24.11.2023
321

Google Sheets and Telesign Integration: Automatic SMS Sending

Yuliia Zablotska
Author at ApiX-Drive
Reading time: ~10 min

Telesign is a platform for communication with potential and existing clients that has functionality for identifying them and promptly contacting them through various communication channels (for example, SMS, WhatsApp or Viber). It gives businesses the opportunity to create and maintain a client database, verify phone numbers, identify users, fight scammers, improve interaction with clients, and more. Google Sheets integration with Telesign will allow you to take this interaction to the next level by increasing its speed and quality. Connecting these systems will bring you increased sales and give your customers or clients a positive experience and a high level of satisfaction. You will understand where all this suddenly comes from when you find out what the essence of automation is.

Content:
1. How to Set up Google Sheets and Telesign Integration
2. How to Set up the Data Source – Google Sheets
3. How to Set up the Data Receiver – Telesign
4. How to Set up Auto-update
5. What will You get as a Result of Telesign and Google Sheets Integration
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Let's take a look at what happens as a result of the connection between Telesign and Google Sheets. Every time a new row with client data appears in your table, its contents will be automatically entered into the Telesign database in the format of a record, and the client will immediately receive an SMS message with the text that you have written in advance. See how convenient it is? This workflow automation will, first, allow you to save time by eliminating the need to manually enter customer contact information into the communication platform database. Secondly, you can avoid mistakes that can sometimes happen when copying hastily and carelessly. And thirdly, you will be able to increase both personal and team performance, as well as the quality of your work with clients. And another good news: you don't have to look anywhere for information on how to do this. In our article, you will learn how to set up Telesign integration with Google Sheets to automate the transfer of row contents from a spreadsheet to the platform's database.

Google Sheets and Telesign integration | Result of connecting platforms

How to Set up Google Sheets and Telesign Integration

So, we need customer data from Google Sheets to automatically flow into Telesign. Do you think that this is very difficult and that you can’t handle setting up and running this process? It's really not easy to do this yourself, but fortunately, you don't have to quickly master the intricacies of programming. The developers of the ApiX-Drive online connector have already taken care of everything. This no-code tool will help you, easily and literally in a few minutes, set up the integration of two systems, as well as many others, if you have such a need. ApiX-Drive has ready-made solutions for a wide range of programs: CRM systems, task managers, messengers, communication services, Google services and others.

Procedure:

  1. Decide on a Google spreadsheet from which you are going to transfer data to Telesign.
  2. Connect your Google Sheets account to the ApiX-Drive online connector and configure it according to the instructions.
  3. Connect your Telesign account to the ApiX-Drive online connector and make the necessary settings according to the instructions.
  4. Select the appropriate automatic update mode.

By doing all this in order, you will successfully trigger the automatic conversion of the contents of each new line in Google Sheets into a new entry in the Telesign database, accompanied by sending an SMS message with pre-compiled text to the potential client. Most likely, you already have a worksheet, so let's immediately move on to the next steps of Telesign and Google Sheets integration and consider them in more detail.

How to Set up the Data Source – Google Sheets

To set up Google Sheets + Telesign integration, create a new connection. Click on the green button.

Google Sheets and Telesign integration | Create a new connection


Select Google Sheets as the data source system. Click “Continue”. 

Google Sheets and Telesign integration | Select Google Sheets


Select the "Get ROWS (new)" action.

Google Sheets and Telesign integration | Select the "Get ROWS (new)" action


Connect your account in Google Sheets to the service ApiX-Drive. Click on the blue button.

Google Sheets and Telesign integration | Connect your account to the ApiX-Drive


Enter your username for your Google Sheets account. Click “Next”.

Google Sheets and Telesign integration | Enter your username


Enter your password for your Google Sheets account. Click “Next”.

Google Sheets and Telesign integration | Enter your password


Give ApiX-Drive permission to work with your account. Click “Continue”.

Google Sheets and Telesign integration | Give your permission to ApiX-Drive


When the connected account is displayed in the list, select it and click "Continue".

Google Sheets and Telesign integration | Select the connected account


Specify the file and sheet from which the data will be uploaded. In the field "Start data loading with row number", specify the row number from which you want to start loading data. Example: If you have 1,000 rows in your table and don't want to transfer all these rows, specify the number 999 to start loading from the last one. We have two rows in the table, so we will indicate 2. Click “Edit and continue”.

