How to Search and Lookup Inside Google Sheets Using Pabbly Connect

Learn how to effectively use Pabbly Connect to search and lookup data in Google Sheets, integrating with Gmail, Facebook, and more. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets Integration

To start using Pabbly Connect for integrating Google Sheets, first log into your Pabbly Connect account. This platform enables seamless automation between various applications, making it easy to search and lookup data in Google Sheets.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and provide a name for your workflow that reflects its purpose, such as ‘Google Sheets Lookup’.

2. Setting Up the Trigger in Pabbly Connect

The next step is to set up a trigger in Pabbly Connect. This is essential for initiating the workflow whenever specific events occur. Select the trigger application, which in this case will be Google Sheets.

• Choose the ‘New Spreadsheet Row’ trigger event.
• Connect your Google account by following the on-screen instructions.
• Select the specific Google Sheets file you want to work with.

After selecting the file, you will be prompted to test the trigger to ensure that Pabbly Connect can pull data from your Google Sheets. Confirm that the connection is successful before proceeding to the next step.

3. Configuring the Action Step to Lookup Data

Now, it’s time to configure the action step in Pabbly Connect. This will allow you to perform a lookup based on the data retrieved from Google Sheets. Choose the action application, which will also be Google Sheets.

• Select the ‘Lookup Spreadsheet Row’ action event.
• Map the required fields such as the column you want to search.
• Define the specific criteria for your lookup, such as searching for unique emails.

This configuration enables Pabbly Connect to search through your Google Sheets data efficiently. Once you have set the parameters, you can test this action to verify that it returns the expected results.

4. Sending Data via Gmail Using Pabbly Connect

After successfully configuring the lookup, you can use Pabbly Connect to send the results via Gmail. This step enhances the workflow by allowing you to notify users or stakeholders with the retrieved data.

Select Gmail as the next action application and choose the ‘Send Email’ action event. Here, you will map the fields from the Google Sheets lookup to the email content. This includes specifying the recipient’s email address and composing the message body.

5. Finalizing and Testing Your Pabbly Connect Workflow

Finally, review your entire workflow in Pabbly Connect to ensure all steps are correctly configured. It’s crucial to test the workflow to confirm that everything functions as expected.

Run a test by adding a new row in your Google Sheets with the relevant data. Check if the email notification is sent correctly with the lookup results. This testing phase is vital to ensure your automation works flawlessly before going live.

Conclusion

Using Pabbly Connect to search and lookup data in Google Sheets streamlines your workflow and enhances productivity. By integrating applications like Gmail and Google Sheets, you can automate processes efficiently and effectively.