Easily manage customer data with our Google Sheets connector by integrating your chat flow.
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This guide will show you how to seamlessly connect your chat interface with Google Sheets for efficient data storage and management.
Leverage our Google Sheets connector to streamline the process of storing and managing customer data from your chat flow. Follow this guide to ensure smooth integration between your conversational interface and Google Sheets.
Before starting, ensure your spreadsheet is set up with the necessary sheet and defined columns.
Here's a summary of the operations you can perform with the Google Sheet connector.
| Operation | Description |
|---|---|
Add New Row | Add a Row to the Google Sheet. |
Update Existing Row | Update Rows in a Sheet using a Reference Column. |
Fetch the Row Value | Fetch Row in a Sheet using a reference column. |
To begin, navigate to the Integrations section and click on Google Sheets.
To connect your Google account, click on 'Add New Connection' and provide a name for the connection.
When prompted, sign in to your Google account using the email that has owner access to the Google Sheet.
It's recommended to establish the Google Sheets connector at the beginning of the workflow to ensure all necessary details are collected efficiently.
Once the connection is established, navigate to the 'Select Existing Connection' tab. The connection you just created will appear at the top, followed by any previously established connections.
Select your connection, and it will direct you to select the action out of three listed - Add New Row, Update Existing Row and Fetch Row. Select 'Add New Row'
From the dropdown, select the spreadsheet where you want to store the data. Next, pick the specific sheet within that spreadsheet where the data will be added.
To add row values, first, select the column name (from the sheet you chose in the previous step) from the dropdown menu. For the value, choose the corresponding variable that holds the user input.
For instance, if the sheet has two columns—Name and Phone —you will map the variables to these columns to push the data for both fields into the selected sheet.
Click 'Save'. Once the bot is triggered and the customer responds, their data is captured in the Google Sheet.
This action allows you to modify existing data in a specific row.
Open the Google Sheets Connector, select Action - Update Existing Row.
From the dropdown, select the spreadsheet and specific sheet where you want to update the data.
For row values, select the column name (from the previously selected sheet) from the dropdown and map it to the variable containing the original value.
To update the row, select the same column name and provide the new variable that holds the updated information.
For example, if you need to update the Name column, select that column and input the new value.
After the bot is triggered and the customer responds, their updated data will be reflected in the Google Sheet.
To fetch specific data from a Google Sheet:
Open the Google Sheets Connector and select Action - Fetch Row Value.
Select the spreadsheet and the desired sheet from the dropdown list where you want to pull the data.
To reference row values, choose the column name from the sheet and select the variable that stores the value from the user.
For fetching row values, choose the column and the corresponding variable you want to retrieve.
You'll have two conditions after each action to handle the chat flow: On Success and On Fail Condition.
By integrating the Google Sheets connector into your chat flow, managing and retrieving customer data becomes easy and efficient. Whether you're fetching, updating, or adding new data, this seamless process enhances your workflow and supports data-driven decision-making.