Google Sheets and Telesign integration | Specify the file, sheet, and the row number


Set up a data filter. In this case, click "Continue".

Google Sheets and Telesign integration | Click "Continue"


You see the test data that was just generated. If there is no data, try following the steps described earlier. If everything suits you, click "Continue".

Google Sheets and Telesign integration | The test data


The Google Sheets data source setup was completed successfully.

How to Set up the Data Receiver – Telesign

To set up Telesign + Google Sheets integration, move on to setting up data reception. Click “Start Configuring Data Destination”.

Google Sheets and Telesign integration | Click “Start Configuring Data Destination”


Select Telesign as the data receiving system. Click “Continue”. 

Google Sheets and Telesign integration | Select Telesign


Select the action "Send SMS". Click “Continue”.

Google Sheets and Telesign integration | Select the action "Send SMS"


Connect your Telesign account to the ApiX-Drive service. Click on the blue button.

Google Sheets and Telesign integration | Connect your account to the ApiX-Drive


Specify customer ID and API keys.

Google Sheets and Telesign integration | Specify customer ID and API keys


To get them, go to your personal Telesign account. Copy the customer ID and API keys.

Google Sheets and Telesign integration | Copy the customer ID and API keys


Paste customer ID and API keys into the appropriate fields in the ApiX-Drive system. When all fields are filled in, click "Continue".

Google Sheets and Telesign integration | Paste customer ID and API keys into the appropriate fields


When the connected account is displayed in the list, select it and click "Continue".

Google Sheets and Telesign integration | Select the connected account


Fill in the fields with variables from Google Sheets. To assign a variable, click on the field in which you need to transfer data and select the required variable from the drop-down list.

Google Sheets and Telesign integration | Fill in the fields with variables from Google Sheets


You can add variables and enter values manually. To go below, press "Enter".

Google Sheets and Telesign integration | Enter values manually


Select the message type for which SMS will be sent. When all fields are filled in, click "Edit and continue".

Google Sheets and Telesign integration | Select the message type


Here you see the test data that will be sent to Telesign. To check if the settings are correct, click "Send test data to Telesign".

Google Sheets and Telesign integration | The test data that will be sent to Telesign


Go to your Telesign account and check the result.

Google Sheets and Telesign integration | Check the result


If you are satisfied with everything, return to the ApiX-Drive service and click “Continue”.

Google Sheets and Telesign integration | Return to the ApiX-Drive service


The data reception setup has been successfully completed.

How to Set up Auto-update

In order for data transfer to occur automatically, configure auto-update. Click “Enable update”.

Google Sheets and Telesign integration | Click “Enable update”


Click on the gear button.

Google Sheets and Telesign integration | Click on the gear button


Select the interval for the operation of the connection. For example, once every 5 minutes. In addition, here you can change the name of the connection and assign it to the required group. Click “Continue”.

Google Sheets and Telesign integration | Select the interval

That's all. Congratulations! You have done it!

What will You get as a Result of Telesign and Google Sheets Integration

If you did everything according to our instructions, you should have successfully configured operational automation. Surely, you have already seen that each new line in Google Sheets that you fill out becomes a new contact in the Telesign communication service database, and this contact immediately receives an SMS message. Such automation is not only guaranteed to speed up your interaction with leads and existing clients, but will also make the work of both you and your department employees much easier.

Connect applications without developers in 5 minutes!

By the way, you will feel relief much earlier, even at the stage of setting up Google Sheets Telesign integration. Thanks to the ApiX-Drive service, with which you set up data transfer and automatic message sending, you will not need the help of third-party specialists or mastering programming. Our online connector will do everything in the best possible way. Its intuitive interface will allow you to connect the necessary systems in just a few minutes. Collect as many clients as possible in Google Sheets, and ApiX-Drive, which tracks them around the clock, will help you speed up your work with them and improve its efficiency.

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Apix-Drive is a simple and efficient system connector that will help you automate routine tasks and optimize business processes. You can save time and money, direct these resources to more important purposes. Test ApiX-Drive and make sure that this tool will relieve your employees and after 5 minutes of settings your business will start working faster.