When you connect Google Spreadsheets to FunnelKit Automations, you get three actions to take:
- Insert Row
- Update Row
- Delete Row
Let's look at how to set up these actions.
Create an Automation
Click on Add New in Automations.
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Hit Start from Scratch and name your automation.
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Click on Create.
From the events listed on the right side of the screen, select Order Created.
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Configure this trigger by clicking on it.
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Next, click on the + icon to add an action to this event.
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From the drop-down menu select the option of Insert Row under Send Data.
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In another window, open the Google spreadsheet you want to connect to the automation, and copy the Google Sheet ID (as highlighted in the image below).
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Important: The Google Sheet ID is not the complete URL, but only a part of it, so be careful when you are copying it.
Paste the link in the respective field on the Automation page and click on Get Sheets.
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Now you may add the required columns to the spreadsheet.
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Search and add appropriate Merge Tags to the respective columns in the automation.
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Click on the Save button to lock all the changes.
Make the automation live by turning the toggle to Active.
Test the Automation
Place a test order to check the task execution.
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Now go to Contacts in Automation.
Here you’d be able to see a new active contact for the order you just placed.
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You will see the connected spreadsheet once the task is completed.
The relevant data from the order placed will be updated in the sheet.
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And that’s how you set up actions of Google Spreadsheets in FunnelKit Automations.