Google Sheets

Updated 1 month ago

Google Sheets Integration

Prerequisite

There are two ways you can connect ClickSend with Google Sheets:

Option 1: Using Zapier

Option 2: Using Automate.io

Note: You will need to create a Zapier or an Automate.io account first.

Option 1: Using Zapier

Introduction

In this article, we will try integrating both ClickSend and Google Sheets. So what we want to achieve here is for incoming SMS's received in ClickSend to get automatically added to a Google Sheets table.

So, let's get started.

Instructions

Step 1:

Login to your Zapier account. And then click Make a Zap! button.

Step 2:

Let's search and select ClickSend as our trigger app. Next, check New Incoming SMS as our trigger action. Then click Save + Continue button.

Step 3:

Next, let's add your ClickSend account. Click Connect an Account button.

There should be a popup saying to add or allow your Zapier and ClickSend account to be linked together.

Type in your ClickSend username and API key.

Click the Test button to check if it was successful.

Then click Save + Continue button.

Step 4:

Let finish up our trigger app setup.

Go back to your Zapier setup page.

Then click Fetch & Continue button.

Lastly the Continue button.

Step 5:

Ok, let's set up our Action app. Let's search and choose Google Sheets

Next select Create Spreadsheet Row as our action. 

Then click Save + Continue button.

Step 6:

Let's link your Google Sheets account.

Select Choose Account.

Click Connect an Account button.

Enter your Username and Password or select your account from the list.

Then click the Allow button.

Then click Save + Continue button.

Step 7:

Let's set up our template.

Select the Spreadsheet table you wish add the new SMS to.

Select the Parameters from the SMS that you wish to store.

Then click Continue button. 

Step 8:

Let's finish up everything.

Click Create & Continue button.

Then the Finish button.

Lastly, name your Zap, and turn it ON

Option 2: Using Automate.io

Use Case: Sync ClickSend SMS to Google Sheets

 

What we want to achieve here is to add a new row in Google Sheets for a new SMS received via ClickSendWith this integration, you can sync your SMS details onto a Google Sheet without manual import/export.

 

Here’s how you can do it:

Instructions

Step 1: Login to Automate.io

Login to your Automate.io account. And then click on ‘Create a Bot’ button.

Step 2: Linking Trigger App

Step 3: Set up your Trigger App

  • Now move on to selecting your trigger event i.e. ‘New SMS’ here.
  • Your trigger app setup is now complete.

Step 4: Linking Action App

  • Search and select your Action app i.e. Google Sheets
  • Name your app and click on ‘Save’. You’ll be prompted to select the account you wish to link.
  • Select and click on ‘Allow’. Save this app and your action app is now authorized.

Step 5: Set up your Action App

  • Select the action to be done i.e ‘Add a row’ here.
  • You need to now select the relevant ‘Spreadsheet’ and ‘Worksheet’ you want to add your SMS details to.
  • Now, map your input fields from trigger app (ClickSend) to your action app (Google Sheets).
  • You can drag and drop the fields like ‘From’, ‘Message Body’ etc.
  • Then click on Save to finish setting up your Action App.

Step 6: Test and Go Live

  • Turn on your bot.
  • Proceed to test your bot with sample or test data.
  • That’s all. Your bot will now run automatically when a new SMS is sent via ClickSend and sync it as rows in Google Sheets.

More ClickSend + Google Sheets Integrations by Automate.io

  • Send an SMS to a Contact List in ClickSend on a New Row in Google Sheets
  • Add a Contact to List in ClickSend on a New Row in Google Sheets


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