Connecting ChatbotX to Google Sheets
1
Go to Settings
From the left sidebar, select Settings (the gear icon).
2
Select Integrations
Click the Integrations tab in the settings page navigation bar.
3
Connect Google Sheets
Find Google Sheets in the integrations list and click Connect. A new browser window opens asking you to log in to your Google account and grant ChatbotX the necessary permissions. Once confirmed, the status changes to Connected.
Setting Up Your Google Sheet
Before using any Google Sheets actions in a Flow, prepare your spreadsheet with column headers in the first row. For example, to collect customer data you might set up:- Column A: Full Name
- Column B: User ID
- Column C: Email
- Column D: Phone Number
Finding Google Sheets Actions in Flow Builder
Google Sheets features are only available inside Flows.1
Open a Flow
Select Flows from the left menu and open an existing Flow or create a new one.
2
Add an Actions block
Click on any message block and select Actions from the block options.
3
Select Google Sheets
In the list of available actions, click Google Sheets to open the spreadsheet actions menu.
The 5 Google Sheets Actions
1. Send Data
Inserts a new row at the bottom of the spreadsheet containing the customer’s contact information. How to configure: Select the Send Data action → choose the Spreadsheet Name and Worksheet Name → map the ChatbotX fields (Custom Fields, full name, phone number, etc.) to the corresponding column headers. Use case: When a customer completes a registration or order form in the chatbot, the Bot automatically appends their details to the last row of the spreadsheet so your sales team can follow up.2. Get Row
Looks up a specific row in the spreadsheet and saves values from that row into ChatbotX Custom Fields so you can display them to the customer or use them in the Flow. How to configure: Select Get Row → choose the spreadsheet and worksheet → select the Lookup Column → set the matching condition (the lookup column must equal the value of a specific Custom Field or Bot Field) → map the returned columns to Custom Fields. Real-world example: You run a mobile Food Truck that changes location frequently.- Create a spreadsheet with two columns:
Current LocationandCurrent Address. Set theCurrent Locationvalue toFoodTruck1. - Whenever you move, update the
Current Addressvalue directly in the spreadsheet from your phone. - In ChatbotX, create a static Bot Field named
Current Locationwith the valueFoodTruck1. - In your Flow, when a customer asks for your location, Get Row searches for the row where
Current LocationequalsFoodTruck1, fetches the address into theCurrent AddressCustom Field, and sends it to the customer. You never need to edit the Flow when you move.
3. Get Random Row
Selects a random row from the spreadsheet that meets your lookup condition and saves the content of that row to a Custom Field. How to configure: Select Get Random Row → choose the spreadsheet and worksheet → set the lookup column and lookup value to limit the eligible rows → map the selected row’s columns to Custom Fields. Real-world example: Setting up a lucky draw or random quiz:- Create a spreadsheet listing prizes or quiz questions.
- When a customer clicks a Spin or Play button in the Flow, the Bot uses Get Random Row to pick a random entry, saves the result to a Custom Field, and displays it to the customer instantly.
4. Update Row
Finds an existing row in the spreadsheet and updates it with new data, instead of creating a duplicate row. How to configure: Select Update Row → choose the spreadsheet and worksheet → select a unique, constant lookup column (such asUser ID or Phone Number) so the Bot finds the exact row → choose the Custom Fields to write into the matching columns.
Real-world example: A customer initially registers with only their name and User ID. In a later Flow, they provide their email address and phone number to receive a lead magnet. Update Row looks up the row where User ID matches the customer and fills in the new email and phone number, keeping your spreadsheet free of duplicates.
5. Clear Row
Clears all content in a matching row while keeping the empty row in place, so row indices and the structure of other rows are not disrupted. How to configure: Select Clear Row → choose the spreadsheet and worksheet → select the unique lookup column (such asUser ID) to identify the exact row to clear.
Real-world example: When a customer clicks an unsubscribe button or requests that their personal data be deleted, the Bot uses Clear Row to automatically wipe their information from the corresponding spreadsheet row.