Connect Your Pingstreams Bot to Thousands of Apps Using Make.com

Make.com allows you to connect your apps to thousands of other applications. You can leverage this integration to connect your Pingstreams bot to many apps like Google Sheets, Calendar, Trello, Discord, and many more.

In this example, we’ll show you how to link a chat widget to Google Sheets using Make.com. This will demonstrate how customer details from chat conversations can be automatically added to a Google Sheets document.

You can follow this comprehensive step-by-step tutorial to set up your own automation workflow.

Step 1: Set Up Your Make.com Account

First, sign up for a Make.com account. Once you’ve signed up and logged in, navigate to the Scenarios section. This is where you can design your automation workflows.

Step 2: Configure Webhooks Module

Next, select the Webhooks module. Give it a descriptive name and copy the Webhook URL (as shown in the image below).

Step 3: Connect Pingstreams Bot to Make.com

Now, head over to your Pingstreams dashboard. Select the bot that you want to integrate with Google Sheets. In the integrations section, choose the Make action and paste the Webhook URL that you copied earlier.

For this example, we will be asking for the user’s name, email, and company name. These will be sent to Make.com as body parameters.

Step 4: Create a Data Collection Form

At this point, you need to create a form to collect information from your users.

Form Configuration Tips:

• Keep form fields simple and user-friendly
• Use clear labels for each input field
• Consider making certain fields required based on your data needs
• Test the form flow before going live

Step 5: Set Up Google Sheets

Now, create a new Google Sheets document and name the columns accordingly to match your form fields.

Google Sheets Best Practices:

• Use descriptive column headers
• Format columns appropriately (text, date, number)
• Consider data validation rules
• Set up proper sharing permissions

Step 6: Connect Make.com to Google Sheets

Return to your Make.com dashboard and add the Google Sheets module. You will need to connect your Google account to your Make.com account. Once connected, you can access your Google Sheets file from the Sheets settings in Make.com.

Step 7: Test Your Setup

Save all changes and click on Run once. Go back to your Pingstreams dashboard and test the bot.

After responding to the form questions, return to your Make.com dashboard. Click on the Sheets module to set the column attributes and map the data fields.

Run the scenario again and return to your Pingstreams dashboard for the final test.

Step 8: Automate Data Transfer from Chat Widget to Google Sheets

Now, when you fill out the form in the chat widget, the data will be transferred directly to your Google Sheets automatically.

Success! Your Integration is Complete

Congratulations! You’ve successfully automated data transfer from your chat widget to Google Sheets using Pingstreams bots and Make.com. This integration is a powerful way to streamline your data collection and management processes.

What You Can Do Next

Expand Your Automation:

• CRM Integration: Connect to Salesforce, HubSpot, or other CRM systems
• Email Marketing: Integrate with Mailchimp, ConvertKit, or other email platforms
• Notifications: Set up Slack or Discord alerts for new submissions
• Calendar Booking: Connect to Calendly or Google Calendar for appointment scheduling
• Analytics: Send data to Google Analytics or other tracking platforms

Advanced Features:

• Data Filtering: Set up conditions to filter specific types of responses
• Multiple Webhooks: Create different workflows for different bot interactions
• Error Handling: Add error notifications and fallback scenarios
• Data Transformation: Format or modify data before sending to destinations

Monitoring and Maintenance:

• Regular Testing: Periodically test your workflows to ensure they’re working
• Performance Monitoring: Check Make.com execution history for any issues
• Data Quality: Review your Google Sheets regularly for data accuracy
• Scaling: Optimize your scenarios as your data volume grows

Benefits of This Integration

• Automated Data Collection: No manual data entry required
• Real-time Updates: Data appears immediately in your spreadsheet
• Scalable Solution: Handle hundreds or thousands of form submissions
• Cost-effective: Reduce manual labor costs
• Reliable: Automated processes reduce human error
• Flexible: Easy to modify and expand as your needs grow

Troubleshooting Common Issues

• Webhook Not Triggering: Verify the webhook URL is correctly copied
• Missing Data: Check that form field names match your Google Sheets columns
• Permission Errors: Ensure Google account has proper sharing permissions
• Duplicate Entries: Set up filters in Make.com to prevent duplicates

Ready to start automating today? Begin your journey with Pingstreams and transform how you handle customer data!

We hope you found this tutorial helpful. If you need any further support with automation or have any questions, please don’t hesitate to contact our support team. We’re here to help you succeed with your automation goals!