The Google Sheets CX app makes it easy to update a Google Sheet with contact information using the "Create a row" automation action. You may want to use this action if you wish to export contact data for any use.
In this article:
- This integration requires a Google account, access to a Google Sheet, and access to automations in ActiveCampaign
- You can connect as many Google accounts to your ActiveCampaign account as you like
- You can only use one Google spreadsheet per "Create a row" automation action
- Only contact fields can be synced to the spreadsheet. This includes standard contact fields and custom contact fields
- Only contacts who reach the "Create a row" action in your automation will be added to the connected spreadsheet
- Any user on your account with access to automations will be able to access a connected Google account and add rows to any Google spreadsheet in that account
How the Google Sheets CX app works
Once you add the "Create a row" action to your automation, a prompt will walk you through the following connection and configuration steps:
- Connect to a Google account
- Select a spreadsheet. Note that this can be a spreadsheet that you own, that is in a shared drive that you can access, or that has been shared with you
- Map contact fields with columns in your spreadsheet
As contacts pass through this action in your automation, mapped data will sync to the next available row in your connected spreadsheet in real-time.
Add and configure the "Create a row" action in your automation
1. From your automation, click "CX Apps" in the right menu.
2. Click the "Create a row" action and drag it to your automation.
3. A "Create a row" dialog box will open. Click the "Connect" button.
4. A list of Google accounts that you have access to will appear. Click the Google account you wish to connect to ActiveCampaign.
5. On the next screen, you'll need to grant permission for ActiveCampaign to access your Google account. To grant permission, click the "Allow" button.
6. You will be directed back to your ActiveCampaign account. The dialog box will show an "Account Connected!" message. Click the "Continue" button.
7. Next, you'll select the spreadsheet you wish to update as well as the sheet name. To do so, click the dropdown for both items then click the spreadsheet name and sheet name. Then click the "Continue" button.
Note that if you don't see the spreadsheet you wish to update in the dropdown, you can type it into the field then click it to select it.
8. For the next step, you'll need to map contact fields in your ActiveCampaign account to columns in your Google Sheet. While the Email and First name contact fields will be displayed in the dialog box for you to map, you are not required to map these fields.
To map the Email field, click the "Select a Field" dropdown then click the column you wish to map the email address to
Note that column names (if using) will not be displayed in the "Select a Field" dropdown. Instead you'll see Column A, Column B, etc. To map the First name field (if using), follow the same actions.
9. You can map additional fields such as Last Name, Phone Number, and any custom contact field. To do so, click "Add Field Mapping" then follow the same actions outlined in step 8 (above).
If you do not wish to map a certain field, you can click the "X."
Once you're done mapping fields, click the "Finish" button.
The "Create a Row" action will be added to your automation.
In addition, Google Sheets will appear under "Connected Apps" in your ActiveCampaign account.
Disconnect your Google account from ActiveCampaign
You can disconnect your Google account from ActiveCampaign. When your Google account is disconnected, you will no longer be able to update any spreadsheets associated with that account using the "Create a row" automation action. No information will be lost on any associated spreadsheet once the account is disconnected.
1. Click "Apps" in the left menu.
2. Click "Connected Apps."
3. Click the "Google Sheets" app.
4. Click the "Disconnect" button.
5. A confirmation dialog box will appear. Click the "Disconnect" button.
Your Google account will be disconnected from ActiveCampaign. A confirmation message will appear at the top of the Google Sheets app page.