phone number into the appropriate column. After saving your changes, send a test request to ensure everything is working as intended. Check your Google Sheet to confirm that the phone number has been successfully extracted and added.
Conclusion
In this tutorial, we explored how to extract email subject and body using Pabbly Connect and automate the process of adding email details to Google Sheets. By following the outlined steps, you can efficiently manage your email data and streamline your workflow.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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