When you have automated messaging working night and day across your website, Facebook, Instagram, and SMS text messaging — you end up collecting a ton of valuable data for growing your business.
And where better to store, organize, and distribute that data, than in the spreadsheets so many of us are used to using every day?
That’s why one of the most popular MobileMonkey integrations is with Google Sheets.
Today I’m going to show you how to send your MobileMonkey customer or prospect data into a spreadsheet where your team can view and act on it. Experience it yourself by chatting with the website chat on this page, or chatting with us in Messenger here.
The MobileMonkey + Google Sheets integration is guaranteed to save time across your marketing, sales, and customer service teams by eliminating data entry.
In this article, you’ll learn how to pass the data gathered from your lead generation activities with MobileMonkey into Google Sheets from WebChat actress your site, Messenger, and SMS.
Let’s get straight to it! Here’s how to send MobileMonkey lead data straight to Google Sheets!
How to Send MobileMonkey Lead Data into Google Sheets
We’ve broken the process of automatically passing your MobileMonkey lead data through to Google Sheets into three sections.
Additionally, you’ll notice that the screenshot images are color-coordinated to reflect whether we’re working on the MobileMonkey (purple) or Google Sheets (green) portion of the integration.
Part I – Create Chatbot Dialogue and Google Spreadsheet Assets
Before you connect your chatbot dialogue and Google Sheet via Zapier, you need to have those assets built and ready to connect! However, even if you already have both assets ready to go, you’ll still need to have completed a few tasks for the integration to work.
Let’s start by creating our chat dialogue!
Step 1: Create a Dialogue with Attributes in MobileMonkey
First things first – There are two items that you’ll need to match-up from MobileMonkey to Google Sheets and Zapier.
- User Attributes
- Dialogue Name
If you’ve never built a chatbot dialogue in MobileMonkey, you may want to take a look at this article, regarding the MobileMonkey chatbot builder, for some much-needed context.
To reliably pass lead data into Google Sheets, you’ll need to use one of the many MobileMonkey chat dialogue widgets where you can capture email and other valuable user attributes. In this example, we’re using Quick Question and Form widgets to capture the attributes.
Then, to connect your chat dialogue to a Google Sheet, you’ll need to add the Zap/Connection widget to find the Zapier integration we’ll build in Part II.
In the screenshot below, I’ve used the Form widget to ask three quick, survey-type questions to capture a visitor’s email, phone, and persona details.
The email and phone attributes already exist in MobileMonkey. For my persona Attribute example (or any unique attribute you’d like to save as lead data), all you need to do is click on + Add new attribute and give your unique Attribute a name.
Keep in mind that you can use this same dialogue for a live web chat widget on any website page, Messenger for Facebook and Instagram, as well as SMS text messages.
Best of all, you can pass the lead data from every channel through to your Google Sheet. We’ll show you a demonstration of each at the end of this tutorial.
And speaking of Google Sheets, now it’s time to create your spreadsheet.
Step 2: Create a Google Sheet
Step 2 is very simple. All we need to do is create a new Google Sheet and some columns.
Be sure to create the columns that you want to use in your Zap. These columns should match with the Attributes you’re using in your MobileMonkey dialogue. You’ll see why this is important in Part III.
In our example, we’re using three Attributes in MobileMonkey:
Create a column for each of the Attributes you want to capture lead data for.
Step 3: Choose MobileMonkey + Google Sheet Integration
You have options for Step 3. However, if this is the first time you’re creating a Zapier integration with MobileMonkey, you’ll need to know where your API Key is located. If that’s the case, just remember that you can find your MobileMonkey API Key for Zapier under the Integrations tab in MobileMonkey.
Here are your options: You can get started with the MobileMonkey + Google Sheets integration by going straight through the MobileMonkey Integrations page (as seen below), or you can simply sign-in to Zapier and build your integration from scratch there.
To get started with your Zapier integration straight from within MobileMonkey, find the “Create rows in Google Sheets for new MobileMonkey contacts” Zap. Then click on the Use this Zap button.
Part II – Setup Your Zapier Trigger and Action
Now it’s time to switch over to Zapier so you can set up your workflow between MobileMonkey and Google Sheets.
Here, we’re going to connect MobileMonkey and Google Sheets, starting with the Zap Trigger, which involves the MobileMonkey chat dialogue and Attributes.
