How to integrate chatbots with Google Sheets
By integrating with Google Sheets, you can transfer data between your chatbots and Google Sheets when subscribers interact with your chatbots. This allows you to track and organize client requests in spreadsheets, update their information, and retrieve real-time data.
Let’s talk about how to integrate SendPulse’s chatbot builder with Google Sheets.
Add your Google account
You can add your Google account in Bot Settings or in the Action element.
Go to Bot Settings > Integrations, and next to Google Sheets, click Grant access.
In the next window, read and consent to the Terms of Service and Privacy Policy, and click Sign in with Google.
Sign in to the Google account you want to add, and click Continue. Allow SendPulse Sheets Integration to view and edit your spreadsheets and files, and click Continue.
You might also see a Google prompt requesting permission to use your cookie data.
Next, select the Google Sheets spreadsheets to which you want to give access. You can use the search bar to find your spreadsheets quickly.
Note that once you integrate with Google Sheets, you will not be able to change your selected spreadsheets' access options. If you want to add a new file or delete an existing one, you'll need to disconnect the integration and then reconnect it.
To disconnect the integration, go to Bot settings > Integrations, and next to Google Sheets, click the three dots, and select Unlink Google Sheet integration.
Configure your chatbot flow actions
Go to the chatbot flow builder, add the Action element, and select an action. Then, go to the element’s settings. If you have not added your Google account in the integration settings, follow the instructions in the first section of this article to do so.
Insert Google Sheets row
This action creates a new row with user data in your selected Google Sheets spreadsheet.
For example, you can collect users’ order data in your chatbots and update your Google Sheets database.
Select the spreadsheet and tab where you want to store user data.
Next, map your Google Sheets columns to chatbot variables. In the Variable field, select a chatbot variable, and next to it in the Column title in Google Sheet field, select where you want to add its value.
You can map only one chatbot variable to one Google Sheets column. To unmap a Google Sheets column, click the trash can icon next to it.
Find and Update Google Sheets row
This action updates user data in an existing row of your selected Google Sheets spreadsheet.
For example, you can collect users’ order data in your chatbots and update your Google Sheets database.
Select the spreadsheet and tab where you want to update user data.
Configure row search. In the Select a cell in the column field, select the column where you want to find the value indicated in the That contains the value field. You can enter your own value or select a chatbot variable.
Row search helps identify your subscribers to update their data. If you use variables to identify subscribers, you can use their email addresses, phone numbers, Contact IDs, or other data in your Google Sheets spreadsheet and chatbot variable.
If you enter your own value, you can identify subscribers using certain shared attributes instead of personal user data.
Next, map your Google Sheets columns to chatbot variables. In the Variable field, select a chatbot variable, and next to it in the Column title in Google Sheet field, select where you want to add its value.
You can map only one chatbot variable to one Google Sheets column. To unmap a Google Sheets column, click the trash can icon next to it. Note that if you do so, you will not be able to use this column to find values.
To create a new row if an existing one is not found, select the checkbox.
Retrieve data from a Google Sheet row
This action searches for user data in Google Sheets and saves it to subscribers’ chatbot variables.
For example, you can use this action to add updated user or order data to your Message element or structure your flow accordingly.
Select the spreadsheet and tab where you need to retrieve data.
Configure row search. In the Select a cell in the column field, select the column where you want to find the value indicated in the That contains in the value field. You can enter your own value or select a chatbot variable.
Row search helps identify your subscribers to update their data. If you use variables to identify subscribers, you can use their phone numbers, Contact IDs, Order IDs, or other data in your Google Sheets spreadsheet and chatbot variable.
If you enter your own value, you can identify subscribers using certain shared attributes instead of personal user data.
Next, map your Google Sheets columns to chatbot variables. In the Variable field, select a chatbot variable, and next to it in the Column title in Google Sheet field, select where you want to add its value.
You can map only one chatbot variable to one Google Sheets column. To unmap a Google Sheets column, click the trash can icon next to it. Note that if you do so, you will not be able to use this column to find values.
Apply the settings and save your chatbot flow
Once you have configured the Action element, click Apply. Then, add and set up other chatbot flow elements, and save your flow.
The system will trigger an action (add a new row, update an existing one, or retrieve a value) once a subscriber reaches the Action element with this action configured.
Last Updated: 29.03.2024
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