Add chats to Google Sheets when they start in Channel Talk
Launch this workflow to connect
Channel Talk &
Google Sheets
!
■Overview
While responding to customers through Channel Talk is essential, manually transferring inquiry details to Google Sheets is time-consuming and can lead to missed entries. With this workflow, whenever a new chat starts in Channel Talk, the information is automatically added to Google Sheets, helping you streamline inquiry management.
■Recommended for
- Teams handling customer inquiries in Channel Talk that want to streamline recordkeeping
- Teams managing inquiry information in Google Sheets that want to eliminate manual data entry
- Teams looking to centralize customer interaction history and improve information sharing across the team
■Benefits of this template
- Information is automatically recorded whenever a chat starts in Channel Talk, reducing the time spent on manual data entry.
- Because the system processes everything automatically, it helps prevent human errors such as transcription mistakes and missed records, ensuring accurate customer interaction history management.
■Workflow steps
- First, connect Channel Talk and Google Sheets to Yoom.
- Next, select Channel Talk as the trigger and set the “When a new customer service chat is created” action.
- Finally, select Google Sheets as the operation, set the “Add a record” action, and record the chat information.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
■Customization options
- In the Channel Talk trigger settings, set the name and access key of the webhook used for the integration.
- In the Google Sheets operation settings, specify the spreadsheet ID and tab name where you want to record the information.
■Notes
- Connect both Channel Talk and Google Sheets to Yoom.
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Channel Talk
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About the apps you use
Channel Talk
Yoom allows you to integrate with Channel Talk's API without any coding. For example, when you receive a message in Channel Talk's customer service chat, you can trigger a flow bot to send notifications to chat tools like Slack or Chatwork. Additionally, since messages can also be sent via the API, it is possible to automate message handling.
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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
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