Keep in mind that you can get started with the MobileMonkey + Google Sheets integration by going straight through the MobileMonkey Integrations page (as seen above), or you can simply sign-in to Zapier and build your integration from scratch there.
Step 4 (Zapier Trigger): Name your Zap
Give your Zap a name.
Helpful tip: If you name your MobileMonkey dialogue, your Google Sheet, and your Zap similarly, it will make this process even easier.
For example, I’ve used “Google Sheets + MobileMonkey DEMO” in all three places.
Step 5 (Zapier Trigger): Choose app & event
When you click on the first dropdown step of your Zap, you’ll be prompted to choose your app & event Trigger. If you did this through MobileMonkey already, you should already have the App Event populated.
Choose MobileMonkey (if not pre-populated) as your app & event for the Zap Trigger.
Then, click on the Trigger event dropdown and select Connection Widget Reached. Then hit the Continue button.
Step 6 (Zapier Trigger): Choose account
If you have multiple MobileMonkey accounts as I do, you’ll need to find the account that your chat dialogue is located.
If you can’t find your MobileMonkey account, create a new account and give it a unique name. Then use your API Key found in Step 3 to create the new account in Zapier.
Step 7 (Zapier Trigger): Set up the Trigger
Make up any (unique) name for this trigger. This name will appear in the MobileMonkey Zap/Connection Widget.
Remember that it’s helpful to use a similar or same name as you’re using to title your MobileMonkey dialogue and Google Sheet.
Step 8 (Zapier Trigger): Test your trigger
You’re now ready to test your Zap Trigger. Hit the test button.
If the test is successful, move onto Part III to create your Zap’s Action.
If the test is not successful, go back to Step 6, which is where you choose your account. The most common issue for a failed test is that you chose the wrong account. And the easiest solution is to create a new account name in Zapier and then to connect that account to MobileMonkey by using the API Key that can be found in Step 3.
Part III – Setup Your Zapier Action
Congratulations of successfully creating your Zap Trigger!
Now it’s time to create your Zap Action. For this integration, the Zap Action is going to be sending the data you capture from leads in MobileMonkey through to your Google Sheet.
Step 9 (Zapier Action): Choose app & event
Choose Google Sheets as the Action app & event.
Step 10 (Zapier Action): Choose Google Sheets account
Next, under the Choose account dropdown in Zapier, find the Google Sheets account you’re using and click on the radio button to connect that account.
Step 11 (Zapier Action): Set up your Action
In Step 11, we’re going to set up your Action. Here, you’ll choose the Google Sheets spreadsheet that you made in Step #2.
If you took my advice and gave your Google Sheet the same name as your dialogue and Zap, this should be super easy to find.
Once you’ve selected the proper Google Sheets spreadsheet, your columns should automatically be recognized in the Zap’s dropdown. In the screenshot below, you’ll see how the Email column has a field underneath it. Click on that field and match-up the Google Sheets column with the Attributes you created in your MobileMonkey dialogue.
In our example, I’m doing this three times. Once for the Email Attribute, once for the phone number, and once for the persona.
Part IV – Connect Zap to MobileMonkey Dialogue and Test your Workflow
Almost there! Now, before you test your Zap Action, we need to connect your MobileMonkey dialogue to the Zap.
Step 12: Connect Zap to MobileMonkey Dialogue and Test your Workflow
Remember that Zap/Connection widget we added to your chat dialogue in MobileMonkey? Now that we’ve given the Zap a name in Zapier, we need to connect MobileMonkey to that Zap.
Technically you could have performed this Step right after connecting your Zap Trigger.
In MobileMonkey, go back to the Zap/Connection chat dialogue widget you added and click on the dropdown. Search for and select the Zap. Again, this is where naming everything the same makes things much easier.
Step 13 (Zapier Action): Test your Action
All that’s left to do is test your Zap Action. Click on the test button and if your test is successful, congrats!
If the Zap is not successful, do some troubleshooting, which Zapier should provide plenty of prompts and details for.
To be 100% sure that your Zap is working, test out your MobileMonkey + Google Sheets Zap by running through your chat dialogue.
The easiest way to do this is to click on the Test Dialogue button at the top of your MobileMonkey dialogue.
Run through your dialogue and when you’re finished, check your Google Sheet to see if it updated with the information you captured in your Attributes.