Google Sheets Integration
Automatically export chat conversations and lead form submissions to Google Sheets.
Connect your Chipp AI app to Google Sheets to automatically export conversations and collect lead form data.
What You Can Do
| Use Case | Description |
|---|---|
| Export Chat Logs | Automatically save every conversation to a spreadsheet |
| Lead Generation Forms | Collect form submissions directly into Google Sheets |
Use Case 1: Export Chat Logs
Automatically export every conversation to a Google Sheet for analysis, record-keeping, or compliance.
Prerequisites
Before connecting, create an empty spreadsheet in your Google Drive. Chipp will add the data to this spreadsheet.
Setting Up Chat Export
Navigate to Chat Output
Go to your app's Chats page and click the Actions tab. Find the Connected Outputs card.
Click Configure Output
Click the Configure Output button to open the output dialog.
Connect Google Sheets
Click the Google Sheets button. If you haven't connected your Google account yet, you'll be prompted to:
- Sign in to your Google account
- Review the permissions Chipp is requesting
- Click Allow to grant access
Select Your Spreadsheet
The Google File Picker will open. Navigate to and select the empty spreadsheet you created earlier.
<Callout type="warning"> You must create an empty spreadsheet in Google Drive first. Chipp cannot create spreadsheets for you. </Callout>Confirm Setup
Once selected, Chipp will initialize your spreadsheet with headers. You'll see your sheet listed in the Connected Outputs section.
What Gets Exported
Each row in your sheet will contain:
| Column | Description |
|---|---|
| Date | When the conversation started |
| Updated At | Last message timestamp |
| Chatlogs | Full conversation text |
| Conversation ID | Unique session identifier |
| User ID | User identifier (if collected) |
| User email (if collected) | |
| Phone Number | User phone (if collected) |
| Source | Where the chat originated (Web, API, Slack, etc.) |
| Tags | Conversation tags |
Viewing Your Data
Your connected sheet appears in the Connected Outputs section. Click the Google Sheets icon to open it directly in Google Sheets where you can:
- Share it with team members
- Create charts and analytics
- Build automations with Google Apps Script
Use Case 2: Lead Generation Forms
Collect form submissions directly into Google Sheets when using lead generation forms.
Setting Up Lead Form Export
Open Lead Collection
Go to Build page and find the Lead Collection section. Click + Collection Form to create a new form.
Connect Google Sheets
In the dialog, you'll see "Would you like to push leads to a Google Sheet?" Click Connect to link your Google account.
Select Your Spreadsheet
Use the Google Picker to select an empty spreadsheet from your Google Drive.
Configure Form Fields
Click Next to set up your form fields. Choose which information to collect (name, email, phone, etc.).
Save the Form
Click Save to create your form. Lead submissions will now automatically appear in your Google Sheet.
Form Data in Sheets
When a user submits a lead form, a new row is added with:
- Each form field you configured
- Submission timestamp
- Conversation context
Pro Tip: Use Google Sheets' built-in notifications to get alerted when new leads come in. Go to Tools > Notification rules in your sheet.
Managing Your Connection
Viewing Connected Sheets
- Chat Logs: Go to Chats > Actions tab to see connected output sheets
- Lead Forms: Go to Build > Lead Collection to see forms with connected sheets
Disconnecting a Sheet
To disconnect a Google Sheet from chat logs:
- Go to Chats > Actions tab
- Find the sheet in Connected Outputs
- Click the trash icon to remove it
To disconnect a lead form:
- Go to Build > Lead Collection
- Click the trash icon next to the form
Revoking Google Access Entirely
To completely revoke Chipp's access to your Google account:
- Go to your Google Account Security Settings
- Find Third-party apps with account access
- Click on Chipp and select Remove Access
Switching Accounts
To use a different Google account:
- Disconnect the current sheet
- Reconnect using the new account credentials
Troubleshooting
"Connection Failed" Error
- Check that you're signed into the correct Google account
- Ensure pop-ups aren't blocked in your browser
- Try disconnecting and reconnecting
Data Not Appearing in Sheet
- Verify the correct sheet is selected
- Ensure your Chipp app is receiving conversations
- Check that the sheet wasn't deleted from Google Drive
"Permission Denied" When Accessing Sheet
- Make sure you're accessing with the same Google account used to connect
- The sheet may have been deleted - check your Google Drive Trash
Can't Find Spreadsheet in Picker
- Make sure you created an empty spreadsheet first
- Check that the spreadsheet is in Google Drive (not Google Docs or another app)
- Try refreshing the picker
Security & Privacy
Your data security is important:
- Encrypted tokens: All Google credentials are encrypted at rest
- Minimal permissions: We only request access to spreadsheets, not your entire Drive
- Automatic refresh: Tokens are refreshed securely without requiring re-authorization
- You control access: Revoke access anytime from your Google account
Continue Reading
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