Google Sheets

Google Sheets is Google's online spreadsheet. Connecting Google Sheets to Resool lets your workflows write contact and conversation data into a spreadsheet automatically: add a row for every new lead, log answers collected by a chatbot, or keep one row per customer up to date by matching on their email or phone. Any value can come from a variable such as {{contact.name}}.

#What you can do with Google Sheets

In Workflows

• Add a row: the Google Sheets row step adds the contact's data at the bottom of a tab.
• Update or add a row: match on one column (like email or phone). The matching row is updated, otherwise a new row is added.

In Settings

• Check a spreadsheet: paste a link to confirm the connected Google account can open it, and see its tabs and header rows before you build a workflow.

#One Google connection for several apps

Google Sheets, Google Drive and Google Tasks share one Google connection with Gmail and Google Calendar. When you connect any of them, you sign in to Google once and all of them are connected with the same Google account. Disconnecting any of these cards disconnects them all.

Google Contacts is the exception: it has its own sign-in, can use a different Google account, and connecting or disconnecting it doesn't affect the others.

#Before you begin

• You need a Google account with edit access to the spreadsheets you want to write to. Rows are written as this account, so share each spreadsheet with it as an editor.
• Row 1 of each tab should be the header row.
• In Resool, only workspace Owners and Admins can connect apps.
• If Gmail or Google Calendar is already connected, Google Sheets is already connected too. Skip to configuring it.

#How to connect Google Sheets to Resool

1. Go to Settings › Apps.
2. Open the Productivity tab and click Connect on the Google Sheets card.

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Settings › Apps, Productivity tab

The Google Sheets card with its logo, category, description and the Connect button, next to the Google Drive, Google Contacts and Google Tasks cards.

File: screenshots/google-sheets-apps-card.png

1. The Connect Google Sheets dialog lists what Resool will be able to do with your Google account (see your email address, send email as you from Gmail, read and edit your Google Sheets, create and edit events in your Google Calendar) and notes that one Google connection covers several Google apps. Click Continue.

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Settings › Apps › Google Sheets › Connect

The "Connect Google Sheets" dialog with the description, the "After you approve on Google, Resool will be able to:" list, the note "One Google connection covers Gmail, Google Sheets and Google Calendar.", and the Cancel and Continue buttons.

File: screenshots/google-sheets-connect-dialog.png

1. Choose your Google account in the window that opens and allow the requested access.
2. You're returned to Resool and see Google connected. The Google Sheets card shows the connected account with Manage and Disconnect.

#How to configure Google Sheets

Click Manage on the Google Sheets card to open the Google Sheets settings.

• Google account: the account rows are written as. Share each spreadsheet with it as an editor.
• Spreadsheet access: click Check a spreadsheet, paste the Spreadsheet link and click Check. Resool tells you whether the connected account can open it and lists each tab with its header row (or no header row).
• In workflows: a reminder of the two row actions, with Open workflows to start building.

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Settings › Apps › Google Sheets › Manage › Check a spreadsheet

The "Check a spreadsheet" dialog with a pasted docs.google.com link and the result: the spreadsheet title and two tabs ("Leads" with headers Name, Email, Phone, Source; "Orders" with its headers).

File: screenshots/google-sheets-check-dialog.png

#How to add or update rows in Workflows

1. Open a workflow and click Add a step.
2. Under Apps, choose Google Sheets row.
3. In Google Sheets, paste the spreadsheet's link. The connected account needs edit access.
4. Pick the Worksheet (tab). Click Refresh worksheets if you just added a tab.
5. Under Column mapping, type what goes in each column. Each box shows the column's header as a hint; leave a box empty to leave that cell blank. Use Show all columns (A to Z) for columns beyond the first few.
6. Under Row action, choose:
   • Always add a new row: each run adds a row at the bottom.
   • Update the row matching column X: the first row whose column X has the same value is updated (only the filled columns change). If there's no match, a new row is added.
7. Save and publish the workflow.

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Workflows › open a workflow › Add a step › Apps › Google Sheets row

The step settings with a spreadsheet link, Worksheet "Leads", Column mapping A = {{contact.name}}, B = {{contact.email}}, C = {{contact.phone}}, D = "WhatsApp", and Row action "Update the row matching column B · Email".

File: screenshots/google-sheets-workflow-step.png

#How to disconnect Google Sheets

1. Go to Settings › Apps and click Disconnect on the Google Sheets card.
2. Confirm in the Disconnect Google? dialog.

This disconnects the whole Google connection: Gmail, Google Sheets, Google Calendar, Google Drive and Google Tasks all stop working until you connect again. Google Contacts is not affected. Your spreadsheets are not changed.

#Notes and limitations

• A step maps up to 26 columns (A to Z).
• Resool writes to the spreadsheets you link in workflow steps. It doesn't create spreadsheets or tabs.
• The step needs a Google connection. If Google isn't connected, the step shows a prompt to connect it.

#FAQ and troubleshooting

#The step says it can't open my spreadsheet. What do I do?

What you can do:

• Share the spreadsheet with the Google account shown in Google Sheets settings, as an Editor.
• Use Check a spreadsheet in Google Sheets settings to confirm access.
• Make sure you pasted a Google Sheets link (it contains /spreadsheets/d/).

#My new tab doesn't appear in the Worksheet list.

Click Refresh worksheets next to the picker.

#Can I write more than the contact's name, email and phone?

Yes. Each column takes fixed text and any variable available in the workflow, for example the customer's reply to an Ask a question step ({{answer}}).

#If I disconnect Google Sheets, does Gmail stop working?

Yes. Gmail, Google Sheets, Google Calendar, Google Drive and Google Tasks share one Google connection, so disconnecting one disconnects all of them.

#What's next?

• Workflow steps
• Google Drive
• Google Contacts
• Getting started with apps