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HomePricingLog inSleekFlow 2.0
  • Welcome to SleekFlow 1.0
  • 🏃Getting Started
    • Start Exploring
      • Basic of Inbox
      • Connect first channel
      • Add Channels
      • Invite Users
      • Set up automation
      • Create Saved Reply
      • Broadcast first message
    • Creating a SleekFlow Account
      • Resetting Password
        • Reset Password (mobile)
  • 🕺Using the Platform
    • Inbox
    • Automation
      • Trigger mechanism
      • Default Assignment Rule
      • Conditions
      • Actions
        • Webhook
        • Setting messages automatically to Open, Snooze or Closed
      • Scenarios
        • Incoming Messages
          • Interactive Messages
        • Newly Added Contacts
        • New or Updated Contacts
        • Schedule
        • Outgoing Messages
        • Facebook Rules
        • Instagram Rules
      • Templates
        • 1. Greetings and Assign New Contacts to Staff
        • 2. Auto-Reply for Existing Customers
        • 3. Auto-Reply During Off Business Hours
        • 4. Auto-Reply Based on Keywords
        • 5. Auto-Reply when Customers Reply a Campaign
        • 6. Reassign Returning Customers
        • 7. Segmenting customers from different enquiries
        • 8. Proactively Reach Out to Newly Added Contacts
        • 9. Proactively reach out to newly added contacts from Facebook Lead Ads
        • 10. Send Drip Campaign Messages when Customers Sign Up
        • 11. Notify Customers with New or Updated Status
        • 12. Update Contact Data & Add And Remove From List
        • 13. Schedule Periodic Promotional Messages
        • 14. Send Booking Reminders
        • 15. Send Internal Reminder
        • 16. Auto Close Conversations
        • 17. 於指定時間重新分配對話到其他使用者
        • 18. 新客戶與現有客戶設定不同的歡迎信息
      • Chatbot
        • 1. Send A Welcome Message
        • 2. Learn About your Customers’ Interest
        • 3. Get Your Customers' Company Size
        • 4. Thank Your Customer And Get in Touch
        • 5. Speak Directly To Staff
      • FAQs
    • Contacts
    • Broadcasts
      • Export CSV
      • FAQs - Broadcast
    • Analytics
    • Commerce
      • Payment Links
      • Custom Catalog
      • WhatsApp Catalog
        • Connect WhatsApp catalog
        • WhatsApp Catalog Settings
          • Scenario 1 - Same Currency
          • Scenario 2 - Mixed Currency
          • Scenario 3 - Without WhatsApp Catalog/ Payment integrated
        • WhatsApp Catalog Settings(Mobile)
          • Scenario 1 (Mobile) - Same Currency
          • Scenario 2 (Mobile) - Mixed Currency
        • Frequent Asked Questions
  • 💬Messaging Channels
    • WhatsApp (Official) - SleekFlow
      • Application process
        • Turn on 2FA on Facebook account
        • WhatsApp Business Account Tiers
        • Delete WhatsApp account
        • FAQs - During WhatsApp application
        • Migrate from other BSPs
          • How to identify On-Premise and Cloud API BSPs
          • Turn off WhatsApp Number Two-step verification
      • Facebook Business Verification
        • Check Business Verification Status
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
      • Messaging Limits
      • Template Manager (Cloud API)
        • Call to Action button (Dynamic Url)
      • Blue Tick
      • Backup WhatsApp chats files
      • Upload backup chat file to SleekFlow
      • Update WhatsApp Profile
      • FAQs - WhatsApp (Official) - SleekFlow
      • How to setup Click to WhatsApp ads (CTWA)
      • New WhatsApp Pricing (2023)
    • WhatsApp (Official) - Twilio
      • Applying via SleekFlow
      • Apply via Twilio & Connecting to SleekFlow
        • Add WhatsApp Templates on Twilio
        • Update to Twilio Content API
      • Find your Facebook Business ID
      • Check Business Verification Status
      • Facebook Business Verification
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
      • Submit Facebook App Review
      • WhatsApp Rate Limiting
      • FAQs - WhatsApp (Official) - Twilio
    • WhatsApp (Official) - 360dialog
      • Apply via 360dialog
        • Turn on 2FA on Facebook account
        • WhatsApp Business Account Tiers (360dialog)
        • Add an Additional Number
