Google Sheets
The Google Sheets integration sends every lead and booking captured in your DMs to a spreadsheet in your own Google Drive, as it happens. ChatGenius creates the spreadsheet for you with a Leads tab and a Bookings tab, backfills what you have already captured, and keeps each row current as you learn more about that person.
Overview
Before this integration, captured leads lived in ChatGenius and came out through a manual CSV export. Google Sheets is for the case where you have no CRM to sync to and want the list somewhere you can sort it, share it, and work from it.
It is the fourth integration alongside GoHighLevel, Klaviyo, and Google Calendar. Sheets is a destination for records, not a two-way sync: ChatGenius writes to the spreadsheet and never reads your edits back into the portal.
Available on Creator, Professional, and Business. It is not available on the Free plan, and there is no separate charge on the plans that include it.
Connecting
- Go to Settings, then Integrations, then Google Sheets.
- Click Connect Google Sheets and sign in with the Google account whose Drive should hold the spreadsheet.
- Approve the permission request. ChatGenius asks for access to files it creates, plus your email address to label the connection.
- ChatGenius creates the spreadsheet, writes both header rows, and backfills your existing leads.
There is nothing to configure afterward. No API key, no column mapping, no template to copy.
ChatGenius creates the spreadsheet rather than letting you pick an existing one. That is what keeps it on a permission that only reaches files it created, so the rest of your Drive stays private, and it guarantees the columns match what gets appended.
What Lands in the Sheet
The spreadsheet has two tabs. The Leads tab holds:
| Column | What it holds |
|---|---|
| Captured At | When the contact detail was captured, in your account timezone. |
| Channel | Instagram, Facebook, WhatsApp, SMS, or Telegram. |
| Name | The customer's display name on that channel. |
| Username | Their Instagram handle, where there is one. |
| The email address they shared, if any. | |
| Phone | The phone number they shared, if any. |
| Conversation | A link that opens that conversation in ChatGenius. |
| Conversation ID | The internal id. This is the cell used to find the row again, so leave it in place. |
The Bookings tab holds:
| Column | What it holds |
|---|---|
| Booked At | When the appointment was booked. |
| Appointment Time | The appointment itself, in the appointment's own timezone. |
| Channel | Where the booking came from. |
| Name | Customer name on the booking. |
| Customer email on the booking. | |
| Phone | Customer phone on the booking. |
| Service | The bookable service they chose. |
| Status | confirmed, cancelled, completed, or no_show. |
| Conversation | A link that opens that conversation in ChatGenius. |
| Confirmation Code | The code the customer received. This is the cell used to find the row again, so leave it in place. |
One Row Per Person
A lead row is written as soon as ChatGenius has an email address or a phone number for that conversation. A conversation with neither is not a lead and is not written.
When you learn more about the same person later, ChatGenius rewrites the row that conversation already owns instead of appending a second one. Somebody who shares an email in the morning and a phone number that afternoon ends as one complete row.
Rows are found by the value in the Conversation ID cell, not by a remembered row number. That means sorting the sheet, filtering it, inserting rows, or deleting rows will not send an update to the wrong person's row. If you delete a lead's row entirely, the next update for that lead appends a fresh one rather than losing it.
Do not clear or overwrite the Conversation ID or Confirmation Code columns. They are how ChatGenius finds a row to update. Adding your own columns to the right of them is fine.
Bookings That Change
A booking row is appended when the appointment is created in chat. If that booking is later rescheduled, cancelled, completed, or marked no-show, the same row is rewritten so the Appointment Time and Status columns match reality.
Status changes made from the portal calendar sync too, including completed and no_show, so outcome reporting in your sheet matches what you set in ChatGenius.
The Connect-Time Backfill
Connecting writes in the leads you have already captured, oldest first, up to 500 of them, in a single batch. The sheet is useful the moment it appears rather than starting empty.
Conversations with no captured email or phone number are skipped. If you have more than 500 captured leads, the 500 oldest are written and everything captured from that point on appends normally.
Sync Settings
Leads and bookings are separate switches on the integration panel. Turn either one off and the matching tab stops filling, without disconnecting or affecting the other. Turning it back on resumes appending from that point; it does not backfill what was missed while it was off.
Disconnecting
Disconnecting stops the sync and leaves your spreadsheet exactly where it is, in your Drive, with everything already written to it.
Reconnecting later creates a brand new spreadsheet instead of resuming the old one. ChatGenius only has access to files it created, and disconnecting gives up that access, so it cannot find its way back to the previous file. Keep the old spreadsheet if you want the history.
If your Google account revokes access on its own, for example because the password changed or the permission was removed from your Google account settings, the panel shows a reconnect prompt and syncing pauses until you reconnect.
Access and Safety
- Scope: ChatGenius requests access to files it creates. It cannot open, read, or modify anything else in your Drive.
- Plain values: rows are written as plain text, not as formulas. A DM that starts with an equals sign lands as text and cannot evaluate as a live formula in your spreadsheet.
- Failure isolation: if the Google connection breaks, the sync fails quietly and your DM replies, flows, and bookings carry on unaffected.
- Sharing: the spreadsheet is a normal Google Sheet. Share it with anyone who needs to see leads without giving them a ChatGenius login.
FAQ
Can I use a spreadsheet I already have?
No. ChatGenius creates the file so it can stay on a permission that never reaches the rest of your Drive. You can copy data out of the ChatGenius sheet into your own workbook at any time.
Can I rename the spreadsheet or its tabs?
Rename the spreadsheet file freely. Do not rename the Leads or Bookings tabs, since rows are appended to tabs by name.
Can I add my own columns?
Yes, to the right of the existing ones. Do not insert columns between the existing ones or reorder them, because rows are written by position.
How quickly does a row appear?
Within seconds of the capture or booking. It is not a scheduled export.
Does it sync contacts, conversations, or messages?
No. Only captured leads and bookings. For a full record of events in your own system, see the Webhook API.
Does the sync count toward my conversation limit?
No. Writing a row is not a conversation and has no usage cost.
Why is a lead missing an email or a phone number?
The row is written as soon as either one is captured. If the customer only ever shared one of the two, the other cell stays empty until they share it.
Next Steps
- Contacts for the full customer list inside ChatGenius, with tags, stages, and CSV export.
- Appointment Booking for how bookings are created in chat and synced to Google Calendar.
- Visual Flow Builder for collecting an email or phone number as a step in a flow.
- Webhook API for pushing the same events into any system with an API.