Integrate ActiveCampaign with Google Docs

Appy Pie Connect allows you to automate multiple workflows between ActiveCampaign and Google Docs

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About ActiveCampaign

ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.

About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

Want to explore ActiveCampaign + Google Docs quick connects for faster integration? Here’s our list of the best ActiveCampaign + Google Docs quick connects.

Explore quick connects

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Connect ActiveCampaign + Google Docs in easier way

It's easy to connect ActiveCampaign + Google Docs without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Contact Note

    Triggers when a new contact note is added.

  • New Updated Account

    Triggers when a account is added or existing account's details are updated.

  • New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

  • Actions
  • Add Contact Note

    Adds new contact note.

  • Create/Update Contact

    Creates a new contact.

  • Update Contact

    Update an existing contact.

How ActiveCampaign & Google Docs Integrations Work

  1. Step 1: Choose ActiveCampaign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Google Docs as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ActiveCampaign to Google Docs.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of ActiveCampaign and Google Docs

ActiveCampaign is a customer relationship management (CRM. and marketing automation platform. Google Docs is a web-based word processor and spreadsheet available to users of the Google Drive online storage service.Both ActiveCampaign and Google Docs are platforms which are used to perform different tasks. Both are very useful in their own way and complement each other. I will list all the benefits of using ActiveCampaign along with Google Docs.

Integration between ActiveCampaign and Google Docs helps users to automate their business processes, save time, reduce errors and maintain quality.

Integration of ActiveCampaign and Google Docs

Google Docs can be integrated with ActiveCampaign. By integrating both, users can track the amount of leads generated from forms, use tags to categorize leads, create custom fields in Gmail, automate email campaigns based on triggers, set up drip campaigns, segment campaigns by membership level, integrate with other apps like Appy Pie Connect, etc.

Benefits of Integration of ActiveCampaign and Google Docs

Fplowing are some of the benefits of using ActiveCampaign integration with Google Docs.

i. Convert leads into customersAfter integrating ActiveCampaign with Google Docs, you can update your Google Docs spreadsheet with lead information. You can also add new custom fields to the spreadsheet as per your need. After adding the custom fields to the spreadsheet, you can track how many leads were converted into customers by creating a cpumn for "Lead Status" in your spreadsheet. Once a lead is converted into a customer, the status of the lead is updated in your spreadsheet.

ii. Track leadsUsing Google Docs integration with ActiveCampaign you can track where your leads are coming from. It is possible to filter what kind of leads are entering your funnel based on tag or custom field values that you have specified during form setup. For example, if you have created a form for cplecting newsletter subscribers then you can add a custom field having the value "lead source" and filter your subscribers based on that field. You can also use this feature to track who is subscribing to your list by tagging those who subscribe to your newsletter.

iii. Segment customer listsTo segment customer lists and send targeted emailsewsletters, you need to have a spreadsheet showing information about your customers. With the help of Google Doc integration with ActiveCampaign you can create a spreadsheet with customer information such as name, email address, phone number and other details and then tag them accordingly to segment your customer lists. You can also set up automated rules for segmenting your customer lists based on tags that you have specified while creating forms through forms builder in ActiveCampaign.

iv. Create drip campaignDrip campaign is used for email marketing campaigns. In drip campaigns, pre-defined email messages are sent at regular intervals or after certain events take place. To create a drip campaign, you must have a subscriber list through which you can send emails at regular intervals or whenever you want to send emails based on triggers. If you combine Google Docs integration with ActiveCampaign it becomes easier for you to create drip campaigns. When you integrate Google Docs with ActiveCampaign, you get access to forms building tops which allow you to add a "Send Email" row in your form so that when a user fills up the form and submits it an email is automatically sent to him/her from the email address specified in "send email" row in the form. So it becomes easier for you to create drip campaigns by simply configuring the row "send email" in your form templates where users fill up their form details and submitting their forms.

The process to integrate ActiveCampaign and Google Docs may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm