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

> Synchronize data between Google Sheets and Reply.io - Synchronize

Reply.io

Sheet Director

Google Sheets

Setting Up Reply.io in Sheet Director

Choose App and Service :

Reply.io Configuration


Reply.io to Google Sheet Query

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to Reply.io – Post

Entity

Source Sheet

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)


Mapping

Sample Output

It will show the count of number of records posted successfully and failed to post.

Google Sheet to Reply.io – Synchronize

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in Reply.io.

Conflict Resolution: 

Reply.io Wins: Latest data from Reply.io will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in Reply.io.

Note: The major requirement in synchronization is to synchronize keys. If any of the keys is not having a value in the Google Sheet, then Sheet Director will create it first and then the service will be executed.

Reply.io Wins

Sample Output

Google sheet Wins

Sample Output