ActiveCampaign has a new, powerful integration with Google Sheets that you can use in your automations.

We’ve created 6 customizable automation recipe templates to help you get the most out of our new Google Sheets integration. These recipes let you:

  • Run a re-engagement campaign and keep track of which contacts you win back
  • Track registrants and confirmed attendees for your webinar
  • Track giveaway entries
  • Build out reporting around conditions and triggers in ActiveCampaign
  • Create and track deals using ActiveCampaign’s free Excel and Google Sheets CRM

In this post, we’ll cover the following recipes:

  1. Google Sheets: Track Webinar Registrations
  2. Google Sheets: Track Giveaway Entries
  3. Google Sheets: Add Deal Info to Google Sheets CRM
  4. Google Sheets: Add Deal to Google Sheets CRM from Qualifying Event
  5. Google Sheets: Track Contact Re-engagement
  6. Google Sheets: Custom Contact Reporting for Google Sheets

1. Google Sheets: Track Webinar Registrations

Use ActiveCampaign and Google Sheets to track and confirm registrations for your webinar. This automation lets you:

  • Create an entry for each webinar registrant in a Google Sheet
  • Reach out to each registrant to confirm webinar attendance
  • Add confirmed webinar attendees to a separate tab of the Google Sheet
  • Tag webinar registrants and attendees for segmentation in ActiveCampaign

With ActiveCampaign’s Google Sheets integration, you can reduce manual data entry. The integration lets you seamlessly create or update rows of contact data in Google Sheets without leaving ActiveCampaign or using third-party connection tools.

This automation helps you track your webinar registrations beyond the initial webinar signup form. Following up with webinar registrants helps you increase webinar attendance and engagement. Confirm attendance and segment registrants accordingly using tags and the Google Sheets integration.

Before you import this automation, set up your Google Sheets integration and build out a spreadsheet with tabs for “All Registrants” and “Confirmed Attendees.”

Here’s how the Google Sheets webinar registrations automation works:

  1. The automation is triggered when a contact submits a registration form for your webinar or event. In our example, we use an ActiveCampaign form to collect webinar registrations. Adjust the trigger as needed based on how you track webinar signups, such as a list subscription or tag from an integration.
  2. The automation sends the contact an email to thank them for signing up for your webinar and share any important details about the webinar. If you are already running a webinar automation, such as the Webinar Reminder Series automation, feel free to delete this action.
  3. The automation adds a “Webinar Registrant” tag to the contact.
  4. The automation adds the contact to the “All Registrants” tab in your Google Sheet. Before you import this automation, make sure your Google Sheet has a tab for All Registrants and a tab for Confirmed Attendees.
  5. A wait step waits until the webinar is 7 days away.
  6. The automation sends the contact an email asking them to confirm their attendance. The email should have 2 links: a link to confirm attendance, and a link to let you know that they can no longer attend.
  7. A wait step waits until one of the links is clicked in the attendance confirmation email.
  8. An If/Else steps checks to see whether or not the contact clicked the link to confirm attendance.
  9. If the contact did click on the link to confirm their attendance, the automation adds them to the “Confirmed Attendees” tab of your Google Sheet. The automation then ends.
  10. If the contact did not click on the link to confirm their attendance, the automation ends.

2. Google Sheets: Track Giveaway Entries

Running a giveaway is a great way to reward your contacts and capture more leads. This automation lets you automatically track giveaway entries in Google Sheets.

Whether your goal is to build your email list or reward loyal followers, a giveaway can help you engage your audience in a valuable and personal way. When someone enters your giveaway contest, this automation enters their information into a Google Sheet to make it easier for you to pick a winner.

When you run a giveaway and want to pick a random winner, you can use:

  • A random name picker
  • A random winner generator
  • A random drawing app
  • A raffle generator
  • Or even Google Sheets’ own random number generator function

Before importing, set up your Google Sheets integration and build out a giveaway entry spreadsheet with your desired columns. These columns should match the information you collect in your giveaway entry form.

