This automation scenario allows you to connect Google Sheets and OpenPhone
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 OpenPhone 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.
Then this action happens in OpenPhone
Sends a new message via OpenPhone.
This guide contains information on how to set up an automatic workflow that allows to Send OpenPhone SMS messages for new rows in Google Sheets.
Part I
First, we need to connect Google Sheets and OpenPhone 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 OpenPhone to Zapier.
Give Zapier access to your OpenPhone account, using OpenPhone 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 (Triggered when a new row is added or modified in a spreadsheet.).
Then set up an Action for OpenPhone
Choose this action: Send a Message (Sends a new message via OpenPhone.).
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 OpenPhone.
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 Send OpenPhone SMS messages for new rows in Google Sheets!
Triggered 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.
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Sends a new message via OpenPhone.
Creates a contact or updates an existing contact.
Triggers when you receive a message.
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
Triggers when a call recording has finished.
Triggers when an outgoing call has ended.
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.
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