Add every new spreadsheet lead to Freshchat as a contact

By General Input

Every time you add a customer or lead to your Google Sheet, they become a contact in Freshchat, so your team has them on file before the first chat.

Integrations

  • Freshchat
  • Google Sheets

Type

Deterministic Code

Categories

  • Operations
  • Customer Support

Whenever a new row is added to my Google Sheet of customers and leads, add that person to Freshchat as a contact so my agents always have them on file before the first chat. Use a poll trigger on new Google Sheets rows as the trigger for this workflow. Because the trigger fires exactly once per new row and the column-to-field mapping is fixed, build this as a deterministic code workflow with no reasoning step.

For each new row, read the name, email, and phone columns, plus any tag or attribute columns the sheet includes.

If the row has neither an email nor a phone, skip it entirely and do not create a contact, so we never create empty contacts. Only continue when at least one of email or phone is present.

Otherwise, create the matching Freshchat end-user with the Freshchat Create User operation. Map the name onto the user's first and last name, the email onto the email field, and the phone onto the phone field. Map any extra tag or attribute columns onto the user's custom properties so agents see the full profile.

Do not try to look up or de-duplicate contacts first: Freshchat exposes no search-user-by-email operation, so a true upsert is not possible. Since the new-row poll trigger fires exactly once per row, each contact is created exactly once and no lookup is needed.

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