Here’s how the Google Sheets giveaway entries automation works:

  1. The automation is triggered when a contact submits the form to enter the giveaway. If you are using a form integration, such as Typeform or Unbounce, adjust the trigger to the tag generated by those integrations.
  2. The automation sends contacts an email confirming their entry. You can share any next steps and encourage them to share the giveaway with their networks or engage with your online community.
  3. The automation adds the contact to your dedicated giveaway entry Google Sheet. Having all the entries on a spreadsheet will make it easier to select a random winner when the contest ends.
  4. The automation ends.

3. Google Sheets: Add Deal Info to Google Sheets CRM

Keep track of your sales pipeline with ActiveCampaign’s free Google Sheets CRM template – and this automation.

If you’re using ActiveCampaign’s free Google Sheets CRM template, this automation automatically adds new contacts to your Google Sheets CRM and sends them a welcome email when they fill out a form.

ActiveCampaign created a free Google Sheets CRM template that works with both Excel and Google Sheets so that you can keep track of leads and stop new business from slipping through the cracks.

The Google Sheets CRM spreadsheet template keeps track of your sales pipeline by organizing your:

  • Contacts
  • Sales team
  • Opportunities
  • Lead status
  • Follow-ups
  • Deal value
  • Sales revenue
  • And more!

Once a contact fills out a form, this automation sends them an email thanking them for subscribing and welcoming them, then adds their information to your Google Sheets CRM spreadsheet.

Before you import this automation, set up your Google Sheets integration and download our free CRM template for Google Sheets.

Here’s how the “Add Deal Info to Google Sheets CRM” automation works:

  1. The automation is triggered when a contact submits a form to subscribe. You can change this trigger based on how you track subscriptions.
  2. The automation sends an email to the contact. You can use this email as a welcome email or thank you email to new contacts. If you already use a different automation to run a welcome email series, feel free to delete this action.
  3. The automation adds a deal record for the contact in your Google Sheets CRM spreadsheet. We recommend using ActiveCampaign’s free CRM spreadsheet template.
  4. The automation ends.

4. Google Sheets: Add Deal to Google Sheets CRM from Qualifying Event

This automation helps you make sure every contact in your Google Sheets CRM spreadsheet is qualified. ActiveCampaign’s free Google Sheets CRM template — and this automation — let you monitor your sales pipeline and track qualified leads.

When a contact completes an action that makes them a qualified lead, this automation adds them as a deal in your Google Sheets CRM spreadsheet. Those qualifying actions can include:

  • Viewing a pricing page
  • Setting up an appointment
  • Requesting a free quote
  • Submitting a form for more information
  • Anything that indicates that a contact is interested in learning more about — or even buying from — your business!

ActiveCampaign created a free Google Sheets CRM template that works with both Excel and Google Sheets. The Google Sheets CRM spreadsheet template keeps track of your sales pipeline by organizing your:

  • Contacts
  • Sales team
  • Opportunities
  • Lead status
  • Follow-ups
  • Deal value
  • Sales revenue
  • And more!

Once a contact fills out a form, this automation waits until the contact takes a qualifying action, then sends adds their information to your Google Sheets CRM spreadsheet.

Before you import this automation, set up your Google Sheets integration and download our free CRM template for Google Sheets.

Here’s how the “Add Deal to Google Sheets CRM from Qualifying Event” automation works:

  1. The automation is triggered when a contact submits a form to subscribe. You can change this trigger based on how you track subscriptions.
  2. A wait step waits until the contact takes a qualifying action, such as viewing a pricing page or setting up an appointment. All of the conditions listed in the automation recipe are examples and should be adjusted to real events that make leads qualified for your business.
  3. When the contact takes that qualifying action, the automation adds a deal record for the contact in your Google Sheets CRM spreadsheet. We recommend using ActiveCampaign’s free CRM spreadsheet template.
  4. The automation ends.

5. Google Sheets: Track Contact Re-engagement

Reach out to contacts who haven’t engaged with your email marketing in awhile — then track whether they engage with your re-engagement campaign.

This automation helps you organize contacts in your Google Sheets CRM based on whether or not they engage with your marketing. ActiveCampaign’s free Google Sheets CRM template — and this automation — let you monitor your sales pipeline and track lead engagement.

