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How to Save WhatsApp Form Responses to Google Sheets

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You can use ZazzyAgent to collect customer information through a conversational form and save the responses directly into Google Sheets.

This is useful for:

  • Lead generation

  • Appointment requests

  • Surveys

  • Enquiries

  • Customer onboarding

  • Feedback

  • Quotation requests

A typical workflow looks like:

Customer answers questions

ZazzyAgent saves the answers

Google Sheets receives the information

What you need

Prepare:

  • A connected Google account

  • A Google Sheet

  • A User Input flow

  • Custom fields or system fields for the responses

Step 1: Connect Google Sheets

Open the Google Sheets integration inside ZazzyAgent.

Connect the Google account containing the spreadsheet you want to use.

Approve the requested permissions.

Step 2: Create your User Input flow

Create a User Input flow for the information you want to collect.

For a lead form, you might ask:

What's your name?

What's your email address?

What service are you interested in?

Step 3: Save responses to fields

Each response should be mapped to an appropriate system or custom field.

Example:

Name → Name

Email → Email

Service → Service Interest

This gives your workflow structured data to work with.

Step 4: Prepare your Google Sheet

Create a Sheet with columns matching the information you want to store.

Example:

Name Email ServiceInterest

Keep the column structure simple.

Step 5: Add Google Sheets submission

After collecting the information, configure the Google Sheets submission functionality available in the User Input workflow.

Select the Google Sheet where the responses should be stored.

Map each Sheet column to the appropriate ZazzyAgent field.

For example:

Name → Name

Email → Email

ServiceInterest → Service Interest

Step 6: Test the workflow

Run the User Input flow yourself.

Enter test information.

For example:

Name: Rahul

Email: rahul@example.com

Service: WhatsApp Automation

Complete the flow.

Then open your Google Sheet.

The submitted information should appear in a new row.

What happens when another customer submits the form?

The same process happens automatically.

Customer:

Priya

Email:

priya@example.com

Service:

WhatsApp API

Google Sheet receives the submitted values.

Use this for lead generation

A simple lead form can ask:

Name

Phone

Email

Requirement

Budget

Once submitted, the information can be stored in Google Sheets for your sales team.

Use this for appointments

You could collect:

Name

Service

Preferred Date

Preferred Time

The resulting Sheet becomes a simple appointment-request list.

Use this for surveys

Example:

How satisfied are you?

Very satisfied

Satisfied

Neutral

Not satisfied

The responses can then be stored in a spreadsheet for analysis.

Why custom fields matter

The Google Sheets workflow depends on having structured customer information.

Instead of keeping the entire answer only inside a conversation, save important values into custom fields.

Example:

Service Interest = WhatsApp Automation

That field can then be mapped into the appropriate Sheet column.

Common problems

No row appears

Check:

  • Google account is connected.

  • Correct Sheet is selected.

  • User Input completed successfully.

  • Field mappings are correct.

  • Required values were actually collected.

Information appears in the wrong column

Review the mapping between Sheet columns and ZazzyAgent fields.

A field is blank

Check whether the response was saved to the expected field before the Google Sheets submission step.

Some information isn't being submitted

Check that the corresponding field is included in the submission mapping.

A simple lead-capture workflow

WhatsApp Customer
       ↓
Ask Name
       ↓
Save Name
       ↓
Ask Email
       ↓
Save Email
       ↓
Ask Requirement
       ↓
Save Requirement
       ↓
Submit to Google Sheets

You can then add more automation after submission.

For example:

Google Sheets submission

Add New Lead label

Start sales sequence

Notify sales team

This turns a conversational form into a practical lead-management workflow.