Save to Google Sheets

How to Use the “Save to Google Sheets” Action in Botassium

If you want to keep a running record of user data, form submissions, lead details, or automation logs, the “Save to Google Sheets” action in Botassium makes it easy to push data into a spreadsheet as part of your automation flow.

This guide walks you through how to connect to your sheet and send structured data row by row.

What is the “Save to Google Sheets” Action?

The Save to Google Sheets node is an automation action that adds a new row to a selected Google Sheet, with values mapped to specific columns using dynamic or static content.

Use this to:

• Log incoming user data (e.g., name, email, answers)

• Store lead details

• Track automation usage or conversions

• Maintain form-style records from WhatsApp interactions

⚠️ Before using this action, you must authenticate your Google account once via the link inside the node. This enables Botassium to access and write to your sheets securely.

How to Set It Up

1. Authenticate Your Google Account

Click the authentication link in the node the first time you use this feature to authorize Botassium.

2. Select a Google Sheets Document

Choose a spreadsheet from your connected Google account.

3. Select a Sheet (Tab)

After choosing a document, pick the specific sheet (page) where the data should be written.

4. Define the Row Data

You'll see a list of dynamic input fields. Each field represents a column in the sheet.

• You can insert static values (e.g., "Form Submission" or "June Campaign")

• Or use dynamic variables collected from previous steps (e.g., @user_email, @order_id)

Each row submitted will be appended to the bottom of the sheet as a new entry, maintaining the order of the columns as defined in the node.

Tip: Make sure the order of the inputs matches the column order in your sheet for best results.

Example Use Case

You run a WhatsApp onboarding form where users provide their name, email, and selected service:

1. Use Ask for Input to collect:

   • @user_name

   • @user_email

   • @selected_service

2. Add the Save to Google Sheets action:

   • Select the document: Client Leads

   • Sheet: New Submissions

   • Column 1: @user_name

   • Column 2: @user_email

   • Column 3: @selected_service

3. Each submission creates a new row in your Google Sheet with the user’s data.

The Save to Google Sheets action works in all WhatsApp automation flows, and is especially useful for form handling, lead capture, progress tracking, reporting, and no-code backend storage of your conversations and workflows.