How to integrate Gmail with Google Sheets to link the content of emails received in Gmail to Google Sheets

Gmail and Google Sheets are tools that many of you frequently use.
Switching back and forth between these two can be tedious and time-consuming, right?
Why not use Yoom to integrate the two, reduce hassle and errors, and use that time for other tasks!

Recommended for

Those who want to streamline their work by utilizing Gmail and Google Sheets
Business personnel who want to reduce the workload of copying emails and prevent errors
Finance personnel who want to streamline the management of invoices and purchase orders
Team leaders who want to visualize project progress
Those who want to automatically convert email content into data for business use

Benefits and Use Cases of Integrating Gmail and Google Sheets

Benefit 1: Streamlining Work Efficiency through Automatic Organization of Email Information

By integrating Gmail and Google Sheets, you can automatically transfer the content of received emails to a spreadsheet, preventing manual errors and enabling centralized data management.
For example, in the sales department, by compiling customer inquiry emails into Google Sheets, <span class="mark-yellow">all team members can immediately access the latest customer information, leading to quick and accurate responses.</span>

Benefit 2: Simplifying Task Progress Management and Information Sharing within the Team

By transferring project-related emails from Gmail to Google Sheets, the progress and task information are automatically updated, making it easier for the entire team to check the progress.
For instance, if implemented in a project team, every time progress or personnel changes are shared via email, they are reflected in the spreadsheet, making ongoing tasks clearly organized and preventing input errors and update omissions.

Benefit 3: Streamlining Invoice Management and Preventing Oversights

By automatically saving invoice emails received in Gmail to Google Sheets and organizing related information, financial management becomes more efficient.
If you consolidate invoices received monthly from multiple clients into a spreadsheet, it becomes easier to verify each invoice and process payments, <span class="mark-yellow">preventing oversights and ensuring smooth payment management.</span>

How to Create a Workflow Integrating Gmail and Google Sheets

This time, let's create a workflow using "Yoom" to "integrate the contents of emails received in Gmail into a spreadsheet"!
※Note: This workflow cannot be used by those on the Free and Mini plans, so please be aware.

However, Yoom offers a two-week free trial, allowing you to try operations exclusive to paid plans for a limited period!

[What is Yoom]

Step 1: My App Integration

First, let's link your "Google Account" with "Yoom".
Select My App → New Connection → Gmail in order from the left side of the "Yoom" page.

As you proceed with the login, you will see this screen, so check it and click continue.

Next, select New Connection → Google Sheets, and as you proceed with the login, the previous screen will appear, so check it and continue.

Step 2: Set the Trigger

This time, we will use the provided template.
First, set the app trigger.

Click "When an email is received" and the following screen will appear, so let's set it up.
Enter any desired address for receiving and proceed to the next step.

Open Gmail here and set up the email trigger.
This time, we want to set it up so that emails received in Gmail are forwarded to Yoom. Please refer to
this guide for setup, and if there are no issues after testing, save it.

‍Step 3: Set the Action

Next, we will set the action.
Click "Extract inquiry details".

Proceed to the next step with the following display.

The following screen will appear, so quote the body obtained by the email trigger in the target text, and enter the item name you want to extract from that body in the item you want to extract, and test it.
If there is no error, save it.

Finally, link the database to "store inquiry details".

On the following screen, check if the account information is correct.
If there are no issues, set the spreadsheet ID, spreadsheet tab name, and table range to any desired values and proceed to the next step.

For the value of the record to be added, click on the title such as the company name to bring up the output, and select the relevant one from there.
If there are no issues after testing, save it.

Finally, turn on the email trigger.
Thank you for your hard work!

The template set this time is as follows.

Advanced Integration Flow of Gmail and Google Sheets

You may have realized that by integrating Gmail and Google Sheets, inquiries received via email can be automatically transcribed into Google Sheets.

At Yoom, we also offer templates to integrate these two services in other ways.
Here are some examples, so please give them a try!

Automatically Generate and Send Estimates via Gmail from Updated Information

When the estimate request information in the Yoom database is updated, this flow automatically creates an estimate using a template stored in Google Sheets and sends an email to the person in charge via Gmail.
In sales or administrative departments, estimates are often created manually when requests come in.
Manual entry can lead to input or amount errors, and sometimes you might even forget to send the email, right?

By using this flow, you can streamline the process so that not only are estimates automatically created, but they are also sent to the person in charge via email, helping to solve these issues!

Send an email via Gmail when a row is added in Google Sheets

This is a flow bot that is triggered by the addition of a row in Google Sheets.
Even if you want to know the added information as soon as possible, creating and sending an email each time can be cumbersome, right?

By using this flow, you can eliminate such hassle and receive notifications automatically.

Send an email with Gmail when a row is updated in Google Sheets

The flow bot can be triggered not only by adding a row but also by updating a row, so please use it according to your needs!

Notify via Gmail with information from Google Sheets on a specific schedule

The last flowbot introduced is one that activates at a specified date and time.
It's a hassle to perform checks every time for inventory management, right? There's also the possibility of forgetting to check and finding out that the product stock is less than expected!

By using this flow, you can automatically receive email notifications of stock levels on a set schedule, which not only saves effort but also prevents any oversight.

Summary

Gmail and Google Sheets are very convenient on their own, but by integrating them, you can significantly improve the efficiency of email management and data organization.
Using this article as a reference, be sure to try integrating Gmail and Google Sheets!

Yoom supports you in streamlining your work processes!