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CRM and sales

Connect ZyndraAI to Google Sheets

The connection writes a new row in your spreadsheet every time the chat captures something you want to save.

What you can do with Google Sheets

Not everyone needs a CRM. With the Google Sheets integration, leads, enquiries and replies are logged in a spreadsheet you already share internally.

  • Log leads with name, email and enquiry in a shared sheet.
  • Collect answers from surveys or campaign forms in the chat.
  • Build a simple follow-up list without introducing a CRM.
  • Export onward into your existing reports.

How to connect them

1

Connect your Google Sheets account

Activate the integration in ZyndraAI and log in with your Google Sheets account. Permissions are approved once.

2

Decide what should happen

Choose in the flow builder which step in the conversation should trigger the integration and what data should be sent.

3

Test and publish

Run through the flow in test mode, check that the data ends up in the right place and publish it on your channels.

Frequently asked questions about the Google Sheets integration

Does the sheet need a particular structure?
No. You point to the sheet and map each variable to a column.
Can we write to multiple sheets?
Yes. Different flows can write to different sheets or tabs.

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