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.
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.
pageZapierImmediately integrate SleekFlow with Google Sheet right here!
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.
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 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 flow actions to trigger send messages.
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