Send your contacts a re-engagement campaign 60 days after they last engaged with your content. Automating your re-engagement email lets you connect with past customers at the right time. For the best re-engagement emails, you can use:

  • An enticing re-engagement email subject line
  • Personalized email copy
  • Copy that targets their emotions
  • A promotion, giveaway, or special offer

After you send a contact a re-engagement email, a goal step tracks whether the contact engages with any of the emails in this automation. If the contact engages with an email, the automation adds them to the “Engaged” tab of your Google Sheets CRM spreadsheet.

If the contact remains unengaged, the automation sends them one more email before unsubscribing them from all lists and adding them to the “Unengaged” tab of your Google Sheets CRM spreadsheet.

Before you import this automation, set up your Google Sheets integration and download our free CRM template for Google Sheets. Make sure your Google Sheets CRM has a tab for “Engaged” contacts and a tab for “Unengaged” contacts.

Here’s how the “Google Sheets: Track Contact Re-engagement” automation works:

  1. The automation is triggered when 60 days have passed since a contact’s Last Engaged Date.
  2. The automation sends the contact a re-engagement email.
  3. The automation waits 7 days. You can adjust this wait step to the wait time of your choice.
  4. An If/Else condition checks whether or not the contact opened the re-engagement email. If the contact opened the re-engagement email, they move to the “Re-engaged” goal step. Throughout the automation, the “Re-engaged” goal step checks if a contact opens either email in the automation. If so, the contact moves to the goal step and the actions that follow.
  5. When a contact moves the the “Re-engaged” goal step, the automation adds them to the “Engaged” tab of your Google Sheets CRM spreadsheet.
  6. If the contact does not open the re-engagement email, the automation sends them a “Last Touch” email. This email lets the contact know this is the last time you will reach out before you remove them from your email list.
  7. The “Re-engaged” goal step continues to check whether the contact opens the “Last Touch” email or the re-engagement email.
  8. The automation waits 7 days.
  9. If the contact still hasn’t moved to the “Re-engaged” goal, the automation unsubscribes them from all lists and adds them to the “Unengaged” tab of your Google Sheets CRM spreadsheet.
  10. The automation ends.

6. Google Sheets: Custom Contact Reporting for Google Sheets

This automation lets you create and run powerful reports in Google Sheets based on your contacts’ behavior. Combined with ActiveCampaign’s Google Sheets integration, this automation helps you track leads and measure sales KPIs.

When you integrate Google Sheets with ActiveCampaign, you can create custom Google Sheets reports for your sales team. This reporting lets you track the KPIs that matter most to your business, like:

  • Lead engagement
  • Sales metrics
  • Contact information
  • Sales pipeline data
  • And much more!

Build reports with Google Sheets and ActiveCampaign to eliminate manual data entry and automatically track the data you need. Connect your ActiveCampaign account to Google Sheets spreadsheets, create triggers in automations, and seamlessly create or update rows of contact data in Google Sheets — no third-party connection required.

This automation is a basic template that you can customize for your reporting needs. Before you import this automation, set up your Google Sheets integration and build out the spreadsheet for this custom report, including any columns or tabs you’d like to add data to from ActiveCampaign.

Here’s how the “Custom Reporting for Google Sheets CRM” automation works:

  1. In our example, the automation is triggered when a contact visits a product page. We track site visits in a Google Sheets report. The automation creates entries based on a contact visiting a specific product page multiple times. Feel free to adjust the automation trigger and If/Else actions based on what you want to report, such as sales KPIs, ecommerce metrics, engagement numbers, etc.
  2. An If/Else step checks whether a contact has visited a product page exactly 1 time.
  3. If the contact has visited the product page exactly 1 time, the automation adds the contact to the “New Visitors” tab in our Google Sheets spreadsheet. Feel free to adjust this and all other Google Sheets actions based on what you choose to track.
  4. If the contact has not visited the product page exactly 1 time, another If/Else step checks whether a contact has visited the product page between 2 and 6 times.
  5. If the contact has visited the product page between 2 and 6 times, the automation adds them to the “Repeat Visitors” tab in our Google Sheets spreadsheet.
  6. If the contact has not visited the product page between 2 and 6 times, a third If/Else step checks whether the contact has visited the product page 16 times.
  7. If the contact has visited the product page 16 times, the automation adds them to the “High Repeat Visitors.” You can use this segment to run a campaign targeting contacts with high purchase intent.
  8. If the contact has not visited the product page 16 times, the automation ends.