Your leads land in a Google Sheet, and your sheets can feed WhatsApp
Most small businesses already keep their customers in a spreadsheet. Connect a Google account and a lead your chatbot captures becomes a new row, a tab of phone numbers becomes an audience list, a flow can look a customer up or update their row while it talks to them, and any of your data can be exported to a fresh sheet.
Included inWiz BotWiz CampaignWiz Pro
- Bot leads to a sheet, audience lists from a sheet, flow steps that read and write rows, and exports to a new sheet
- Four uses
- Access is limited to the files you pick or that WizMessage creates, and nothing else in your Drive
- One permission
- Leads also stay in Bot Leads, so the sheet is an extra copy and never the only one
- Sheet as a copy
Who it's for
The owner who copies leads out of a dashboard into a spreadsheet by hand, or keeps the customer list in Sheets and re-types it into another tool.
The worry it answers
"Does it need access to my whole Google Drive?" No. WizMessage asks Google for one permission that covers only the files you choose and the files it creates for you.
How to connect a sheet
Connect Google
Sign in with the Google account that holds the sheet, or has edit access to it.
Pick or create a sheet
Choose an existing Google Sheet, or let WizMessage create an empty one for you.
Choose its job
Set the sheet up to receive bot leads, supply an audience list, or serve a chatbot flow.
Save
Nothing starts until you save the setup, so you can check the tab and columns first.
Four things a sheet can do
- Bot leads: every lead a chatbot captures is added as a new row, with the date, name, phone, flow, outcome and one column per answer.
- Audience lists: the phone numbers in a tab become a list you can send a campaign to. You press Sync now to bring changes in; a sheet is never read on a schedule.
- Flow steps: a chatbot flow can add a row, find a row or update a row while it is talking to a customer, and use what it finds in later steps.
- Exports: contacts, list members, campaign recipients and bot leads can each be written to a brand new sheet in one click.
Built so a sheet cannot break your data
A sync only updates the columns you mapped, and a blank cell keeps what is already stored, so a sheet cannot erase a contact's details. Someone who opted out stays opted out even if they are still in the sheet, and a contact is never deleted by a sync. Everything is written as plain text, so a customer who types a formula into a chatbot answer cannot make your sheet run it.
Which plan gives you which use
Bot leads and flow steps come with Wiz Bot and Wiz Pro. Audience lists, and exports of contacts, list members and campaign recipients, come with Wiz Campaign and Wiz Pro. Exports of bot leads come with Wiz Bot and Wiz Pro.
Good to know
Where this feature stops, in plain words — so nothing here surprises you after you buy.
- Only the account owner can connect Google or change any of this. Team members do not see it.
- The Google account needs edit access to the sheet; view-only access is refused. An Excel file stored in Drive must first be saved as a Google Sheet.
- One sync reads up to 50,000 rows of data, and a flow step can read 20 columns and write 50. A sync maps up to 7 custom fields.
- Audience lists update only when you press Sync now. Changes in the sheet do not arrive by themselves.
- Rows for a sheet that cannot be reached are held for up to 30 days, up to 50,000 rows, and are then dropped.
- Disconnecting WizMessage here does not by itself remove Google's record that you picked a file. You can remove WizMessage from your Google account's third-party connections at any time.
Included in
This feature is part of the plans below.
- Wiz Bot
- Wiz Campaign
- Wiz Pro
Frequently Asked Questions
Can I send WhatsApp chatbot leads to Google Sheets?
Yes. Turn on Send bot leads here for a tab, and every lead your bots capture is added as a row. It also stays in Bot Leads, so the sheet is an extra copy. A new lead usually appears within a minute.
Can I build an audience list from a Google Sheet?
Yes, with Wiz Campaign or Wiz Pro. Choose the sheet and the tab, map the columns, and press Sync now. A list can mirror the sheet, which removes people from the list when they leave the sheet but never deletes the contact.
Can a chatbot read from or write to a sheet?
Yes. The Google Sheets step in the flow builder can add a row, find a row by a value such as the customer's phone number, or update a row, and later steps can use the values it found.
How much of my Google Drive can WizMessage see?
Only the files you choose and the files WizMessage creates for you. It asks Google for a single permission, called drive.file, and cannot open anything else.
Does it work from the mobile app?
Yes, with the latest version. Sign-in opens your browser because Google does not allow it inside an app, and then you return to the app to finish setup.
Explore More Features
Discover other tools that make WizMessage the complete WhatsApp platform.
- Bot LeadsA flow can ask for a name and the details you need, then save the answers as a lead with an outcome, ready to export or to send to a Google Sheet.
- Audiences & GroupsNamed audience segments your campaigns can target in one click, with de-duplication at send time.
- Flow BuilderA drag-and-drop canvas for menus, questions, branches, media and handoffs. No code, and a tester on the same screen.
- ContactsMap your own columns, let the importer fix the phone numbers, and see exactly what will import before it does.
- Wiz CopilotAn in-app assistant that operates the dashboard by conversation — and stops at an approval you can read and edit before anything changes.
- Website Chat WidgetOne script tag puts the same chatbot on your site — with its own inbox and its own handoff queue.