By connecting Google Sheets, your agent can look up the content of your spreadsheets while chatting (a catalog, a price list) and your new leads can be automatically registered as new rows in the sheet you choose.
What you getBy connecting Google Sheets, your agent can look up the content of your spreadsheets while chatting (a catalog, a price list) and your new leads can be automatically…
Before you startNote — Nothing to protect like a password There's no API key or token to copy in this integration: you just share your sheet with an email (non-sensitive data) and a…
In Google Sheets: sharing the sheet with the service accountRequirements: being the owner or having permission to share the sheet (section 2).
In Platform: connecting and registering the sheetRequirements: Admin role; having shared the sheet from section 3 (or doing it right after connecting — the order doesn't matter, as long as you share before trying …
Named connections and which actions to activateBesides the principal connection, Google Sheets supports named connections: several additional connections, each with its own registered sheets, meant for a specific…
Testing the connectionThe detail's Status tab includes a Test connection button that checks, on the spot, that the Platform's service account still has access.
Using it from the agent and from flowsWith the tools activated (section 5), your agent can look up your sheet while chatting:
Common problemsCan I have several sheets registered at once?
Disconnecting Google Sheets and what happens to your dataRequirements: Admin role.