This automation scenario allows you to connect Google Sheets and Autopilot Journeys
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Google Sheets and Autopilot Journeys can also be integrated using automation tools other than zapier:
When this trigger fires in Google Sheets
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Then this action happens in Autopilot Journeys
Adds a new contact and adds them to a list.
This guide contains information on how to set up an automatic workflow that allows to Use new or updated Google Sheets rows to create Autopilot Journeys contacts.
Part I
First, we need to connect Google Sheets and Autopilot Journeys to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets credentials.
Connect Autopilot Journeys to Zapier.
Give Zapier access to your Autopilot Journeys account, using Autopilot Journeys credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Google Sheets
Choose the following trigger: New or Updated Spreadsheet Row (Team Drive) (Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.).
Then set up an Action for Autopilot Journeys
Choose this action: Add Contact to List (Adds a new contact and adds them to a list.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Sheets and Autopilot Journeys.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Use new or updated Google Sheets rows to create Autopilot Journeys contacts!
Triggers when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Adds a new contact and adds them to a list.
Adds a new contact.
Allows you to create or update a contact.
Unsubscribes contact from all emails.
Add contacts to journeys.
Updates the details of a contact. This method will return the contact's ID number.
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Autopilot Journeys is an intuitive and visual marketing automation software that enables you to easily build and automate multi-channel customer journeys. Connect with popular platforms like Salesforce and WooCommerce, and send targeted and personalized messages to engage leads and convert them to customers.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.