Google Sheet Integration
Google Sheet can be integrated with Nextel. All the data from attributes (people section) can be exported on a Google Sheet and also the data filled in the Google Sheet can be brought to form attributes.
Google Sheets can be integrated into three different ways
- Sync G-Sheet (cron: 1-hour update)
- Configure (using app script in G-Sheet: real-time update)
- Chat flow
Sync G-Sheet
In the people’s section, a Google sheet can be synced. All the data in different rows could be seen in different attributes columns on Nextel.
When G-Sheet is synced, data is updated on Nextel every 1 hour.
Path
Home -> People -> More -> Sync G-Sheet
Google will ask for confirmation from your google account to sync the sheet (Pic-1). After selecting the boxes allowing access to Nextel (Pic-2). A window on Nextel will open (Pic-3), giving you the option to import customer data or leads data.
Select the sheet you want to sync from your google drive. (Pic-3)
Click on <Map Attributes> to sync.
Configure
When G-Sheet is configured, data from the sheet is updated on Nextel (attributes) in real-time. To configure, a code block needs to be added as an app script in the Google sheet you want to configure.
Path to configure
Home-> Setting-> App Stting -> App Integration -> G-Sheet (Configure)
Path to App script
Google-Sheet -> Extensions -> App Script
Steps to Configure
- Click on configure (Gsheet)
- Copy the code:
function CELL_CHANGED(row) {
row.unshift([‘name’,’phone’,’email’,’Gsheet’]);
row.unshift([‘CUSTOMER’]);
var options = {
‘method’ : ‘post’,
‘payload’ : JSON.stringify(row)
};
UrlFetchApp.fetch(‘https://app.nextel.io/gsheetwebhook?key=c2RDU2tNVVEweUh5dFk1MFByazRwdz09’, options);
return “Updated to Nextel”;
}
- Go to the Google sheet you want to add data from
- Click on <Extention>
- Select <App Script>
- Paste the code copied (step 3) after clearing the sample format written there.
- Click on deploy
Chat flow
Data collected from users while conversation can be saved in a Google-Sheet. To collect data G-Sheet option needs to be executed in the chat flow. A sheet needs to be added by giving Nextel permission to access your google account.
To execute G-Sheet in chat flow. A sheet needs to be selected to save the responses of your leads/customers. A cell from google sheet needs to be selected in which the data will get listed.
Path:
Home -> Chat -> Chatflow