How to set up the Google Sheets and automation app
With the Google Sheets and automation app developed by SendPulse, you can integrate Google Sheets with SendPulse and transfer your contacts to continue interacting with them via chatbots, SMS, or Viber.
Integration features:
- Manual export of all existing contacts from Google Sheets to your mailing list;
- Automated export of contacts to your mailing list when a new row is added to your spreadsheet;
- Automated flow start when a new row is added to your spreadsheet.
If you keep a customer database in Google Sheets, you can use this integration to automatically send a welcome email or a subscription bonus to your new customers.
In this article, we will talk about how to set up the integration and configure an automated action and manual export.
Install the app
Go to App directory > Apps, and search for Google Sheets and automation. Next to the app, click Install. You can also click Preview to open the app page and click Install.
In the next window, review the data the app wants to access, and click Accept.
Set up the app
To configure the app, go to its page by clicking the Preview button. On the page, you will see more information about app category, developer, and tags. You will also be able to install or uninstall it.
Connect your Google account
On the app page, click Сontinue with Google.
Log in to the Google account you want to connect, and click Continue. Grant the SendPulse Sheets Integration app permission to view and edit data in your files.
Set up an automated action
Export contacts
This action adds contacts to your mailing list in the Email section when a new row is added to your spreadsheet.
In the Actions section, click Set up action, and select Export contacts.
In the next window, select your source spreadsheet and target mailing list, and configure field mapping accordingly.
In the Source spreadsheet and Sheet fields, select the spreadsheet and sheet from which the integration will retrieve data.
In the Target mailing list field, select the mailing list to which your contacts will be added.
In the Google Sheets column, select the column from which you want to copy data, and in the Mailing list variable column, select the corresponding variable in your mailing list. Values from your specified spreadsheet column will be transferred to the existing variable in your selected mailing list.
To transfer more variables, click Add mapping rule.
Make sure your source spreadsheet has a header row with column names in its top cells. You can use these names to identify values.
If you do not have a certain variable, go to your mailing list and add it. You might also want to make sure that both your spreadsheet and mailing list have the correct variable type. For example, to trigger a flow based on a special date or include a date in a message to users, you need data of the Date type.
To identify a contact in SendPulse, use the email or phone variable.
Click Create.
Trigger a flow
This action adds a contact to your automated flow start and initiates it for the contact when a new row is added to your spreadsheet.
In the Actions section, click Set up action, and select Trigger a flow.
In the next window, select your source spreadsheet and target mailing list, and configure field mapping accordingly.
In the Source spreadsheet and Sheet fields, select the spreadsheet and sheet from which the integration will retrieve data.
In the Custom automation event field, select the flow you want to trigger.
In the Google Sheets column, select the column from which you want to copy data, and in the Custom event variable column, select the corresponding variable in your event. Values from your specified spreadsheet column will be transferred to the existing variable in your flow.
To transfer more variables, click Add mapping rule.
Make sure your source spreadsheet has a header row with column names in its top cells. You can use these names to identify values.
If you do not have a certain variable, go to your event and add it. You might also want to make sure that both your spreadsheet and event have the correct variable type. For example, to add or subtract values in your flow, you need data of the Number type.
To identify a contact in SendPulse, use the email or phone variable.
Click Create.
Export manually
Use this option to export all contacts from the selected spreadsheet to your mailing list.
Go to the integration, and click Export manually.
In the next window, select your source spreadsheet and target mailing list, and configure field mapping accordingly.
In the Source spreadsheet and Sheet fields, select the spreadsheet and sheet from which the integration will retrieve data.
In the Target mailing list field, select the mailing list to which your contacts will be added.
In the Google Sheets column, select the column from which you want to copy data, and in the Mailing list variable column, select the corresponding variable in your mailing list. Values from your specified spreadsheet column will be transferred to the existing variable in your selected mailing list.
To transfer more variables, click Add mapping rule.
Make sure your source spreadsheet has a header row with column names in its top cells. You can use these names to identify values.
If you do not have a certain variable, go to your mailing list and add it. You might also want to make sure that both your spreadsheet and mailing list have the correct variable type.
To identify a contact in SendPulse, use the email or phone variable.
Click Export. Data transfer will run in the background.
Manage the app
To view your created automations, go to the app page. In every row, you can view your selected spreadsheet, mailing list, and flow. You can also click their names to go to them.
To manage a configured automated action, click the three dots next to it. You can edit, pause, or delete it.
To change the spreadsheet or account owner, click Change Google account. In the next window, confirm the action, and follow the steps outlined in Connect your Google account.
To uninstall the app, click Uninstall. All configured automations will be removed, but previously transferred data will remain in your SendPulse account.
Last Updated: 03.10.2024
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