How to Create an Automation with Google Sheets Using Pabbly Connect

Learn how to automate your Google Sheets with Pabbly Connect, integrating with Sendy for seamless email subscriptions based on specific responses. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets Automation

To create an automation with Google Sheets, first, you need to access Pabbly Connect. Start by visiting the Pabbly website at Pabbly.com. If you are a new user, click on the ‘Sign Up Free’ button to create your account. Existing users can simply sign in from the All Apps section to access Pabbly Connect.

Once logged in, you will arrive at the Pabbly Connect dashboard. Here, click on the plus sign to create a new workflow. You can name your workflow according to your needs, such as ‘Google Sheets to Sendy Integration’. After naming, click on the ‘Create’ button to proceed.

2. Setting Up Google Sheets Trigger in Pabbly Connect

In this step, you will set up the trigger for your automation using Pabbly Connect. Click on the trigger window and select ‘Google Sheets’ as the application. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that every time a new customer detail is added to your Google Sheets, it will trigger the automation.

• Select ‘Google Sheets’ as the application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL for use in Google Sheets.

Next, go to your Google Sheets and open the specific sheet where you want to collect customer details. Navigate to ‘Extensions’, then ‘Add-ons’, and click on ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheet to ensure the add-on is active.

3. Configuring Pabbly Connect Webhook in Google Sheets

After refreshing, return to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier. You will also need to specify the trigger column, which is the final column of data that, when filled, will send the entire row’s data to Pabbly Connect.

• Paste the webhook URL in the designated field.
• Specify the trigger column (e.g., Column D).
• Click on ‘Send Test’ to ensure data is sent successfully.

Once the test is successful, click ‘Submit’ to finalize the setup. Make sure to enable the ‘Send on Event’ option under the same menu. This ensures that every time new data is added, it automatically triggers the webhook.

4. Routing Data to Sendy Based on Eligibility

Now that your Google Sheets is connected to Pabbly Connect, it’s time to set up the routing of data to Sendy. In the action window, select ‘Router’ as your application. This allows you to define conditions based on which the customer data will be routed to different subscriber lists.

Rename the first route to ‘Eligible Customers’ and set the filter condition. Select the eligibility column from the trigger response and set the filter type to ‘Equal to’ with the value ‘Yes’. Save the condition to ensure it functions correctly.

Choose ‘Router’ as the application. Set the filter condition based on eligibility. Save the filter to proceed with the action steps.

After saving, add an action step to connect to Sendy. Choose ‘Add Subscriber’ as the action event. You will need to enter your Sendy API key and installation URL to establish this connection. Then, map the necessary details from Google Sheets to Sendy, including the subscriber’s name, email, and other required fields.

5. Finalizing the Integration and Testing

Once the Sendy connection is established, you can finalize the integration by setting up the second route for ineligible customers. Clone the first route and rename it to ‘Ineligible Customers’. Change the filter condition to check for ‘No’ in the eligibility column.

Ensure to map the ineligible customer list ID and save the changes. After setting up both routes, you can delete any unnecessary routes from Pabbly Connect to keep your workflow clean. Now, you are ready to test the integration by adding new customer details to your Google Sheets.

Add a new customer in Google Sheets with eligibility set to ‘Yes’ or ‘No’. Check your Sendy subscriber list to confirm the addition. Repeat the process to ensure all conditions are working correctly.

This step confirms that your automation is functioning perfectly, allowing seamless integration between Google Sheets and Sendy using Pabbly Connect.

Conclusion

In conclusion, using Pabbly Connect allows you to automate the integration between Google Sheets and Sendy effectively. By setting up triggers and routing conditions, you can manage your subscriber lists based on specific responses, enhancing your email marketing efficiency.