Connect ChatBot with Google Sheets

Zapier lets you connect ChatBot with many apps and 3rd party services, including Google Sheets, and lets you use the bot’s full potential. 

By integrating ChatBot and Google Sheets, you can gather the user’s details in the spreadsheet each time the bot collects the information while chatting.

You must collect the user’s queries as attributes for the Zapier integration to work. Follow this article to see how to prepare your Story.

ChatBot app configuration

The first part of the integration enables you to choose the correct Story from your ChatBot account, then choose the correct block from the Story and the pieces of information you’d like to see in the worksheet. 

You can start the configuration in the ChatBot app Zapier integration section.

How to prepare a Google Sheet Worksheet

Before you start configuring the Google Sheets app, remember to add headers to your worksheet. You need to select where the attributes should be saved in the worksheet.

Google Sheets Zap configuration

After you finish the first configuration stage, you must configure the rest of the Zap. You can do that after you click the Continue button in the first stage of the configuration.

1. Click the Close button.
   

2. Choose an app. If you wish to change the app, you can do that now.
   

3. Choose an event (what should happen in the sheet once the integration is triggered) from the list.
   

4. Choose a Google Sheets account from the list.
   

5. Choose the Drive, Spreadsheet, and Worksheet to which the integration should pass the attributes.
   

6. Select which attribute should be saved under which header.
   

7. Continue after you select all of the needed attributes.
   

8. Test the integration. You can see all of the pieces of information chosen in the previous step.
   

9. The test was a success. You can see the location of the attributes in the worksheet.
   

10. Check the test attributes sent to the worksheet.
    

11. Turn the Zap on now.
    

12. Active Zaps will be visible in the Zapier integration section of the ChatBot app.
    

13. Your active Zap will appear in the Story as an orange Zapier block. Remember to publish the Story.
    

You can find the Zapier block after the block you chose during the configuration of the ChatBot account.

You can find the Zapier block after the block you chose during the configuration of the ChatBot account.

Editing the Zap

If you want to change the created Zap, click on the Zap in the ChatBot Zapier integration section. Alternatively, you can click the Zapier block directly on your bot’s tree. 

You will be redirected to the Zapier site, where you can edit previously created Zaps.

Remember to turn your Zap off and on again after you make any changes to it. Don’t forget to click the Publish button in ChatBot each time you edit the Zap.

Remember to turn your Zap off and on again after you make any changes to it. Don’t forget to click the Publish button in ChatBot each time you edit the Zap.