- How to create new Loops contacts from newly added rows in Google Sheets
- 1. Create your playbook and set the Google Sheets trigger as "New row added"
- 2. Add the "Get or create contact" in Loops automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Loops and Google Sheets
- Related blog posts
How to create new Loops contacts from newly added rows in Google Sheets
Create your playbook and set the Google Sheets trigger as "New row added"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To set up this playbook, click "Add trigger" and then select "New row added" under Google Sheets. Then, select your desired sheet. This will allow your playbook to automatically detect the newly added row in Google Sheets and initiate necessary actions.
If this is your first time using a Google Sheets integration in Relay.app, a prompt will guide you through the connection process.
Add the "Get or create contact" in Loops automation
Integrate the Loops automation into your playbook to ensure the prompt creation of a new contact in Loops for each new row added in Google Sheets.
Click the "Add step" button, then locate the "Get or create contact" automation for Loops and input the mandatory and relevant details.
If your Loops account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Loops account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new contact in Loops. Once turned on, it will respond to each new row added in Google Sheets by creating a new contact in Loops without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.