23.03.2022
1437

How To Connect Google Sheets And Autopilot

Serhii Ostrovskyi
Editor in Chief at ApiX-Drive
Reading time: ~8 min

If you use the Google Sheets service and the Autopilot platform in your work, then you have probably faced the task of transferring data from one system to another. In this article, we will show you how to get rid of such a routine procedure and set up automatic transfer of contacts from a spreadsheet to the Autopilot service.

Content:
1. How to create the Google Sheets and Autopilot integration
2. Connect Google Sheets
3. Connect Autopilot
4. Enable auto-update
5. The result of integrating Google Sheets and Autopilot

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Google Sheets is a convenient tool for storing and processing various information. Often this service is used as a CRM system. You can store order data and customer contacts in a spreadsheet. It is also convenient to create separate files for different groups of leads. Google Sheets can be the optimal solution for storing and processing data. Especially for small or medium businesses.

The Autopilot platform is a multifunctional tool for marketing automation. This service allows you to set up advertising campaigns using various communication channels. Using a simple interface, you can create scripts and series of mailings for various conditions and triggers. To work with Autopilot, you need to update the contact database regularu. Using the ApiX-Drive online connector, you can set up automatic uploading of contacts from Google Sheets to the Autopilot account.

Google Sheets and Autopilot integration | Contact in the Autopilot account


How to create the Google Sheets and Autopilot integration

To keep your contact lists in sync between your spreadsheet and Autopilot, you can manually transfer your data. However, there is a more efficient solution — automatically uploading contacts from a Google Sheets file to the Autopilot system. This problem can be solved without the involvement of programmers and significant financial investments. The ApiX-Drive online connector will provide communication between systems and automated data transfer. It will take a few minutes to create the integration. Setting up communication does not require special knowledge or skills.

The ApiX-Drive service offers various subscription options for any set of automation tasks. There is also a free-plan that allows you to get rid of one routine process and evaluate the prospects of using an online connector. Below we will look at how to create an integration between Google Sheets and the Autopilot service in order to eliminate the manual transfer of data between these systems from the list of regular tasks.

Connect Google Sheets

We register on the website of the ApiX-Drive service and go to your personal account. To create an integration, we have to set up a data source and a receiver. But first, let's create a new connection.

Google Sheets and Autopilot integration | Create a new connection


Select Google Sheets as the data source.

Google Sheets and Autopilot integration | Select Google Sheets as the data source


Our task is to unload new records from the spreadsheet, so at the stage of defining the action, select the “Get Rows (new)” item.

Google Sheets and Autopilot integration | Select an action


Connect the Google Sheets account to the ApiX-Drive system.

Google Sheets and Autopilot integration | Connect the Google Sheets account


Login to Google Sheets.

Google Sheets and Autopilot integration | Login to Google Sheets


Provide the ApiX-Drive service with the necessary access.

Google Sheets and Autopilot integration | Provide the necessary access


When the connected account appears in the list of available ones, select it.

Google Sheets and Autopilot integration | Select Google Sheets account


Now you need to select the spreadsheet file, sheet and row from which to start loading the data.

Google Sheets and Autopilot integration | Select file and sheet


The next step is to add conditions to filter the data that will come from the source. We skip this step, since we do not need data filtering.

Google Sheets and Autopilot integration | Filtering stage


We see an example of the data that will be uploaded from Google Sheets.

Google Sheets and Autopilot integration | Sample data


Source setup completed successfully.

Google Sheets and Autopilot integration | Source setup completed


Connect Autopilot

As a receiver, we choose the Autopilot marketing automation service.

Google Sheets and Autopilot integration | Select Autopilot as a receiver


Action — Add or Update Contact.

Google Sheets and Autopilot integration | Select an action


Now we connect the Autopilot account.

Google Sheets and Autopilot integration | Connect the Autopilot account


To connect the Autopilot service to the ApiX-Drive system, you must specify an API Key.

Google Sheets and Autopilot integration | API Key field


Go to your personal Autopilot account and go to settings. Select "Autopilot API". Copy the API key.

Google Sheets and Autopilot integration | Get API Key


Now we return back to the ApiX-Drive system and fill in the API Key field.

Google Sheets and Autopilot integration | Set API Key


The connected account appeared in the list of available ones. Select it and proceed with the setup.

Google Sheets and Autopilot integration | Select the Autopilot account


Now select the list to which new contacts will be added on the side of the Autopilot service.

Google Sheets and Autopilot integration | Select list


We need to define the data that will be sent to the Autopilot service. To do this, we use a drop-down list of variables obtained from Google Sheets.

Google Sheets and Autopilot integration | Define data


You can define data manually. To do this, place the cursor in the field and enter text.

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Checking test information to send to Autopilot. If something does not suit us, then we can go back a step and edit the data. Sending a test contact.

Google Sheets and Autopilot integration | Test data


We check adding an entry to the contact list in the Autopilot account.

Google Sheets and Autopilot integration | Check the connection


Enable auto-update

The integration is almost set up. The last step is to enable auto-update.

Google Sheets and Autopilot integration | Enable auto-update


The system will periodically check the source for new records and transfer them to the receiving system. The communication interval can be changed via the “Connection setup” menu.

Google Sheets and Autopilot integration | Change the interval


The result of integrating Google Sheets and Autopilot

An Internet marketer or an advertising campaigner often performs a large number of routine tasks. One of these is the transfer of data from one service to another. Google Sheets and Autopilot integration allows you to automate the synchronization of information in these two systems. New contacts that are entered into the spreadsheet are automatically included in the lists for mailing based on the Autopilot platform.

The connection between Google Sheets and Autopilot is set up using the ApiX-Drive online connector in just a few minutes. Any experienced PC user can create an integration. Programming knowledge or API knowledge is not required. The ApiX-Drive service offers a simple interface and a clear setup procedure.