Your AI Agent Logs Everything to Google Sheets

Capture leads, log feedback, update records, and pull data, all from chat. Boei's agentic AI calls the Google Sheets API on the fly and works across web chat, WhatsApp, email, and SMS.
✓Log leads + feedback✓Look up + update records✓You pick which actions are on
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Google Sheets Capabilities

What Your AI Agent Can Do With Google Sheets

Boei's agentic AI calls the Google Sheets API directly during conversations. No marketplace, no glue code. The agent figures out the right call, runs it live, and replies in the chat.

Log a new lead

The agent collects the right fields and creates a row in Google Sheets with timestamp, source, and full transcript.

I'm interested in your service
Got it. I've logged you in Google Sheets with your details and a transcript of our chat.

Look up an existing record

Customers ask about their order/booking/account, the agent fetches the row from Google Sheets and replies inline.

What did I order last time?
Looking up in Google Sheets... last order was 12 May, two boxes of premium roast. Want a re-order?

Update an existing row

Status changes, address updates, plan switches, the agent edits the Google Sheets row directly from the chat.

Update my address to 12 Rue de Lyon, Paris
Done. Address updated in Google Sheets. Anything else?

Capture structured feedback

Bug reports, feature requests, NPS responses, all logged to the right table in Google Sheets with the right tags.

The export button is broken on Safari
Logged in Google Sheets as 'Bug · Export · Safari'. Engineering will be notified.

Need something else? Tell the AI in plain English. The agent figures out the right Google Sheets API call and runs it live.

The Spreadsheet CRM That Fills Itself

You do not need a fancy CRM to track leads. A well-organized Google Sheet with name, email, phone, message, and source columns does the job for most small businesses. The problem is getting leads into that spreadsheet consistently. Someone always forgets to log a conversation, and leads slip through.

Boei solves this by making the logging automatic. Every time someone contacts you through your website chat, WhatsApp, email, or any other Boei channel, the AI agent captures their details and sends them to Google Sheets via webhook. A new row appears with their name, email, phone number, the message they sent, which channel they used, and the page they were on.

Your spreadsheet becomes a real-time lead log that you never have to update manually. Filter by date to see today's leads. Sort by channel to see where your leads come from. Share the sheet with your team so everyone has the same view. It is the CRM you already know, powered by AI.

How Leads Get Into Your Spreadsheet

Automatic, accurate, and instant

1

Visitor Starts a Conversation

Someone visits your website and reaches out through the chat widget, WhatsApp button, contact form, or AI chatbot. They share their question and contact details.
2

AI Agent Captures Lead Data

The AI agent handles the conversation, collects name, email, phone if shared, and notes the channel, page URL, and conversation summary.
3

New Row Added to Your Sheet

A webhook sends the data to Google Sheets via Zapier. A new row appears with all lead details in the columns you configured. Your team sees it immediately.

What Small Businesses Do With Their Lead Sheet

Lead Tracking Without a CRM

Not ready for HubSpot or Salesforce? A Google Sheet with automatic lead logging gives you 80% of what a CRM does at zero cost. Sort, filter, and follow up from a tool you already use every day.

Conversation Logging for Compliance

Some industries need records of customer interactions. Every conversation gets logged with a timestamp, customer details, and the full exchange. Your compliance team gets an auditable log without extra software.

Daily and Weekly Lead Summaries

Use Google Sheets formulas or pivot tables to create automatic summaries. How many leads this week? Which channel brings the most? What pages convert best? The data is already there.

Custom Column Mapping

Map any data the AI extracts to your own columns. Company name, industry, product interest, budget range, whatever your sales process needs. The AI pulls it from the conversation and slots it into the right column.

Frequently Asked Questions

How does the Google Sheets connection work?

Boei sends lead data via webhook when someone contacts you through any channel. Zapier receives the webhook and appends a new row to your Google Sheet. You configure which columns get which data in the Zapier setup.

Can I use an existing Google Sheet?

Yes. You point Zapier to any existing Google Sheet and map the webhook data to your column headers. No need to create a new spreadsheet or change your current format.

What data gets logged for each lead?

By default: name, email, phone number (if provided), message content, channel used, page URL, timestamp, and conversation summary. You can add custom columns for any additional data the AI extracts.

Will it create duplicate rows for returning visitors?

Each conversation creates a new row by default. If you want to avoid duplicates, you can configure your Zapier workflow to check for existing rows by email and update them instead of creating new entries.

What Boei plan do I need?

Webhook integrations require the Growth plan at $49/month with annual billing. This includes 3 chatbots, 7,000 AI credits, API access, and 3 agent seats alongside webhook functionality.

Is Google Sheets reliable enough for lead tracking?

For most small businesses, absolutely. Google Sheets handles thousands of rows without issues, offers real-time collaboration, and integrates with everything. It is the most accessible lead tracker available, and with Boei filling it automatically, you never miss a lead.

Your Best CRM Might Be the Spreadsheet You Already Have

Let Boei fill your Google Sheet with every lead, every conversation, every channel. Automatically.

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✓ 7-day free trial • ✓ No credit card required • ✓ Works with any Google Sheet