Integrate Convertalk with Google Sheets

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Why Use Convertalk with Google Sheets?

• Real-time Data Sync – Automatically store chatbot conversations, leads, and customer queries in Google Sheets for easy tracking and analysis.
• Automated Workflows – Eliminate manual data entry by using Google Sheets as a backend for appointments, orders, feedback, and more.
• Instant Customer Engagement – Fetch and update customer details dynamically from Google Sheets to provide personalized responses.
• Effortless Integration – No coding or third-party tools required—simply connect and automate.
• Scalable & Flexible – Perfect for sales, support, marketing, and surveys, adapting to your unique business needs.

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Prerequisites:

1. Convertalk Account: The user must have an active Convertalk Account, and must have an active bot which they wish to connect.

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Step 1 of 4: Login to Convertalk Account and Select Application to Integrate

1. Login to your Convertalk account. Now, select and click the chatbot you want to integrate with Google Sheets. Click on the “Third-party Apps Integration”.
2. Go to Google Sheets integration either by:
   1. Searching for Google Sheets on the search bar available, or
   2. Scrolling down to Google Sheets.
3. Now Click On The ‘Connect’ Button As Shown
4. Click on the “Connect” button to continue to the integration.
5. Click on the “Sign-in with Google” to start the connection process.

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Step 2 of 4: Establish connection with your App

1. After you click the “Sign In With Google” button, it will redirect you to a Google login window. Here, fill out your account credentials and sign in.
2. Now, click allow for Convertalk to access your Google account.
3. After you click allow, the connection between Convertalk and Google Sheets is established, and you will be redirected back to Convertalk onto the following page.

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Step 3 of 4: Set up Mapping Parameters

1. Now, you need to map parameters (fields) of Google Sheets to the user response of the Convertalk question. In other words, you need to map the questions or custom attributes that will be saved to the Google Sheet. The fields that need to be entered are:
   • Title: This is the title of the spreadsheet that you wish to create.
   • Select a Default Sheet: Select in which you want the information to go to.
   • Select a Default Sub-Sheet: Select the tab/sub-sheet in which the information will be mapped.
   • Map Questions: Map the questions in the chatflow we wish to be stored in the spreadsheet.
   • Custom Attributes: If the chat has custom attributes, we can utilize them to store values over in spreadsheet.

2. If you have entered all the details correctly, you will see a notification that says, “Mapping successfully.
3. To test the integration, proceed to install the bot. Click on the top right “Install” button and go over to W3 schools, where we can run the copied code. This will show that the code has been copied and
   Your Google Sheets integration will show the message **Installed **in the Integration List.

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Step 4 of 4: Test your Integration Set up with Data

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FAQ’s

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Still Not Working, Let’s Troubleshoot!

• Wrong Mapping Set up - Your mapping with Convertalk Question and App parameter is either incorrect or you haven’t added any mandatory parameter.
• Free plan- You are not subscribed to the paid plan on Convertalk as integration works only in paid plan.