WA.cr

Use Google Sheets in your Auto Flows

Add a Google Sheets step to save leads, update records and look up details mid-conversation.

A Google Sheets step reads or writes one row each time a contact reaches it. Use it to keep a running list of leads, update someone's record when they reply, or look up their details and use them in the next message.

Steps

  1. Open Auto Flows and edit a flow.
  2. Drag in the Google Sheets step, or pick it from the step list.
  3. Choose the Google account you connected.
  4. Search for a spreadsheet, then choose a tab.
  5. Press Load columns — WA.cr reads the first row of the tab and shows one box per column.
  6. Fill in the boxes you want written. Leave the rest blank.
  7. Connect the step's Success and Error branches to what should happen next.

What each operation does

  • Add a row — always appends to the bottom. Best for a running list, like new leads.
  • Add or update a row — looks for a row where your chosen column matches. Updates it if found, adds a new one if not. Best for one row per customer.
  • Update a row — only updates. If nothing matches, the step takes its Error branch.
  • Look up a row — finds the first matching row and saves the columns you pick, so later steps can use them.
  • Create a spreadsheet or Create a tab — makes a new file or tab, and saves its id for later steps.

Putting values in cells

Type plain text, or use a placeholder for something the flow already knows:

  • {{contact.name}} and {{contact.phone}} — who you're talking to.
  • {{var.something}} — a value an earlier step saved.
  • {{attr.city}} — a contact detail you store.

Anything a flow doesn't know is written as an empty cell, never as the placeholder text.

Before you start

  • The tab needs a header row — the column names in row 1 — for the boxes to appear. If yours has none, use the range option instead.
  • Only the columns you fill in are touched. An update never blanks a column your flow doesn't know about.
  • Every operation branches. Connect the Error branch so a missing row or a Google outage doesn't leave the contact stuck.

If it doesn't work

  • No columns appear — check the tab has names in its first row, then press Load columns again.
  • The step always takes Error — open Integrations and press Test on the account; access may have expired.
  • "That column doesn't exist" — a column was renamed in the sheet. Press Load columns again and re-save the step.
  • Nothing matched — the match must be exact, apart from spaces at the ends. Check for a different spelling or a trailing character.