ActiveCampaign Google Sheets

Activecampaign Google Sheets.

In this video, we’re gonna cover how to integrate Active Campaign with Google Sheets without using Zapier. This integration is now native to Active Campaign is pretty darn simple, you need to create a Google Sheet, I’m going to recommend that you have a header so it’s easy to match up fields from Active Campaign to Google. And then we’re going to run an automation that connects to Google Sheets and passes information.

So let’s dive right in.

So to start with, you want to create a Google Sheet on in Google Drive, if you will, and set it up. Nothing fancy, just create, in my opinion, the header that you want. So I’m going to create here, let’s say first name and I’m just going to make it a little pretty, I’m just going to bold that, make it centered and then I’m going to view I think I’m going to freeze that first row. That’s kind of nice that if you have a lot of things You can keep scrolling. So that’s taken care of.

Next thing you want to do is we’re going to create an automation. I’ve already started on this, I’m called Google Sheets, not surprisingly, want to edit that, however, somebody gets into your automations. Great. So here, we want to click on the plus sign, you want to go down to CX apps, add a row in Google Sheets is pretty much your only choice and I’ve already connected my Google Drive or Google Sheets account to Active Campaign, it prompts you to make the connection.

So I’ve already done that. So I’m going to select this, I want to select the spreadsheet. This is the one I want to use, and select the sheet I didn’t rename and it’s going to be the default. And then it gives me some mapping things I can do. So for instance, email, I’m going to select the field I want to put it to, and you know what this does not look like it’s updated.

So I need and actually it may not update so I just need to go in here. Email is column C. And first name is column A. And I’m going to add another field last name is column B. And I’ve got this one called timestamp. Now, you could do this using Google Sheets create a formula or a function to do that. But actually, instead, I’m going to use my automation to do that. But I’ll come back to that in just a minute.

So I’m going to finish that. And that’s it. That’s all you really have to do. Now, I want to get a timestamp into that field. So watch I’m going to do here I’m going to go to list and for instance, I want to know when somebody unsubscribed so let’s create a field called, I’m going to go ahead and add a field unsubscribe date. And I’m just gonna leave it there but it definitely wants to be a date field. I’m going to go ahead and click on Add. So now I’m going to go back to this automation. Actually, I need to back out once Unfortunately, it doesn’t. I don’t think I can read Rush.

So back into here. And I’m going to add a row. And let’s get to the end, you’ve already done that. already done that. Already have done that. So let’s add a field. So this is going to be the unsubscribed date. Okay, and this needs to be column D. So there we go. So instead of this just being a generic Google Sheets, let’s just say Google Sheets. Unsubscribe, save that we want to trigger based on an unsubscribe.

There we go.

Click on Continue. I’m going to say any list I want to run at once. You could run it multiple times. If you have multiple lists. In that case, you might want to also figure out how to identify the list, and then I’m going to update that custom field.

So I’m going to go here and I’m going to update a contact and let’s do the unsubscribe date and we want to do current time. Click on Save. So what we’ve done here is whenever someone unsubscribes, we update their unsubscribe date custom fields at the current time, we added a row in Google Sheets and you know what, just to be super safe, I’m going to put a five minute delay in here.

Not that I don’t trust that it’s going to happen, but I know if I do this, that custom field will be up to date. So let’s go ahead and test this out and I’m not gonna unsubscribe, I’m simply going to put myself or somebody, some lucky person into this automation and you know what, I am going to put one version of myself in there. So let’s go ahead and put this guy.

There we go. So remember, there’s gonna be a five minute delay, I’m not going to wait. I’m going to skip over it. But let’s take a look at this. So let’s start by looking for I want to see that this is updated. So I’m going to go ahead and just refresh the screen look for the unsubscribe date to be the current date.

So there it is. I’m going to just drop into here, I can get in there a couple ways. I’m just going to do this go to View. I might have I should be at the five minute wait right now. So I’m going to manually skip this. If I go here, there I am first last email and a timestamp.

So that’s how you integrate Active Campaign with Google Sheets.