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.Â
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.Â
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 :
Select Reply.io from the list of applications.Â
Select service as query.Â
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.Â
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 valueÂ
(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 mappingÂ
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* fieldsÂ
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.
Google Sheet to Reply.io – Synchronize
Select service as Synchronize Reply.io.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Reply.io.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and Reply.io.
Reply.io Wins
Google Sheet Wins
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
Select Reply.io Wins.
The latest updated data from Reply.io will be updated in Google Sheets.
Choose the spreadsheet to store data.
Select the required cell value.
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)
Click Execute to execute the data.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that is ready to be updated.
Furthermore, the number of data that needs to be updated into Reply.io will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully, the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
Google sheet Wins
Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into Reply.io.
Select the sheet to store the output.
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)
Click Execute to execute the data.
Click Save to save.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Furthermore, the number of data that needs to be updated into Reply.io will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
