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
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
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.
Immediately integrate SleekFlow with Google Sheet right here!
Click "Create Zap" to create your first automation rule.
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.
New Spreadsheet: Automatically sync the contact information when a new spreadsheet is created.
New Worksheet: When a new worksheet is created in a spreadsheet, the update will be synced to SleekFlow.
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 an existing account to continue or create a new account by clicking "+ Connect a new account "
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.
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.
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 "
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
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.
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.
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!
