Integration with Google Sheet

Google Sheet Integration Tutorial

This guide shows how to pass information from Google Sheets to ABC Sales AI for automated follow-ups.

1. Preparing ABC Sales AI to Receive Information

To pass information from Google Sheets, ensure ABC Sales AI has corresponding custom fields:

• Create Custom Fields: For data like "What form are you at?" or "What subject do you want to learn?" - set as "text" fields.
• Default Fields: Phone number, email, and name work without additional custom fields.
• Phone Number Format: Include country code (e.g., "+60" for Malaysia).

2. Setting Up Automatic Data Synchronization

Steps to Sync Data:

1. Access App Script: In your Google Sheet, go to Extensions → App Script.

1. Copy the Integration Script:

- In ABC Sales AI, go to Integrations: https://app.abcsalesbot.com/integrations

- Press the Google Sheets integration section

- Click to copy the script

1. Paste and Modify the Script:

- Change Google Sheet Tab Name: Update to your exact tab name (e.g., "Sheet1")

- Add Lead Tag: Specify a tag (e.g., "Facebook lead")

- Link Automation: Copy and paste the Slot ID from your target automation

- Map Column Names: Match script fields to your column headers exactly

- Remove Unused Fields: Delete mappings for data you don't collect

1. Save the Script

3. Testing the Integration

1. Push All Rows: In App Script, select "push all rows" and click Run.
2. Grant Permissions: Review and allow when prompted.
3. Verify in ABC Sales AI: Check that contacts appear with correct tags and source.

4. Setting Up Automatic Triggers

To automatically sync new data:

1. Add a Trigger: Click Triggers → Add Trigger.
2. Configure: Set to On edit.
3. Save and Authorize.
4. Verify: New entries or edits will automatically transfer to ABC Sales AI.