Google Sheets Integration Guide

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Google Sheets Integration Guide

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ChatFlow can automatically send connection data to Google Sheets, making it easy to track and analyze your chatbot’s interactions. Here’s how to set up the integration:

Step 1: Access the Integrations Page

  1. Log into your ChatFlow dashboard
  2. Navigate to your chatbot’s settings
  3. Click on Connect at the top of the page
  4. Select the Integrations tab from the options

Step 2: Connect to Google Sheets

  1. In the integrations grid, locate the Google Sheets card
  2. Click the Connect button under the Google Sheets integration
  3. You’ll be redirected to Google’s sign-in page

Step 3: Authorize ChatFlow

  1. Select or sign in to your Google account
  2. Review the permissions requested by ChatFlow
  3. Click Allow to grant access
  4. You’ll be redirected back to ChatFlow

Step 4: Configure Your Spreadsheet (Required)

After connecting, you’ll notice an “Action Required” indicator on the Google Sheets card.

  1. Click the Settings icon on the Google Sheets integration card
  2. In the settings dialog, enter the URL of your Google Sheet
  • This should be the full URL of the spreadsheet where you want to store your data
  • Example: https://docs.google.com/spreadsheets/d/your-spreadsheet-id/edit
  1. Click Save to confirm

Step 5: Start Using the Integration

Once configured, ChatFlow will automatically:

  • Send connection data to your specified Google Sheet
  • Update in real-time as new interactions occur

The following data will be added to your spreadsheet:

  1. connection_type: Indicates the type of interaction (e.g., lead, feedback)
  2. name: Contact’s full name
  3. email: Contact’s email address
  4. context: The conversation context or message
  5. phone: Contact’s phone number (if provided)

Note: You should ensure your spreadsheet has these columns ready. ChatFlow will append new data starting from row A1.

Managing Your Integration

You can manage your Google Sheets integration at any time:

  • Return to the Integrations page to check connection status
  • Click the Settings icon to modify the spreadsheet URL
  • Use the Disconnect button to remove the integration

Note: Make sure the Google account you use has edit access to the spreadsheet you specify. If you encounter any issues, verify your spreadsheet permissions and URL are correct.