Docs
  • Overview
    • 👋Welcome to Orimon AI
  • Product Guides
    • 🤖Create A Bot
      • đŸĨLeads Generation & Support Bot
      • đŸ’ŗE-Commerce Specialist Bot
    • đŸ“ĒFlag and Train
    • âš™ī¸Setting up Bot Appearance
      • 🎨Setting Theme Color
      • đŸ’ŦSetting Message Bubble
      • 🎓Setting Bot Header
      • đŸ—¯ī¸Setting Trigger Icon
      • 📩Setting Welcome Message
      • â—€ī¸Setting Fallback Message
      • đŸŗī¸Disable Branding
      • đŸ—’ī¸Setting Lead Form
      • âš ī¸Setting Up Conversation Triggers
      • ⚡Adding Quick Replies
      • 📎Custom Query Placeholder
    • ✨Setting Up Conversational Leads
    • 🙋Setting up Live Chat
      • âš™ī¸Configuring Live chat
      • đŸ—Ŗī¸Transferring To Live Agent
      • đŸ’ģLive Chat Agent Screen
      • đŸ›Ŗī¸Live Chat Process
      • 🕔Operational Hours
      • âšī¸Disable AI
      • 👉Join Active Chat Room
    • đŸ’ŊBot Model
    • đŸŒĄī¸Bot Temperature
    • 🛑Quota Limits
    • 🎭AI custom prompt
    • 🔑Bring your openAI key (BYOK)
  • Fundamentals
    • 🧑Inviting Members
    • âŦ‡ī¸Install the Dashboard App
    • đŸĻBilling and Subscription
      • 🔔How do I subscribe?
      • 🔋How to buy additional quota for my plan?
      • 📈How do I upgrade my plan?
      • ⛔How do I cancel my plan?
      • â™ģī¸How do I renew my plan?
  • Integrations
    • đŸĒWebhook
    • ⚡Zapier
    • đŸ›ŗī¸Pabbly
    • đŸĒ¸Hubspot
    • đŸ‘ĨSalesForce
    • 📗Google Sheets
  • Channels
    • đŸ—Ŗī¸Setting up Channels for Messages
    • 📩FaceBook Messenger
    • đŸŸĸWhatsApp
      • đŸ’ŗAdd Payment Method
    • đŸĒ›DIY Website Building Tools
    • đŸŸĻTelegram
    • 📰WordPress
    • 🌐Website Integration
    • ⚡Zapier
    • đŸ›ŗī¸Pabbly
    • đŸ‡Ģ🇴Slack
    • 🎮Discord
    • đŸ‡Ģ🇲MS Teams
  • Templates
    • 🤝Book a Meeting
  • White-Labelling
    • đŸŗī¸Getting Started
    • 🤖Chat-Bot White Labelling
    • 🔰Dashboard White Labelling
    • 📧Email White Labelling
  • developer API
    • 🔍Getting Started with APIs
    • âœ‰ī¸Message API
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  1. Integrations

Google Sheets

This is a step-by-step guide on how to use Google Sheets Integration for syncing leads data on your Orimon.ai Chat-Bot.

PreviousSalesForceNextSetting up Channels for Messages

Last updated 1 year ago

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  1. Log in to using your Google account/manual signup

  2. Once logged in, you should see an icon for your bot. Click on it to go to the bot's overview page.

  1. On the overview page, you will see several tabs. Click on "Settings" -> "LeadFlow Integrations".

Click on this option to navigate to a integrations page and click on "Google Sheets". You will see a page shown below.

Note : You must Log In to your Google account to proceed, & integrate this feature with your chat-bot.

Now, Go to your Google Drive and open the Google-Sheet you want to connect to your OrimonAI chat-bot, then copy its link and paste it below as shown.

Now click on "Connect" to start the Integration process, after which you will be redirected to an authentication page as shown below.

Click on "Allow" and that will automatically connect & sync your leads from OrimonAI to SalesForce.

Once the authentication is complete, you will see a page as shown below.

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Dashboard