Connect WhatsApp and Google Sheets to Collect Responses
Learn how to effortlessly manage customer data with our Google Sheet connector. Integrate your chat-flow with Google Sheets for a smooth process.
Overview
Unlock the potential of our Google Sheet connector to effortlessly store and manage customer data from your chat-flow. This guide will walk you through the seamless process, ensuring a smooth integration between your conversational interface and Google Sheets.
Make sure you have the spreadsheet ready with the sheet and columns defined.
Connect your Google sheet
Click on Connections from the left pane and select Google Sheet from the list as shown in the Gif below.
Click on any action out of four listed - Add new Row, Update Row, Fetch Row Value, and Fetch the first 10 Matched Row Values.
For clarity, we will choose the action - Add New Row.
Now Connect your Google account by clicking on Connect Now to create a New Connection and click on Save.
Sign in to Google will be prompted and you have to sign in using the email address the google sheet has owner access with.
The google sheet connector is recommended to be connected at the start of the flow to gather all the details.
Using the Google Sheets Connector
Add New Row
After you create a connection and Go to Select Existing Connection tab and you will see the connection that you created on top and the connections previously created after that. Click on the connection you created, and it will take you to edit the Action you choose previously - Add New Row.
Choose the spreadsheet form the drop-down in which you would like to push the data. Choose the sheet from the spreadsheet you want to paste the data.
To add the row values, you have to select the Column name (from the sheet you choose in the previous step) from the dropdown and for the value, you have to select the variable that you have defined to store the value from the user. For example: The sheet we selected has 3 columns - Name, Phone, and Email. We are pushing the data for all the three columns.
After bot gets triggered and the customer responds to it, that data will be captured in Google Sheet as shown below:
Update Row
This action is used when you want to update the data already in a particular row.
Go to Google sheet Connector click on Action - Update Row. Select the connection - Test you created before to edit the Action as shown in the below GIF.
Choose the spreadsheet form the drop-down for which you would like to update the data. Choose the sheet from the spreadsheet for which you want to update the data.
For the Row Values, you have to select the Column name (from the sheet you choose in the previous step) from the dropdown that you want to update and in the value choose the variable that had the previous value. For the Update Row Values, you have to select the same Column name(from the sheet you choose in the previous step) from the dropdown that you want to update and in the value choose the new variable that stores the new information you want to update.
For example: We will select the column - Name.
After bot gets triggered and the customer responds to it, that data will be updated in Google Sheet as shown below:
Fetch the Row Value
Go to Google sheet Connector click on Action - Fetch the Row Value. Select the connection - Test you created before to edit the Action as shown in the below GIF.
Choose the spreadsheet form the drop-down in which you would like to push the data. Choose the sheet from the spreadsheet you want to paste the data.
To choose the reference row values, you have to select the Column name (from the sheet you choose in the previous step) from the dropdown and for the value, you have to select the variable that you have defined to store the value from the user. For Get the Row Values, you have to select the Column name and the variable you would like to fetch.
Fetch the first 10 matched Row Value
Go to Google sheet Connector click on Action - Fetch the first 10 matched Row Value. Select the connection - Test you created before to edit the Action as shown in the below GIF.
Choose the spreadsheet form the drop-down in which you would like to push the data. Choose the sheet from the spreadsheet you want to paste the data.
To choose the reference row values, you have to select the Column name (from the sheet you choose in the previous step) from the dropdown and for the value, you have to select the variable that you have defined to store the value from the user. For Get the Row Values, you have to select the Column name and the variable you would like to fetch. Click on Save.
You will have two conditions after every Action to carry forward your chat-flow - one is On success and other is On Fail Condition.
With the Google Sheet connector seamlessly integrated into your chat-flow, managing and updating customer data becomes a breeze. Whether you're adding new rows, updating existing data, or fetching specific values, follow our step-by-step instructions to optimize your workflow and enhance data-driven decision-making.
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