Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)
Artisan IMG > Iterable (iterable) (ffb928bd-f458-4135-ae02-20bd93417948)

Export leads from a Google Sheet to Iterable


This is a 'Workflow' template which means that it is a single standalone workflow.

Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional


The purpose of this workflow is to capture leads from a Google Sheet and use these to create and update users in Iterable.

This workflow is fired every time a Gsheet ID is entered into a Tray Form:


To implement this workflow, you will need the following:

Getting Live

Click 'Use Template' to deploy the template in your chosen Workspace.

Then take the following steps to configure the workflow and start submitting leads for processing:

The workflow will then start the process of pulling the leads into Iterable.

End Result

Key workflow steps

The following diagram gives a simplified breakdown of the key steps in the workflow:


This Object Helpers step transforms the Google Sheet column headers into a standard object with fields in the following format:

First Name --> first_name

Last Name --> last_name

Lead Source --> lead_source


For each lead we will then have a simple object which can be easily accessed by later Iterable steps using jsonpaths such as $.steps.object-helpers-1.result.first_name:

Email validation

The lead’s email address is validated for the appropriate format

If the email address is invalid, the failure status will be written to the 'Import Status' column in the lead sheet:

Create / Update users

A search is made for an existing contact in Iterable using the lead’s email address as the unique identifier.

If a Iterable user does exist, the contact record is updated and the status of 'Success' is added to the 'Import Status' column in the Google Sheet.

If a Iterable user does not exist, a new contact record is created and the status of 'Success' is added to the 'Import Status' column in the Google Sheet.