---
title: SMS Review Request with Google Sheet
slug: sms-review-request-with-google-sheet
createdAt: 2024-04-09T19:59:07.323Z
---

Link your Google Sheet file containing customers' details to the platform for automated review requests SMS. Maintain a Google Sheet file with 2 columns: "Name" and "Phone Number." Whenever new clients are acquired, populate the Google Sheet with their contact details.

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You can copy a template to your Google Drive using a [link here](https://docs.google.com/spreadsheets/d/1_FaPmWZ4RSKMRlhzpL7uTpz81K3Fc9sLo7LMUqycaHg/edit?usp=drive_link)

Note! You can add other variables into this template by adding new column header and input value on the next row.

***

::Image[]{src="https://cdn.livechat-files.com/api/file/kb/file/15234906/768ad3bd04-c0c30c3287bf0b57bf25.png" size="50" width="351" height="272" position="flex-start" showCaption="false"}

**Automation Configuration Steps**

- On the left panel, click on "Automate."
- In the Automate settings page, go to "Your Automations" -> "Automations."
- Click on "New Automation" to initiate the setup process.

![](https://cdn.livechat-files.com/api/file/kb/file/15234906/b3df364cec-d809cf08b2d492351b8b.png)

- Rename the automation as you prefer, for example, "Send SMS."
- Add a trigger: Choose an app (in this case Google Sheet) to send your data and select an event to initiate your automation. (See "Add a Trigger" below for more details)
- Add an action: Choose an app (in this case Online Reviews) to receive your data and specify an action to perform automatically. (See "Add an Action" below for more details)

![](https://cdn.livechat-files.com/api/file/kb/file/15234906/ec8e9e8f83-09a8a6fe549dc95d1b40.png)

**Add a Trigger:**

- Choose an app (Google Sheets) to send your data.
- Choose an event (New row created) to trigger your automation.
- Click on "Connect your Google Sheets account," then "Add a connection."
  - **In the "Create a connection to Google Sheets" pop-up:**
    - Create a unique name for your connection, then click continue. We recommend using different names for your connections to avoid confusion. You can change this later.

![](https://cdn.livechat-files.com/api/file/kb/file/15234906/5ebe937292-9cfe8296a2fe7394ff5d.png)

- Click "Sign in with Google," then select the Google account you will be using.

::Image[]{src="https://cdn.livechat-files.com/api/file/kb/file/15234906/902a3607e4-d79bda4d922fd3f4a279.png" size="60" width="376" height="211" position="flex-start" showCaption="false"}

- Click "Allow" to give permission to the app to access your account.

::Image[]{src="https://cdn.livechat-files.com/api/file/kb/file/15234906/0437ce02ad-05cc34ab513d221537a4.png" size="60" width="509" height="478" position="flex-start" showCaption="false"}

- Select the **Spreadsheet **and **Spreadsheet sheet **you will be using.
- Click "Add trigger" and then save the settings.

![](https://cdn.livechat-files.com/api/file/kb/file/15234906/47b2364526-6c16180657f873295ab6.png)

**Additional Filters, Actions and Features**

- Additionally, you can enhance your automation by adding more action, adding filters or using tools to introduce features such as time delay. Time delay postpones an action for a period determined by the user, allowing the flexibility to schedule the next step in the automation.



![](https://cdn.livechat-files.com/api/file/kb/file/15234906/0317e76a72-acbc5870b0714a2f058f.png)

**Adding an Action**

- Click on "**Add action**." In the Add Action Settings Pop-up: 
- Choose an app (in this case, Online Reviews) to receive the data.
- Choose an action (in this case, Send SMS) you want to perform.
- Connect your Online Reviews account; leave this option as it is.
- Click "Add an action" to save the changes.

![](https://cdn.livechat-files.com/api/file/kb/file/15234906/9cb021d907-a4ff41703f0970ba0631.png)

- **Afterward: **An "Online Reviews: Send SMS" pop-up will appear. Match the fields with their corresponding fields in your Google sheet as shown in the image below.

![](https://cdn.livechat-files.com/api/file/kb/file/15234906/aaa39ce032-c4f346f8f69c56e11be6.png)

The automation setup is complete. Click on "**Start**" to launch it.

![](https://cdn.livechat-files.com/api/file/kb/file/15234906/3c8f7463ba-694898a1f51c0b0e60cc.png)

The below confirmation message will be shown indicating your automation is complete and on. You can either go to the main screen or check the automation logs.

::Image[]{src="https://cdn.livechat-files.com/api/file/kb/file/15234906/88b1ec974b-4e0ae01c9b92b3ae265b.png" size="50" width="348" height="240" position="flex-start" showCaption="false"}