Description: Allows you to connect Framework360 to your Google Sheets documents to write, read, and use data as variables in your automations.
What is it for? (Practical examples)
Use the Google Sheets integration to automate the management of external and internal data within your marketing system.
- Automatic Registration: Automatically save data of every new lead (name, email, subscription date) on a specific Google Sheet for external reporting.
- Advanced Personalization: Read the price of a product or a discount code from a Google Sheet and use it immediately in an automated email or SMS.
- Campaign Tracking: Keep track of conversions or specific user actions by adding a new row to your tracking report each time a user completes a goal.
Main Features
The Google Sheets integration offers two main operational modes within your automations:
1. Set (Write) a value in a cell
This function allows you to write dynamic data (such as customer information or automation variables) directly into a specific cell in your Google Sheet.
- Dynamic Row Management: You can specify exactly the row and column where to write the data (e.g., C5). If you leave the "Row" field empty, the system automatically finds and uses the first available empty row in the selected sheet.
- Automatic Expansion: If your sheet reaches the maximum number of rows, the system automatically expands it to ensure that new data is always saved without interruptions.
- Use of Variables: The value to be written can contain any variable (shortcode) available in the current automation (e.g.,
{customer_name},{email}).
2. Get (Read) a value from a cell
This function allows you to read the content of a specific cell and convert it into an internal variable usable in subsequent automation steps.
- Specific Reading: You can indicate the row and column from which to read the data.
- Read Last Row: If you leave the "Row" field empty, the system will read data from the cell corresponding to the last occupied row of the sheet.
- Creation of Custom Shortcode: The read value is immediately assigned to a new shortcode defined by you (e.g.,
{discount_code}). You can then use this shortcode in any following action (e.g., sending emails, SMS).
How to configure
The Google Sheets integration is configured inside the Marketing => Automations module (or Funnel/Autopost) as an action step.
1. Google Drive Authorization
Before using the integration, make sure Framework360 is authorized to access your Google Drive files since Google Sheets are managed via Drive.
- Check: Verify your system integration settings to ensure that your Google account is connected and that access has been granted to Google Drive (
Access files from Google Drive).
2. Automation Step Configuration
When adding the Google Sheet step within an automation, define these parameters:
| Field | Description | Notes |
|---|---|---|
| Google Sheet | Select the Google Sheets document from the list of available files in your Drive. | The list shows only "Spreadsheet" type files. |
| Action | Choose between Set cell value (Write) or Get cell value (Read). | This changes subsequent configuration fields. |
| Tab Name | Enter the exact name of the tab (sheet) within the document. | If left blank, the first available tab will be used. |
3. Action Details Configuration
Depending on the selected action, fill out fields as follows:
If you chose "Set cell value" (Write)
You can add multiple rows to write data into different cells with one action.
| Field | Description |
|---|---|
| Row | The row number where to write data (e.g., 10). Leave blank to use the first free row. |
| Column | The column letter (e.g., A, B, C). Mandatory. |
| Value | The data to write. Use {shortcode} variables for dynamic data insertion. |
If you chose "Get cell value" (Read)
You can add multiple rows to read data from different cells.
| Field | Description |
|---|---|
| Row | The row number from which to read. Leave blank to read from the last occupied row. |
| Column | The column letter (e.g., A, B, C). Mandatory. |
| Shortcode | The name of the custom variable (without curly braces) that will hold the retrieved value. |
Automatic Integrations
The Google Sheets integration is available as an action in these modules:
- Automations: Executed in response to a trigger (e.g., subscription, purchase).
- Funnel: Used as an intermediate step to personalize user journeys or record data.
- Autopost: Used for reading or writing data simultaneously with content publishing.
Using Variables (Shortcodes)
When using the "Get cell value" action, new dynamic variables are created.
- Example: If you set up shortcode
unitpriceby reading cell B2, in subsequent actions (e.g., sending notifications), you can use{unitprice}to display the value retrieved from Google Sheets.
