Use the ActiveCampaign Google Sheets integration

Learn how to use the Google Sheets integration so you can import contacts to ActiveCampaign or push contacts to a Google Sheet. 

About the Google Sheets integration

This integration offers two separate sync options. One option imports contacts to your ActiveCampaign account and the other option pushes contacts to a google sheet through an automation action.

You can choose to use either one or both options with this integration. However, they both function separately from each other.

Both sync options will add the following tag to contacts:

google-sheets-integration

How to import contacts from a Google Sheet

This option adds new contacts to your ActiveCampaign account. Each contact will have the tag listed above on their profile records. This integration will not add contacts to a list.

How syncing works

The sync runs every 30 minutes. When configuring the integration, choose one of the following options:

  • Import contacts and auto import new contacts in the future
  • Import contacts and not auto import new contacts

The sync does not automatically push updates made to contacts in your sheet if they've already been synced.

To sync updates made to contacts in your sheet, use the "Restart" button. This button is available on the Google Sheets app page as soon as the integration is connected.

Once clicked, the integration will scan your sheet for updates starting with the first row and will run every 30 minutes.

About field mapping

This integration does not import new custom fields. Before you start with this integration, make sure all custom contact fields are created in ActiveCampaign first so you can map them to columns in your Google Sheet.

It is not possible to import deal or account fields using this import option.

Connect your Google Sheet to ActiveCampaign

 1. From your ActiveCampaign account, click "Apps."

2. Search for "Google Sheets."

3. Click the "Google Sheets" option to open it.

4. The Google Sheets app page will load. Click the "Import Contacts" button.

5. A modal window will appear. Click the "Connect" button.

6. You'll be directed to a page where you need to log into your Google account.

7. On the next page, click "Allow" to give ActiveCampaign permission to access your Google Account.

8. You'll be redirected back to the Google Sheets setup page in ActiveCampaign. Click the "Continue" button. 

9. On the Select Sheet screen, use the dropdowns to select the spreadsheet and sheet you want to sync to ActiveCampaign.

10. Click the "Continue" button.  

11. On the Mapping screen, map each field you want to sync.

  • To map extra fields, click "Add field mapping"
  • To remove a field, click the trash icon

The Google Sheets dropdown has fields called Column A, Column B, etc. It does not recognize column header names. We recommend having a separate window or tab open with your Google Sheet displayed while you map fields. This will make it easier to know which data is in which column.

12. On the Schedule Sync screen, click the import option you wish to use then type the sync name into the field provided.

13. Click the "Finish" button.

The connected sheet will be added to the "Imports" section of the Google Sheets app page. From this page, you can view the import status, the last received date, restart the import, edit the import, or delete the import.

How to add contacts to a Google Sheet

With this option, you will need to have an active automation that uses the "Add a Row in Google Sheets" action.

As contacts move through this action, their mapped data will sync to the next available row in your connected spreadsheet in real-time.

This integration is not meant for the bulk export of contacts. Learn how to bulk export contacts.

About the automation action

You can only use one Google spreadsheet per "Add a Row in Google Sheets" automation action.

In addition, only contact fields can be synced to the spreadsheet. This includes standard contact fields and custom contact fields.

Once you add the 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

Set up the "Add a Row in Google Sheets" automation action

 1. From your automation, click "CX Apps" in the right menu.

2. Click the "Add a Row in Google Sheets" action and drag it to your automation.

3. A modal 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.

5. On the next screen, grant permission for ActiveCampaign to access your Google account. To do so, click the "Allow" button.

6. You will be directed back to your ActiveCampaign account. Click the "Continue" button.

7. Next, select the spreadsheet you and the sheet name you want to connect. 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. On the Mapping screen, map each field you want to sync.

  • To map extra fields, click "Add field mapping"
  • To remove a field, click the trash icon

The Google Sheets dropdown has fields called Column A, Column B, etc. It does not recognize column header names. We recommend having a separate window or tab open with your Google Sheet displayed while you map fields. This will make it easier to know which data is in which column.

9. Click the "Finish" button when complete.

The action will be added to your automation.

In addition, Google Sheets will appear under "Connected Apps" in your ActiveCampaign account.

How to disconnect the integration

There are a few different options you can use to disconnect the integration. Once disconnected, information will no longer sync. Previously synced data will remain in your ActiveCampaign account and/or Google Sheet.

Stop importing contacts to ActiveCampaign

When you disconnect the Google Sheet, your Google Account will still be connected to ActiveCampaign. Once the sheet is disconnected, all import syncs will stop.

1. Click "Apps" in the left menu.

2. Click "Connected Apps."

3. Click the Google Sheets option to open it.

4. Click the "Imports" tab.

5. Click the down caret for the import you wish to disconnect.

6. Click the "Delete Import" option.

Stop pushing contacts to the Google Sheet

You can prevent contacts from syncing to your Google sheet. To do so, remove the "Add to a Google Sheet" action from your automation.  

Note that your Google Account will still be connected to ActiveCampaign.

Disconnect your Google Account from ActiveCampaign

You can disconnect your Google account from ActiveCampaign. When your Google account is disconnected, syncs will no longer take place.

1. Click "Apps" in the left menu.

2. Click "Connected Apps."

3. Click the "Google Sheets" app.

4. Click the "Disconnect" button in the modal window.

Your Google account will be disconnected from ActiveCampaign. A confirmation message will appear at the top of the Google Sheets app page.

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