# Connecting Google Sheets

Send the customer details your AI agent collects — names, phone numbers, requests — straight into a spreadsheet in your own Google Drive.

## Watch the walkthrough

{% embed url="https://youtu.be/lB5iFhQMK3I" %}

## Connect

1. Go to **Settings → Integrations → Google Sheets**.
2. Click **Connect** and sign in with your Google account.
3. A leads spreadsheet is created for you automatically — the page shows **Connected as** your Google email, with an **Open the leads spreadsheet** link.

![Google Sheets integration](../../.gitbook/assets/guides/google-sheets.jpg)

To save leads to a spreadsheet you already have, click **Use an existing spreadsheet** and pick it from your Google Drive.

## How rows land

A customer's row is added as soon as they reach your Flow Agent, and it keeps updating as they answer. If the same customer chats with a flow again later, their row is updated instead of duplicated — so the sheet stays clean enough to work from directly.

The spreadsheet lives in **your** Google Drive: share it with your team, add your own columns, or plug it into any tool that reads Google Sheets.

## Choosing the tab and columns

On the **Google Sheets** integration page you can decide exactly where leads land:

* **Tab** — pick which tab of the spreadsheet new leads are saved to.
* **Column mapping** — choose which sheet column each piece of data lands in (see [What you can send to each column](#what-you-can-send-to-each-column)). Columns are read from your spreadsheet's first row. Click **Add mapping** for each column, then **Save mapping**.
* Without a mapping, the sheet fills automatically: phone, name, status, last update and every collected answer.
* **Match customers by** — pick the sheet column that identifies the customer and the contact detail it holds (phone number or email). Click **Add match condition** to add fallbacks: the first condition that finds a row wins; otherwise a new row is added.
* **Test mapping** — checks your columns against the sheet and writes a test row to your spreadsheet, then removes it again.

## What you can send to each column

Pick any of these as **Data to send** for a column:

* **Contact fields** — Contact name, Contact phone number, Contact email, First chatted at, Contact ID, Company, City and Country.
* **Inbox** — Inbox name, Inbox ID, Channel, and Inbox phone number: the WhatsApp or SMS number the customer messaged. It stays empty for channels without a number, such as Instagram or your website.
* **Assignment** — Assigned agent name, Assigned agent email, Team, and the Flow agent that talked to the customer.
* **Conversation** — Conversation ID, Conversation link (opens the chat in Mampu AI), Status, Priority, Labels, Conversation started at and Last activity at.
* **Contact custom attributes** and **Conversation custom attributes** — every attribute set up under **Settings → Custom Attributes**.
* **Ad source** — the Ad / post ID when the customer came from an ad.
* **Flow answers** — the answers your Flow Agents collect.

Each customer keeps one row, so the Inbox, Assignment and Conversation columns show their latest conversation.

## Keeping the agent and team up to date

* When someone assigns the conversation to an agent or a team, or changes either one, the customer's row updates within about a minute. You don't have to wait for the customer's next message.
* When a conversation is unassigned or its team is removed, the columns mapped to **Assigned agent name**, **Assigned agent email** and **Team** are cleared, so the sheet matches what you see in Mampu AI.
* Other empty values never overwrite what's already in your sheet.
* Labels and status refresh whenever the row updates: when the customer answers, when the agent or team changes, or when an automation rule runs **Sync lead to Google Sheets**.

## Per-agent sheets

Under **Per-agent sheets**, give a Flow Agent its own spreadsheet with its own column mapping: choose the **Flow agent**, then **Pick a sheet from Drive** or **Create a new sheet**. Agents without their own sheet keep using the default spreadsheet. Click **Use the default sheet** to switch an agent back — its own sheet stays in your Google Drive.

If you remove the default spreadsheet with **Remove default sheet**, leads only sync where your automation rules or per-agent sheets send them.

## Syncing leads from an automation rule

The **Sync lead to Google Sheets** automation action writes a conversation's lead row at the moment you choose — for example when a conversation is resolved or when a label is added. It's useful for details that arrive after the flow has ended, such as a label your team adds later.

1. Connect Google Sheets as described above.
2. Open **Settings → Automation**, click **Create Automation**, and pick the **Event** and any **Conditions**.
3. Under **Actions**, choose **Sync lead to Google Sheets**.
4. Keep **Integration default sheet**, or switch to **Custom sheet & tab** (see below).
5. Click **Create**.

With **Integration default sheet**, the row goes to the sheet and column mapping set up on the Google Sheets integration page:

* A conversation handled by a Flow Agent updates that customer's existing row, and the agent's own sheet and mapping apply if it has them.
* Conversations your team handled without a Flow Agent sync too: their contact and conversation details go to the default sheet.

## Sending to a custom sheet and tab

Each rule can write to its own spreadsheet, tab and columns, so different rules can feed different sheets you already use.

1. On the **Sync lead to Google Sheets** action, switch to **Custom sheet & tab**.
2. Click **Choose spreadsheet** and pick one from your Google Drive.
3. Select the **Tab**.
4. Map the tab's columns to lead fields. Leave the mapping empty and the standard lead columns are written for you.
5. When you map columns, add a condition under **Match customers by** so each customer's row is found and updated — the rule can't be saved without one.
6. Click **Test mapping** to check it — a test row is written to your spreadsheet and removed again — then save the rule.

## Disconnecting

Click disconnect on the same page to stop new leads from being saved. The spreadsheet itself stays in your Google Drive with everything collected so far.

## Related

* [Labels, attributes and automation](/settings/labels-attributes-and-automation)
* [Integrations overview](/settings/integrations)
* [Connecting Lark Base](/settings/connecting-lark-base)

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Source: https://help.mampuai.com/settings/connecting-google-sheets