Google Sheets Integration

The Google Sheets integration links your spreadsheets to Bot Studio in two directions:

• On New Row Google Sheet (trigger) — every new row with a phone number starts a bot journey. Use it when leads or registrations live in a spreadsheet instead of a CRM: webinar sign-ups, event registrations, Google Form responses, offline lead entry.
• Google Sheets (action) — the bot adds a row to a sheet with contact details, custom fields and answers collected in the conversation.

Connect a Google account#

Every workspace connects its own Google accounts, and you can connect as many as you need — each bot picks the account it uses. You can also sign in straight from the bot builder.

You need the Connect / Disconnect Integrations permission to connect or disconnect an account.

Disconnect an account#

Click Disconnect next to the account. The dialog shows how many bots use it. Leave Also remove LeadPattern's access on Google ticked to revoke access on Google too — this applies to that Google account everywhere, so other LeadPattern workspaces connected with it lose access as well.

After disconnecting, "On New Row" bots using the account stop reading their sheet and Google Sheets actions using it are skipped (the rest of the flow still runs). Your spreadsheets are not changed. Pick another account in those bots and save them to start again.

Start a bot for every new row#

How it behaves:

• LeadPattern checks the sheet about every minute. Rows that were already in the sheet when the bot was turned on never start it.
• Phone numbers without a country code use the Country column (IN, US or a calling code like 91), otherwise your workspace country.
• A new number creates a contact. Existing contacts are not overwritten — the username and customer ID only fill empty fields. Opted-out contacts are skipped.
• A row added without a phone number is checked again for up to 10 minutes, so a phone typed in shortly after still counts.
• The same row content never starts the bot twice, even if rows move around.
• Add new rows at the bottom of the sheet (Google Forms does this). A row inserted between existing rows, or added in the same minute another row is deleted, may not be picked up.
• Every cell of the row can be used in messages as {{gsheet:<column name>}} (or the column letter when the header is off) — pick them from the { } variable menu under Google Sheet row.

Save conversation data to a sheet#

Each run adds one row, lined up under the matching headers. Values are saved as plain text, so a customer reply that starts with = is never run as a formula. If a mapped column was deleted from the sheet, it's added back to the first row on the next run.

FAQ#

Do I need a CRM to use this? No. The trigger is made for leads managed in Google Sheets.

Is the phone number column required? Yes. LeadPattern needs the column with the customer's WhatsApp number to reach them.

Why don't I see a spreadsheet? The list shows spreadsheets the selected Google account owns or has been shared with. Click Refresh to load new ones, or check the file is shared with that account. If you see Reconnect, sign in to the account again so LeadPattern can list its spreadsheets.

What does "Use first row as header" do? It names each column by the text in row 1, so you can map Phone Number instead of Column B — and use {{gsheet:Phone Number}} in messages.