Integrations

Google Sheets Integration

Automatically export chat conversations and lead form submissions to Google Sheets.

|View as Markdown
Hunter HodnettCPTO at Chipp
|5 min read

Connect your Chipp AI app to Google Sheets to automatically export conversations and collect lead form data.

What You Can Do

Use CaseDescription
Export Chat LogsAutomatically save every conversation to a spreadsheet
Lead Generation FormsCollect 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

1
Navigate to Chat Output

Go to your app's Chats page and click the Actions tab. Find the Connected Outputs card.

2
Click Configure Output

Click the Configure Output button to open the output dialog.

3
Connect Google Sheets

Click the Google Sheets button. If you haven't connected your Google account yet, you'll be prompted to:

  1. Sign in to your Google account
  2. Review the permissions Chipp is requesting
  3. Click Allow to grant access
4
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>
5
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:

ColumnDescription
DateWhen the conversation started
Updated AtLast message timestamp
ChatlogsFull conversation text
Conversation IDUnique session identifier
User IDUser identifier (if collected)
EmailUser email (if collected)
Phone NumberUser phone (if collected)
SourceWhere the chat originated (Web, API, Slack, etc.)
TagsConversation 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

1
Open Lead Collection

Go to Build page and find the Lead Collection section. Click + Collection Form to create a new form.

2
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.

3
Select Your Spreadsheet

Use the Google Picker to select an empty spreadsheet from your Google Drive.

4
Configure Form Fields

Click Next to set up your form fields. Choose which information to collect (name, email, phone, etc.).

5
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:

  1. Go to Chats > Actions tab
  2. Find the sheet in Connected Outputs
  3. Click the trash icon to remove it

To disconnect a lead form:

  1. Go to Build > Lead Collection
  2. Click the trash icon next to the form

Revoking Google Access Entirely

To completely revoke Chipp's access to your Google account:

  1. Go to your Google Account Security Settings
  2. Find Third-party apps with account access
  3. Click on Chipp and select Remove Access

Switching Accounts

To use a different Google account:

  1. Disconnect the current sheet
  2. Reconnect using the new account credentials

Troubleshooting

"Connection Failed" Error

  1. Check that you're signed into the correct Google account
  2. Ensure pop-ups aren't blocked in your browser
  3. Try disconnecting and reconnecting

Data Not Appearing in Sheet

  1. Verify the correct sheet is selected
  2. Ensure your Chipp app is receiving conversations
  3. Check that the sheet wasn't deleted from Google Drive

"Permission Denied" When Accessing Sheet

  1. Make sure you're accessing with the same Google account used to connect
  2. The sheet may have been deleted - check your Google Drive Trash

Can't Find Spreadsheet in Picker

  1. Make sure you created an empty spreadsheet first
  2. Check that the spreadsheet is in Google Drive (not Google Docs or another app)
  3. 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