Connect Exly and Google Sheets

Coaches and creators sell classes, workshops and consultations through Exly. Google Sheets is a simple place to keep rosters and see which leads went on to book. FlowMattic writes each captured lead and each booking into your sheet from your own WordPress site, and can mark a lead as converted when that person books.

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8 triggers 19 actions 6 example workflows 2 ready-made templates Unlimited runs

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When this happens in Exly2 triggers

Do this in Google Sheets19 actions

1. TriggerBooking Received

2. ActionAdd New Row

When Exly fires Booking Received, FlowMattic runs Add New Row in Google Sheets with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Exly and Google Sheets workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Ready-made template

Log every Exly booking in a sheet

Each booking adds a row with the customer, the offering and the amount paid, giving you one list for every class and session you sell.

Booking ReceivedAdd New Row

View the template

Keep a lead list from Exly

People who show interest but have not paid are added to a Leads tab, so you can call or message them before your next batch starts.

Lead CapturedAdd New Row

Mark a lead as converted when they book

Booking Received looks up the buyer's email on the Leads tab and sets the status to Booked, so the sheet shows which leads became paying students.

Booking ReceivedLookup Row DataUpdate Row

Give each class or workshop its own roster tab

A Router reads the offering name and writes the booking to that offering's tab, so each roster is ready to print or share with a co-host.

Booking ReceivedRouterAdd New Row

Write session dates in your local format

Date/Time Formatter turns the booking timestamp into a date and time your team reads at a glance before it goes into the roster.

Booking ReceivedDate/Time FormatterAdd New Row

Log a lead and send them your free guide

The lead is written to the sheet and Email (SMTP) sends a short note with a link to your guide or a trial session, from your own email address.

Lead CapturedAdd New RowEmail (SMTP)

Set up: bookings as rows

At the end, every booking received in Exly is recorded as a row in your roster sheet.

Set up the roster sheet
Create headers such as Name, Email, Phone, Offering, Amount and Booked on.
Add the connections
In FlowMattic Connects, add your Exly account and a Google account that can edit the roster.
Choose Booking Received
Start a workflow with the Exly Booking Received trigger and make a test booking so the fields are captured.
Fill the row
Add Google Sheets Add New Row, map the booking fields, test the step and switch the workflow on.

Import the ready-made template Beginner, about 5 min to set up

Exly app icon — Built on the FlowMattic canvas. Test each step with real data, then switch the workflow on.

From Exly	To Google Sheets
Customer name	Name
Email	Email
Phone	Phone
Offering title	Offering
Amount paid	Amount
Booking date	Booked on

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

Lead Captured and Booking Received are separate events. To match a lead to a later booking, store the email on both tabs and look it up.
Store emails in lowercase with Text Formatter so a lookup finds the lead even if the person typed capitals the second time.
The fields above are an example; the test booking shows what Exly sends for your offerings.

Exly

Integration page

Triggers (2)

Lead CapturedTriggers when a new lead is captured.
Booking ReceivedTriggers when a new booking is received.

Google Sheets

Integration page

Triggers (6)

New Spreadsheet RowTrigger when a new row is added to the spreadsheet
New Or Updated Spreadsheet RowTrigger when a row is updated in the spreadsheet
Deleted Spreadsheet RowTrigger when a row is deleted from the spreadsheet
Update Cell DataTrigger when any cell is updated in the spreadsheet
Update Specific Cell DataTrigger when a specific cell is updated in the spreadsheet
Update Specific Column ValueTrigger when a specific column value is updated in the spreadsheet

Actions (19)

Add New RowAdd a new row with mapped data
Update RowUpdate existing row in specific spreadsheet with mapped data
Delete RowDelete row by ID in specific spreadsheet
Clear Row DataClear data or row by ID in specific spreadsheet
Lookup Row DataSearch for data in specific spreadsheet
Get Cell DataGet data for particular cell in specific spreadsheet
Update Cell DataUpdate data for particular cell in specific spreadsheet
Get Row CountGet total number of rows in specific spreadsheet
Get Row DataGet rows data from the sheet based on specified range
Create Spreadsheet ColumnCreate a new column in specific spreadsheet
Create New SheetCreate a new sheet in specific spreadsheet
Import CSV or JSON to Existing SheetImport CSV or JSON data to existing sheet in specific spreadsheet
Copy SheetCopy a sheet to another or within the same spreadsheet
Get RowsRetrieve rows in JSON format for use with Iterator
Export sheet to CSVExport the selected sheet to CSV format and save to WordPress Media Library
Export Sheet to ExcelExport the spreadsheet to Excel (.xlsx) format and save to WordPress Media Library
Export Sheet to PDFExport the spreadsheet to PDF format and save to WordPress Media Library
Export Sheet to OpenDocumentExport the spreadsheet to OpenDocument (.ods) format and save to WordPress Media Library
Export Sheet to TSVExport the selected sheet to TSV format and save to WordPress Media Library

Why run this pair with FlowMattic

Exly and Google Sheets connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Rosters ready for each session

Co-hosts and assistants can open the roster tab for their class without access to your Exly dashboard.

See which leads turn into students

With leads and bookings in one spreadsheet, a status column shows how many enquiries from a launch went on to pay.

A busy launch costs the same

FlowMattic runs on your own WordPress site with unlimited runs, so a launch with hundreds of bookings needs no plan upgrade.

Common questions

Can I send Exly bookings to a different sheet for each program?

Yes. After Booking Received, add a Router with one path per program. Each path runs Add New Row against that program's spreadsheet or tab.

How do I know which Exly leads booked?

Log leads with Lead Captured. In a second workflow on Booking Received, run Lookup Row Data on the email and Update Row to set a Booked status.

Can I add bookings to a sheet I already use?

Yes. Pick that spreadsheet and tab in the Add New Row step and map the booking fields to your existing headers. New rows are added below the current ones.

Can a new lead get an email at the same time?

Yes. Add an Email (SMTP) step after the row is written. It sends from your own mail server, using the lead's name and email from Exly.

Did not find your answer? You can browse the help center or ask us directly.

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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Exly integration 1.0.0, Google Sheets integration 2.2.4.