Reply.io
Google Sheets + Reply.io Integration
Query from Reply.io into Google Sheets, or Post data from Google Sheets into Reply.io
What is Sheet Director?
Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, PayPal, etc.
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.
What is Reply.io?
Reply.io is the AI-first sales engagement platform that helps SDR teams find new prospects, engage them through multiple channels, and create new opportunities at scale while keeping every touchpoint personal.
Reply.io to Google Sheets: Use Case(s)
> Pull all data from Reply.io entity and store it into a spreadsheet - Query
> Push all data from spreadsheet to Reply.io - Post
Reply.io
Sheet Director
Google Sheets
Setting Up Reply.io in Sheet Director
Choose App and Service :
Select Reply.io from the list of applications.
Select service as query.
Reply.io Configuration
Provide Reply.io API Key.
Click on connect to Reply.io to authenticate so, that you can pull data.
Reply.io to Google Sheet – Query
If Reply.io is connected successfully, the following screen appears.
Select the required entity.
Select the required fields.
Enter the Max results required.
Destination Settings:
Configure the destination settings to save the executed data.
Scheduler Settings:
Switch on Run automatically to execute services automatically in background.
Notification Settings:
Configure the Notification settings to setup the email templates and add attachments.
Click on execute to pull the data into sheet
Click save to save the service
Sample Output
Google Sheet to Reply.io – Post
Entity
Select the entity object that you need to post to
Select Apply Template or Setup Mapping
Select Apply Template to add a default template.
Select Setup Manually to select manually.
Source Sheet
Choose the sheet that contains post records.
Enter the Start at cell value
(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)
Select the Status column
If the status column is not there, simply click the + button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the + button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Mapping
After selecting the entity it will ask for intelligent mapping
If you need to do intelligent mapping click on yes
Intelligent mapping will map the matching fields automatically
You can do manual mapping by selecting the Column drop-down
You can delete the field by clicking on delete icon at top of each field map
You can't delete mandatory* fields
Click on execute will ask for confirmation
Click save to save the service
It will show the number of records ready to post
Click post now to post the records on Reply.io.
Sample Output
It will show the count of number of records posted successfully and failed to post.
