How to integrate Gmail – Google Sheets bundle using Zapier?
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Integrations | June 6, 2024
Guide on how to automatically add new contacts from specific Gmail emails to a Google Sheets spreadsheet, streamlining your workflow and improving data accuracy.
Adding new contacts to a Google Sheets spreadsheet specified in Gmail search criteria
How the integration works:
- A new email is received
- Zapier checks if it matches the search criteria, and if it does, a new row in the spreadsheet is created
- Creating a Zap. On the Dashboard tab, select Gmail and Google Sheets and click “Make a Zap”
- Configuring the trigger event for HubSpot
In the dropdown menu, select “New Email Matching Search” and click “Continue”. This way, the trigger will activate only when a new email is delivered to your Gmail account
- Select your Gmail account and click “Continue”
- Then, provide Zapier with the search criteria you need (ex. “in:Inbox”) and click “Continue”
- Test the trigger by pressing on the corresponding “Test trigger” button The system should then find the contact and display all the information available in their profile. If everything is correct, click on “Continue”
Configuring actions for Google Sheets
- In the next dialogue box, select the action to execute when a new contact is created. In our case, select “Create Spreadsheet Row” in the dropdown menu and click “Continue”
- Next, select your Google Sheets account and click “Continue”
- Next, you need to set up the connection between Gmail and Google Sheets. Fill in all of the required fields in which the data should be imported and click “Continue”
- Then, you need to test the connection between Gmail and Google Sheets. If everything is done correctly, you should be able to see the test data in your spreadsheet
- Click on “Publish Zap”
After that, the Zap is set up, configured, and active.
