Zapier - Google Sheet

If you currently do not have a Zapier account, we recommend you to start a 14-day free trial here: https://zapier.com/sign-up/. You can try connecting to Google Sheets to experience workflow automation. Click the bottom below to learn more about Zapier.

Build Zap

Click "Create Zap" to create your first automation rule.

1. Setting Triggers

In this tutorial, we will create a New or Updated contact zap as an example.

Select Google Sheets in the App Event to trigger the Zap when something changes at Google Sheets.

Don't forget to name the zap on the top left corner then choose the Trigger Event to continue.

1. New Spreadsheet: Automatically sync the contact information when a new spreadsheet is created.

2. New Worksheet: When a new worksheet is created in a spreadsheet, the update will be synced to SleekFlow.

3. New Spreadsheet Row/ New or Updated Spreadsheet Row: Whenever a row is added or updated, the changes will be updated to SleekFlow. Reminder: You will need to match the column you created in SleekFlow to get the data from Google Sheets. To edit columns, you can refer to the link below.

Choose Account

Choose an existing account to continue or create a new account by clicking "+ Connect a new account "

Connect a new account on Google Sheet

Click " + Connect a new account " then Zapier will direct you to the page below. Select your google account or use another account. After the creation, the new account will appear in the selection.

Choose your Spreadsheet, Worksheet and Trigger Columns to continue.

2. Test trigger

Click "Test trigger" to check if any status is found from your Google account.

If the results show: "We found a spreadsheet row", you can continue.

3. Setting Action

Select SleekFlow in the App Event to respond to the Zap when something has changed on Google Sheet.

Choose "Create or Update Contact" for the Action Event then continue.

Choose an existing account to continue or create a new account by clicking "+ Connect a new account "

Connect a new account on SleekFlow

Click " + Connect a new account " then Zapier will direct you to the page below. Paste the API key from SleekFlow (Channels-> Zapier) then click " Yes, Continue ". After the creation, the new account will appear in the selection.

To retrieve the API key, log in your SleekFlow account then click Channels. Click Zapier then you will see "Your Unique API Key". Copy the API key and paste it in the blank to allow Zapier to access your SleekFlow account.

Complete the fields, then continue. If the selections are not updated, can click "Refresh fields" at the lower left hand corner.

4. Test Action

Click Continue to finish setting up the Zap. Click Test and Continue to check again.

Click Turn on Zap after showing the Test was successful banner is shown.

5. Automate Message based on Zap Trigger on SleekFlow

After you successfully added contacts automatically to SleekFlow. You can always set automation rules on SleekFlow by referring to our guidelines.

For most automation set with integrations through Zapier, we recommend you to the New or Updated Contacts scenario. Once the contact is synced onto SleekFlow, you can set automation to immediately send updates and information.

Let's take sending reminder message as an example, once there is update on the Google Sheet the automation will trigger. Choose New or Updated Contacts as the automation scenario.

Name the automation rule and set the conditions.

Set actions to remind the customers that the order is unpaid and the order will be cancelled within a week. Drop internal notes for your sales colleagues to follow up.

If you want to know more about other actions can be automated on SleekFlow, please refer to the link below and see what combinations you can create!