        • Purchase a Skype number
        • Delete WhatsApp account
        • FAQs - During WhatsApp (Official) application - 360 Dialog
      • Facebook Business Verification
        • Check Business Verification Status
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
        • Submit Facebook App Review
      • Messaging Limits
      • Manage Templates
      • Backup WhatsApp chats files
      • Upload zip file to SleekFlow
      • Green Tick
      • FAQs - WhatsApp (Official) - 360dialog
    • Facebook Messenger
      • One-time Notification & Message Tags
      • Facebook Messenger Broadcast
    • Instagram
      • Convert to Business IG account
      • Connect Facebook page
      • Supported Message
      • Allow access to Messages
      • Frequently Asked Question
    • WeChat
    • Line
    • SMS
    • Viber
      • Viber Campaign
    • Telegram
      • Telegram Campaign
  • 🗣Live Chat Widget
    • Setting up Live Chat
    • Install on Shopline
    • Install on Wix
    • Install on Magento
    • Install on Squarespace
    • Install on Shopify
    • Install on Wordpress
    • Google Tag Manager
  • 🔗App Integrations
    • Zapier
    • Shopify
      • Enable Custom App
      • Create Custom App
      • FAQs - Shopify integration
    • Stripe
    • Facebook Lead Ads
    • Salesforce CRM
    • HubSpot CRM
    • API
    • Make
  • 📌Settings
    • General Info
    • SleekFlow Two-Factor Authentication
      • Enroll SleekFlow 2FA
    • Inbox Settings
      • Inbox
      • Labels
      • Saved Reply
    • User
    • Team
    • WhatsApp QR Code
    • Plans & Billings
    • Official WhatsApp Settings
      • Template Manager
      • Opt-In Button
      • Billing
  • 📩Messaging API for WhatsApp
    • Messaging API for WhatsApp
      • Manage API key
    • Set up webhook for receiving messages
    • Sending Message
    • Create Templates
      • Create Templates (Template API)
      • Create Templates (Facebook Business Manager)
    • Get Template Status
    • Media API
    • Conversation analytics
    • Billing and Payments
  • Contact Support
  • API Documentation
Powered by GitBook
On this page
  • Build Zap
  • 1. Setting Triggers
  • Choose Account
  • Connect a new account on Google Sheet
  • 2. Test trigger
  • 3. Setting Action
  • Connect a new account on SleekFlow
  • 4. Test Action
  • 5. Automate Message based on Zap Trigger on SleekFlow

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  1. 🔗App Integrations

Zapier - Google Sheet

Connect Google Sheet and automate workflows on SleekFlow. Easy automations for busy people. Based on triggers set, you can create or update contacts to send message on SleekFlow.

Last updated 1 year ago

Was this helpful?

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

Build Zap

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.

Please note that you have to create a new SleekFlow Contact Column first to match column that does not exist on SleekFlow. Column will not be automatically created.

For Column Name: Value, it's for you to enter your own SleekFlow's column name and value.

You may refer the example below.

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

It is required that you retrieve the Phone Number (included with area code) and the First Name to create or update contacts on SleekFlow

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.

You can always edit your Zap, turn it on/ off or rename it on My Zaps page.

Please note that, some triggers/ actions are not immediate. The update time varies by plan.

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.

SleekFlow uses email or phone number to map to existing contact. For example, if the phone number on Google Sheet is the same as an existing number on SleekFlow, that contact detail will get updated automatically.

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!

Immediately integrate SleekFlow with Google Sheet

Click "Create Zap" to create your first rule.

For most 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 to immediately send updates and information.

right here!
automation
Edit Columns
automation
automation
New or Updated Contacts
Actions
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