Help Center | HUXLEY | Premium Triggers and Actions

Premium Triggers and Actions - Workflow Action: Google Sheets

Danny Stoffers

Last Update a year ago

Google Sheets is a versatile tool for managing data, and with each update, it becomes more powerful. One of the recent additions to its capabilities is the ability to perform a lookup across multiple rows, enhancing your workflow efficiency. This new feature allows users to retrieve multiple rows of data from Google Sheets based on specified criteria, opening up a range of possibilities for data analysis and manipulation.

How to Use the Feature

Using the new "Lookup Multiple Sheets Row" action in Google Sheets within HUXLEY is straightforward. Here's a step-by-step guide:

1. Access Workflow: Begin by accessing the workflow section within HUXLEY platform. This is where you can create and manage automated processes.

2. Add Action: In the workflow editor, click the plus icon to add a new action.

3. Select Google Sheets Action: From the list of available actions, choose the Google Sheets action category.This is a premium action.

4. Specify Details: Select the Google account connected to your Sheets, followed by the appropriate drive, spreadsheet, and worksheet containing the data you want to access.

5. Choose Search Options: You'll now have the option to define your search criteria, such as the starting point within the sheet, the specific values to look for, and whether to consider case sensitivity.

6. Set Row Limit: Determine how many rows you want the action to retrieve based on your search criteria.

7. Additional Options: Explore additional options like creating a new spreadsheet row if the desired data doesn't exist.

8. Update Multiple Spreadsheet Row(s) Action:

Select "Update Multiple Spreadsheet Row(s)" from the Action dropdown menu within your workflow setup.

Account and Spreadsheet Selection:

Choose the integrated Google account from which you want to access the spreadsheet.

Select the drive containing your spreadsheet.

Choose the specific spreadsheet and worksheet where you want to update data.

Specify Row Range:
Enter the starting row number from which you would like to update the sheet.

Select Start and End Columns:

Determine the start and end columns within the worksheet where your data should be updated.

Our system automatically considers the first row of the sheet as the header row, ensuring accurate mapping of data to the correct columns.

Refresh Headers:

If necessary, click the "Refresh Headers" button to fetch the latest header values from the sheet.

This ensures that your data is correctly mapped to the appropriate columns, keeping your workflow up-to-date with the latest sheet configurations.

1. Publish Workflow: Once configured, publish your workflow to activate the feature.

NOTE: For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

2. Execute: Once all parameters are set, execute the action to retrieve the specified rows from Google Sheets.

Benefits of the Feature

The ability to lookup multiple rows in Google Sheets brings several benefits to CRM users:

Enhanced Data Extraction: Instead of being limited to retrieving a single row of data, users can now extract multiple rows based on specified criteria, allowing for more comprehensive data analysis.
Improved Lead Management: With the ability to find leads that match specific criteria across multiple rows, CRM users can streamline lead management processes and identify valuable prospects more efficiently.
Increased Workflow Flexibility: By enabling users to operate on multiple rows of data simultaneously, this feature enhances workflow flexibility, making it easier to perform bulk actions and automate repetitive tasks.
Enhanced Data Manipulation: Whether it's categorizing data, segmenting leads, or performing actions based on specific values, the ability to lookup multiple rows facilitates more granular data manipulation within Google Sheets.

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