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

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?

Yoom is a next-generation automation tool designed for those who want to streamline their daily administrative tasks and improve work efficiency! API integrations can be challenging for non-engineers, but Yoom eliminates the need for technical expertise or complex coding, allowing you to manage apps intuitively in one place with ease.

Sign Up for Yoom Here – Quick and Easy in Just 30 Seconds!

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!

Googleスプレッドシートで行が追加されたらSalesforceにレコードを追加する

Google スプレッドシートをもとにSalesforceのレコードを追加できるため、Google スプレッドシートで顧客情報などを管理している人も手動で転記する手間が省けます。

GmailとGoogle スプレッドシートを連携するメリットと利用シーン

メリット1: メール情報の自動整理による業務効率化

GmailとGoogle スプレッドシートを連携させることで、受信したメール内容を自動的にスプレッドシートへ転記でき、手作業によるミスを防止しながらデータを一元管理することが可能です。 たとえば、営業部門では、顧客からの問い合わせメールをGoogle スプレッドシートにまとめておくことで、担当者全員が最新の顧客情報をすぐに確認できる環境が整い、迅速かつ正確な対応につなげられるでしょう。

メリット2: タスク進捗管理とチーム内の情報共有の簡便化

Gmailのプロジェクト関連メールをGoogle スプレッドシートに転記することで、進行状況やタスクの情報が自動的に更新され、チーム全体での進捗確認がスムーズになります。
たとえば、プロジェクトチームで導入すれば、進捗や担当者の変更がメールで共有されるたびにスプレッドシートに反映され、進行中のタスクがわかりやすく整理され、入力ミスや更新漏れを防ぐ効果があります。

メリット3: 請求書管理の効率化と見落とし防止

Gmailに届く請求書メールをGoogle スプレッドシートに自動的に保存し、関連情報を整理することで、財務管理が効率化されます。 複数の取引先から毎月受信する請求書をスプレッドシートに集約しておけば、各請求書の確認や支払い処理が容易になり、見落としを防ぎつつ支払い管理がスムーズに行えるでしょう。

まとめ

GmailとGoogle スプレッドシートは単体でもとても便利ですが、連携するとメール管理やデータ整理を大幅に効率化することができます。
定型的な業務を自動化することで、本来集中したい業務のために時間を作れて助かりますよね。
この記事を参考に、ぜひGmailとGoogle スプレッドシートの連携をぜひ試してみてください！