Integrate SkooBot with Google Sheets
This page contains the stepwise tutorial for the integration with SkooBot
Last updated
This page contains the stepwise tutorial for the integration with SkooBot
Last updated
a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with Google Sheets. Click on the ‘Integrate tab.’
b. The Integrate Window Will Open up. Select the ‘All Integrations’ Tab.
c. A list of all native integrations for SkooBot will be available in this window.
d. Now find Google Sheets by:-
Either by scrolling down the list or,
by typing ‘Google Sheets’ in the Search Box with the placeholder “Search Integration By Name”
e. Now Click On The ‘Connect’ Button As Shown
f. As you connect, an Interface, as shown below, will open up. To complete the process,
you just need to Sign In with your Google account.
a. 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.
b. Now, click allow for SkooBot to access your Google account.
c. After you click allow, the connection between SkooBot and Google Sheets is established,and you will be redirected back to SkooBot.
a. Now, as connection of the SkooBot and Google Sheets is established, you need to map parameters (fields) of Google Sheets to the user response of the SkooBot question.
Title will be the Title of the worksheet spreadsheet that you wish to create and then parameters to be added
You can use the +Add Parameters button to add more fields.
For example, you select a question from All bot questions/components: Please provide your name?
Then, you map it with the parameter -Name
As a result, this mapping will enable integration to send the user's response from SkooBot to the Google Sheet’s Name field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Google Sheets fields.
Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.
b. If you have entered all the details correctly, you will see a notification that says,
“Mapping successfully.
c. You are free to change your associated Google Account. You can disconnect first from
the ‘Disconnect’ tab and then reconnect Google Sheets i.e Step 1 . You may also use the ‘Pause’ tab to pause the integration till the time you want your Bot to capture data/leads in Google Sheets.
d. Also, your Google Sheets integration will show the message Installed in the Integration List.
Once you have established a connection between SkooBot and Google Sheets, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Google Sheets you have integrated.
If you are not getting dummy lead from your Bot to Google Sheets, it may be due to the multiple reasons:
Wrong Mapping Set up - Your mapping with SkooBot 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 SkooBot as integration works only in paid plan.
If everything is correct and you are still unable to move forward, write to us at support@skoobot.com. We will respond back within 48 business hours.
