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Google Sheets integration with UrbanChat allows you to connect your chatbot and communication systems directly with Google Sheets. This integration enables seamless data synchronization, reporting, and management by automatically updating your spreadsheets with information from your chat interactions, leads, and other business processes.
Google Sheets integration with UrbanChat allows you to connect your chatbot and communication systems directly with Google Sheets. This integration enables seamless data synchronization, reporting, and management by automatically updating your spreadsheets with information from your chat interactions, leads, and other business processes.
Obtain Google Sheets API Credentials
Go to the Google Cloud Console. Enable the Google Sheets API. Create credentials (OAuth 2.0 Client ID) and download the JSON file containing your credentials.
Access UrbanChat Dashboard
Log in to your UrbanChat account. Navigate to the integration section in the settings menu.
Choose Google Sheets Integration
Select Google Sheets from the list of available integrations.
Authenticate and Configure
Upload the credentials JSON file or enter your OAuth 2.0 Client ID and secret. Authorize UrbanChat to access your Google Sheets account.
Set Up Data Sync
Choose the specific Google Sheets file and worksheet where you want to store or retrieve data. Define the data mapping between UrbanChat fields and the columns in your Google Sheets.
Configure Triggers and Actions
Set up triggers in UrbanChat to automatically update your Google Sheets based on specific actions or events (e.g., new lead entry, chat transcript).
Test the Integration
Run tests to ensure that data is correctly synced between UrbanChat and Google Sheets. Verify that updates are accurate and timely.
Monitor and Optimize
Regularly check the integration for any issues or errors. Optimize settings as needed to ensure smooth operation.
Automatically sync chat data, lead information, and other relevant details with Google Sheets, eliminating manual data entry.
Get real-time updates in your Google Sheets as interactions and data are captured by UrbanChat.
Map UrbanChat fields to specific columns in Google Sheets to tailor data collection and reporting.
Simple setup process through the UrbanChat dashboard with straightforward authentication and integration steps.
Use Google Sheets for advanced data analysis, reporting, and visualization based on the synced data.
Automate the process of updating spreadsheets, reducing manual data entry and errors.
Leverage Google Sheets' powerful reporting and analytical tools to gain insights from chat interactions and lead data.
Save time and resources by having data automatically synced and organized, allowing for more efficient decision-making.
Ensure accurate and up-to-date information by minimizing manual data handling and leveraging real-time updates.
Tailor data collection and reporting to your specific business needs with customizable field mapping and data management options.