How do I create a Zap to send Google Sheets data into Charley?

DWQA QuestionsCategory: Using ZapierHow do I create a Zap to send Google Sheets data into Charley?
asked 4 years ago
1 Answers
answered 4 years ago

Make a Zap: Google Sheets & Charley

Charley’s integration with Zapier means you can send data from your Google Sheets right into Charley! The ever important email address will be “zapped” in along with any other information provided.

What can you do with the additional information in Charley? With Smart List Builder, you can create lists based on the custom data. This allows you to tailor email campaigns based on information like how someone responded to a question.

But we’re getting ahead of ourselves on that – first, you’ll want to make your Zap so that every response triggers an action into Charley. Let’s get started.

If you haven’t connected Charley to your Zapier account yet, you can see how to do it here.

Zap Instructions

Step 1: Make a Zap

After logging into your Zapier account, click the orange Make a Zap button at the top of your Dashboad screen.

make a zap button

This will take you to the first step of creating a Zap – choosing your Trigger.

Step 2: Configuring the Trigger

The trigger in a Zap is what sets off the automated task. For this Zap, our trigger will be an event from our Google Sheets. Knowing this, we’ll choose Google Sheets from the Choose an App step.

If you don’t see it immediately as an icon in the apps section, use the search bar for ‘google sheets’ and you should be able to select it.

choose sheets

You’ll then choose what kind of event you’d like Zapier to create a trigger for:

new spreadsheet row

  • New Spreadsheet Row: Triggered when a new row is added to the bottom of a spreadsheet.
  • Updated Spreadsheet Row: Triggered when a new row is added or modified in a spreadsheet.

Since we want to update a Charley Mailing list every time we get a new subscriber added to the list, we’ll pick the first option: New Spreadsheet Row.

Next, you’ll connect your Google account to Zapier. If it’s already connected, you’ll see an option for the Google Account you wish to use. The one you choose should be the account that contains the sheet you you’ll be triggering from.

The next step has three drop-downs; two of which are required:

choose sheet and worksheet

  • Spreadhseet: Which spreadsheet are you pulling data from Required
  • Worksheet: Within the select spreadsheet, which worksheet are you pulling data from Required
  • Trigger Column: Trigger on changes to cells in THIS column only Optional

The last step for the Trigger is just testing the connection to your Google Sheets account. You’ll want to make sure that your sheet has at least one row with the information you wish to collect along with the proper headers. Zapier will open a connection to your Google Sheets account and make sure to give you the green light.

Next, we decide what to do with the event you set up in the Trigger section by configuring the Action.

Step 3: Configuring the Action

The Action step is where we tell Zapier what to do with our Triggered event. In this case, we’re saying: for every new row added to my Google Sheets, add them as a subscriber to a particular mailing list in Charley. So let’s set up the Charley action.

Again, you’ll choose which app you’re using – and here, you can see the Charley app. If you’ve searched your apps and don’t see Charley, make sure you’ve gone through the set up here.

action charley

Next, we’ll choose a Charley action. We want to add subscribers to a particular list here, so we’ll choose the last option for Subscribe Email.

You’ll go on to choose an account. If you’ve already added your account, you’ll see it listed here. If not, make sure to follow the instructions in the linked article above to set up your Charley account with Zapier.

The next step contains several options – two of which are required:

  • List ID: choose from a drop down of list names to find the Mailing List you wish to add subscribers to Required
  • Email: this will open a drop down of the column names from the spreadsheet you’ve chosen in the Trigger step. Choose the column that contains the email addresses Required
  • First Name Optional
  • Last Name Optional
  • Custom Fields Optional

Once you’ve selected the proper list and fields, you can run the test through Zapier. It’ll check Google Sheets and see if the columns are there for what you’ve selected, then it’ll “zap” that information into Charley. If all goes well, you’ll get a green light that the Zap is ready to roll!