Integrations
Your sales team already lives in Sheets. Edesy syncs every WhatsApp conversation outcome — leads, orders, support tickets, survey responses — into the Sheet you already use. No new tools to learn.
Setup time
OAuth + map columns
Sync
Row added per conversation
Map
Bot variables → columns
Mode
Never overwrites
When a bot conversation completes (lead captured, appointment booked, order placed), a new row appears in your Sheet within seconds — fully populated with captured data.
Drag-and-drop UI maps bot variables to Sheet columns. {{lead.name}} → column A, {{lead.phone}} → column B. Update mappings anytime.
Optionally append rows during the conversation (not just at end). Useful when you want partial-fill data even if the customer abandons.
Save on 'completed', 'handed_over', or 'all'. Filter which conversations end up in which Sheets. Multiple sheets per bot supported.
Lending leads to one Sheet, support tickets to another, surveys to a third. The bot picks the right Sheet based on conversation outcome.
Connect via Google OAuth — no API keys to manage. Credentials are scoped to your workspace; revoke from Google anytime to instantly disconnect.
OAuth flow — pick the Google account, grant Sheets access. Edesy only requests write access to sheets you explicitly select.
Choose an existing Sheet from your Drive, or let Edesy create a fresh Sheet with column headers pre-populated based on your bot's variables.
Drag {{lead.name}} → column A, {{lead.email}} → column B, etc. The mapper shows you live previews of what each row will look like.
Save on 'completed' (default — only when conversation ends successfully), 'handed_over' (when bot escalates), 'all' (every conversation regardless of outcome).
As bot conversations complete, rows append to your Sheet in real time. Your existing Sheet formulas, conditional formatting, and dependent reports all just work.
| Feature | Edesy | Typical alternative (Zapier, etc.) |
|---|---|---|
| Native Google Sheets integration | Via 3rd-party | |
| Visual column mapping | JSON config | |
| Real-time sync (sub-second) | Polling | |
| Incremental save during convo | ||
| Multi-sheet routing | One-to-one only | |
| Cost per sync | $0 (included) | $0.001+ per Zap |
| OAuth security | ||
| Setup time | 2 min | 10–30 min |
Bot qualifies leads with 8 questions; on completion, row appears in 'Inbound Leads' sheet that sales reps already work from.
Sales response time on hot leads down to <10 min
When reservation system is full, bot captures wait-list signups into 'Wait List' Sheet sorted by party size.
Zero leads lost during peak hours
Demo class bookings, course inquiries, parent questions all routed to dedicated sheets per admissions counselor.
Counselor follow-up rate up 4x vs unified CRM
Bot captures auto/home/life quote inputs into respective sheets; underwriters work directly from spreadsheet.
Quote turnaround time halved
Buyer profile + criteria + budget captured into Sheet that agent matches against listings manually.
Agent productivity up: ~12 leads worked per day vs 5
Appointment bookings flow into a master Sheet that the clinic's existing scheduling system reads from.
Eliminated double-booking errors
There's a temptation in SaaS pitches to push customers toward proprietary CRMs and lead management systems. The reality is that Google Sheets is the most-deployed CRM in the world — and for most teams under 50 people, it's the right tool. Sheets is flexible, free, collaborative, and integrates with everything. The only thing it lacks is automatic data capture from customer interactions — which is exactly the gap WhatsApp + Edesy fills.
The integration is designed to feel native. You don't import data from Edesy into Sheets via a CSV — rows appear in your existing Sheet in real time as bot conversations complete. Your existing pivot tables, conditional formatting, sales reports, and dependent automations all keep working. The Sheet is the source of truth; Edesy just adds the rows.
The technical implementation uses Google Sheets API with OAuth scoped access, append-only writes (we never modify existing rows), and credential storage in our credential vault (encrypted at rest, never logged). The biggest engineering nuance is timing: when does a 'conversation complete' event fire? Edesy supports three modes — 'completed' (when the bot reaches an end state explicitly), 'handed_over' (when the bot escalates to a human), and 'all' (every conversation regardless of outcome). The right choice depends on your use case — sales teams typically want 'completed' only; ops teams often want 'all' to see drop-offs.
The compounding power comes when you combine Sheets with other tools. Sheets feeds into Looker Studio for dashboards, into Apps Script for further automation, into Zapier for pushing data to other systems. By making WhatsApp conversations a clean data source in Sheets, Edesy plugs into an ecosystem most teams already have wired up. That's a much better integration story than asking customers to learn a new CRM.
Free workspace, 2-minute Google OAuth, drag-and-drop column mapping. Your existing sales process doesn't change — just gets more data.