How to integrate RD Marketing with Google Sheets?
本帖最后由 mimparvin11 于 2023-9-14 17:52 编辑Station Marketing leads by adding leads into lines in a Google Sheets spreadsheet,with a conversion event and tags created by you or your team. This integration, however, guarantees practicality and automation in this marketing process, as well as optimizing your team's time and effort. Furthermore, with this integration you can send all the leads in your database that meet a prerequisite defined by you in an automation flow to a Google Sheets spreadsheet. You can also, for example, send only leads from a certain segmentation and/or that convert in a specific event to the spreadsheet. Requirements and observations Have an RD Station Marketing plan; Be a Google Sheets user.
Create an account at Pluga. Step by step to carry out the integration Learn how to send leads from RD Station Marketing to a Google SpreadSheets spreadsheet Add leads to RD Station Marketing from a Google SpreadSheets spreadsheet How to send leads from RD Station Marketing to a Google Sheets spreadsheet Below, we will teach you the steps Phone Number List to complete the integration, but if you prefer, watch the step-by-step videohere . First, create anew spreadsheetin Google SpreadSheets anddo not enter any information into it . Just give the spreadsheet and the page where the data will be inserted a name; Soon after, access Pluga's automation:When the lead reaches a certain step in the RD Station Marketing automation flow, register it in a Google Sheets spreadsheet .
https://gilists.com/wp-content/uploads/2023/09/image_2023_09_10T08_53_14_116Z.png
Connect your RD Station Marketing and Google Sheets account by clickingChoose , as shown in the image below: So, after connecting your RD Station Marketing account to Pluga, you will notice that a URL (webhook) will be generated. You will need to copy this URL and include it in: 1. Or anRD Station Marketing automation flow , in theSend to Integration URL action . See the image below: 2. Or, if you prefer, you cancreate a webhookin RD Station Marketing. Click on Your company name > Integrations > Webhooks (configure) > Create Webhook > and, inURL , paste the Pluga URL. See the image: After adding the integration URL to your RD Station Marketing, go back to Pluga and clickContinue ; Then, select the spreadsheet you created and the page where you want to send your RD Station Marketing information; This way, map the columns and information you want to send from RD Station Marketing to your spreadsheet.
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