#CHATBOT GOOGLE SHEETS HOW TO#
#CHATBOT GOOGLE SHEETS FULL#
#CHATBOT GOOGLE SHEETS DOWNLOAD#

So our trigger zap is going to be a custom web hook. Most of the time people use zap to send data from, let’s say, HubSpot to Google sheets or whatever.īut we’re going to be using a custom webhook, which is what we’re going to be using to send data through - from Customers.ai into a Google sheet. Zapier works through choosing a trigger aap and choosing an action aap. I’m just going to continue as Isaac, and I’m just going to log into my Zapier account here.Īnd I’m going to go ahead and click ‘Make a Zap’Īnd now I am in my Zapier zaps setup workflow. The next we’re going to do is create a Zapier account, or you’re going to log into your Zapier account if you already have one. As long as an attribute in the contacts database, we could send that to Google sheets through a connection. I’m going to have first name, last name, email, job title and company name, is that the last one we had?Īnd to double check the data I want, company name, okay? So first name, last name, email, job title, company name.Īnd again, remember, we could have any other custom attributes be sent over that we’ve been collecting through Customers.ai as long as it’s in the contacts database. So I’m going to go over to a blank Google sheet that I have set up, and I’m going to title this sheet and I’m going to call it ‘Customers.ai connections eBook data’, okay?Īnd obviously, your names on the sheet would be something different, something steps and columns. So I’m going to go over to Google sheets. So I need to first - so the next step is to go ahead and actually create a Google sheet that we’re going to use with the proper column setup. And we’re just going to assume that those are the important metrics that we want to get into Google sheet along with first name and last name. I have - and then the next question asks for a job title, and the next question asks for a company name. So I have a form widget that asks for email. I’m just using the form widget to illustrate this, to show you how it might look in the real world. Keep in mind, you don’t have to have a form to send data to Google sheets, you could send any attributes, any characteristics, from any audience to Google sheets. So we have a very simple text widget that asks - that prompts the user to answer a few questions.Īnd then we have a form widget.

#CHATBOT GOOGLE SHEETS DOWNLOAD#

So for example, let’s say, we have a chatbot flow that is getting people to download an e-book, and we want to collect information through a form.

And I just labeled this page the e-book form for Google sheets for the sake of illustration. So I went to my page builder and I created a connections group, which is just a test. So first things first, what data am I sending to Google sheet?

So let’s go jump into the Customers.ai dashboard, and we’ll walk through this step-by-step.

#CHATBOT GOOGLE SHEETS HOW TO#

It might be connected up with other systems, it might be used to log daily performance, it might be used to figure out marketing costs from other channels, whatever it may be.Ī lot of times you want to get that information into a Google sheet, and I’m going to show you how to do that with Customers.ai. Once you have data in Google sheets, you can do all sorts of things with it. Very, very powerful connection, very commonly used. In this lecture, I’m going to teach you step-by-step how to create a connection in Customers.ai that sends form submission data to a Google sheet?

#CHATBOT GOOGLE SHEETS FULL#

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Below is a transcript of the Chatbot Marketing Training Course by Customers.ai and Isaac Rudansky, of Adventure Media.

Chatbot google sheets