How to pass contacts from Google Sheets to SendPulse mailing lists and send messages via a chatbot

You can integrate SendPulse chatbots with other services to request information via Make. In this article, we will explain how to pass contacts from Google Sheets and send messages to subscribers in messengers via chatbot.

With the help of such a scenario, you can check the personal information of a client or give it out to a user. You can identify a user (for whom the data is written in one row and one of the columns is identified) using any data in your chatbot and Google Sheets — subscriber ID, contact information, and more.

How to get started

Log into your Make account, and click the + Create a new scenario button to start creating a scenario.

You can choose which services to connect — in this case, we want SendPulse and Google Sheets — using the search or find and add them directly in the constructor. Click the Continue button in the upper right corner.

How to get information from Google Sheets

Click on the element with the question mark in the center of the screen and select the Google Sheets element — this element starts the flow.

Select the Watch Rows action.

Connect your Google Account, select the spreadsheet, sheet, and columns that you want to pass.

How to pass a record from Google Sheets to your SendPulse mailing list

Click on Add another module next to the Google Sheets element. Choose SendPulse.

Select the Create / Update a Contact action.

Click the Add button, connect your SendPulse account using your username and password.

Select the mailing list you want to pass contacts to.

Select an email address and phone number from the cells in the previous element of tables that will be added to the mailing list.

Additionally, you can add custom variables.

You need to create custom variables in the mailing list to appear in the element.

Click the OK button.

You can also set up filters to only pass contacts that have certain variables. To add a filter, click on the line between the Google Sheets and SendPulse elements and set a condition.

You can also add additional elements and send other API requests using the "SendPulse" element, customizing the scenario to suit your needs.

How to set up an automation 360 flow

Go to the Automations section and click Create new automation. Select the Add subscriber trigger. Then, select the mailing list to which contacts from Make will be added.

You can add additional filters to send a message, depending on whether the contact has a value in general or a specific value for a variable.

Add the Messenger element. Choose the time you want to complete the action, the bot, and the action: send a message or start a flow.

Please note that the recipient must be subscribed to the chatbot from which you will send them the message and have an email or phone number in the Audience of your chatbot.

Click the Apply button and the Save and launch button.

Save and run

Before saving and exiting, ensure that everything works correctly.

Click the Run once button and a contact to connect the Google spreadsheet. If you have configured everything correctly, green check marks will appear under the Google Sheets and SendPulse elements.

You can also click on the number above the element to view the received information transmitted to the next element.

To activate the scenario, move the toggle switch to the "ON" position.

How to view the scenario history

Navigate to the scenario you need. You will have access to a diagram of all elements with their execution history.

Click on the required element to view information about it. You will have access to all the information on the element: what values ​​it received and transmitted, further.

If any of the elements have not been executed, they will be highlighted in red, and when pressed, the reason for the error and a hint on how to fix it will be displayed. Note that the entire scenario may pause and not execute until the error is resolved; operations will be queued.

If you have any questions about configuration or scenario failures, you can contact Make support.

Last Updated: 17.06.2024