From a conversation to Google Sheets
Read values from a connected spreadsheet or append a row through a configured workflow. Define the file, columns and permissions so follow-up details reach the right place.
Use a spreadsheet for follow-up
The integration can read values and append rows in files available to the connected account. For example, record the customer name, channel and interest collected by the team or agent in a follow-up row.
Prepare your data
Choose a dedicated file and define column names and types. Decide how to handle phone numbers, dates, missing fields and duplicate customers.
Test the path
Connect Google
Use an account authorized to access the intended file.
Select the range
Choose the spreadsheet, sheet and columns needed by the workflow.
Map fields
Map conversation data to columns and send non-sensitive test data.
Review the result
Check the row and values, then test missing permissions and duplicate handling.