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How to send contact data to a Google Sheets spreadsheet from a workflow

In the workflow, click + and add the Google Sheets action. Connect your Google account, pick the drive, the spreadsheet and the worksheet, click Refresh Headers and map each column to a contact field. Save the action and publish: every contact that goes through creates a new row.

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Before you start

  • Have a Google account with access to the spreadsheet you'll use.
  • Prepare the sheet: in the first row, type the column titles (e.g. Name, Email, Phone, Source). That row is the header the workflow reads.
  • Check the exact name of the file and of the worksheet tab.
Where to find it

Automation › Workflows › (open the workflow) › + › Google Sheets

Step by step

Create one row per contact

  1. Open the workflow and click the + where you want to record the data.
  2. Search for Google Sheets and choose the Create Spreadsheet Row operation.
  3. In Google Account, pick the connected account. If there's none yet, click to connect, sign in to Google and authorize the connection.
  4. Choose the Drive, the Spreadsheet and the Worksheet.
  5. Click Refresh Headers to load the titles from the first row.
  6. Pick the Starting Column and Ending Column the workflow should fill in.
  7. For each column, choose the contact data to record (name, email, phone, custom field…).
  8. Click Save Action and publish. The new row is appended at the bottom of the sheet.

Find and update a contact's row

  1. Add the Google Sheets action with the Lookup Spreadsheet Row operation.
  2. Pick the account, spreadsheet and worksheet, and set the column and value to search for (e.g. column "Email" equals the contact's email).
  3. Right after it, add another Google Sheets action with the Update Spreadsheet Row Using Lookup operation.
  4. Map the columns to the new values (e.g. column "Stage" = "Customer").
  5. Save the action and publish. The row found by the lookup is updated; the others stay as they are.

Tips

  • If you change column titles or their order in the sheet, go back to the action and click Refresh Headers; otherwise data lands in the wrong column.
  • Values found by a lookup are available as variables in the following actions and can be used in an If/Else (e.g. "if the row exists, update; else, create").
  • The delete operation clears the row's contents but doesn't remove the row from the sheet.

Common problems

  • No columns show up to map → The first row of the sheet is empty or the column range is wrong. Fill in the headers, click Refresh Headers and check the starting and ending columns.
  • The action fails with an access error → The connected Google account doesn't have access to the sheet. Share the sheet with that account or connect the right account.
  • The lookup doesn't find the row → The searched value isn't exactly the same as in the sheet (spaces, capitalization). Normalize the data, for example by searching by email.
  • Duplicate rows get created → The workflow is running more than once for the same contact. Run a lookup first and update if the row already exists, or review the workflow's re-entry settings.

Frequently asked questions

Can I record several contacts at once in the same row?

No. Each contact goes through the workflow on its own and creates or updates its own row.

Can I share the sheet with my team?

Yes. It's a regular Google sheet: share it like any other file.

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