Add new leads generated through NewOaks AI to Google Sheet

Each lead your NewOaks AI chatbot collects is written to a new row in the Google Sheets spreadsheet you choose, so your team can review and follow up from one list.

NewOaks AI

Google Sheets

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2 steps Setup ~5 min Used on 2.7k sites Free to import

The Add new leads generated through NewOaks AI to Google Sheet workflow on the FlowMattic canvas, with 2 steps across NewOaks AI, Google Sheets — The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

When a NewOaks AI chatbot talks to visitors on your site, the contact details it collects are only useful if someone acts on them. This workflow copies every new lead into Google Sheets, where sales or support staff can sort, assign and add notes without opening the chatbot dashboard.

The NewOaks AI trigger fires when a lead is generated and passes along the details the bot captured. Which fields arrive depends on what your chatbot asks for, such as name, email or phone, so run a test conversation first and look at the data in FlowMattic.

The Google Sheets Add New Row step then writes one row per lead. It ships unmapped: after import, connect your Google account, pick the spreadsheet and worksheet, and match each lead field to a column header. Columns you don't map stay blank, which leaves room for your own status or owner columns.

Every lead produces a row, including repeat visitors who give their details again. Task History lists each run and the row data Google Sheets received.

Sales follow-up list

A small agency's chatbot asks visitors about their project; each lead lands in a shared sheet where the team adds an owner and a call date.

Clinic enquiry log

A dental practice uses a NewOaks bot to take enquiries after hours, and the front desk works through the sheet of new leads each morning.

Campaign reporting

A marketer adds a date column and sums leads per week in the sheet to see how many came through the chatbot during a promotion.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
NewOaks AI Lead Generated
Fires when your NewOaks AI chatbot generates a lead. The details the bot collected, such as the visitor's name and contact information, are passed to Google Sheets.
Step 2Action
Google Sheets Add New Row
Writes one new row to the spreadsheet you choose for each lead. The step ships unmapped, so pick the sheet after import and match the lead fields to your column headers.

What you need

FlowMatticCore
NewOaks AI AccountAccount
Google Sheets AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

Put the column headers in row 1 of the worksheet before you map the step, so FlowMattic can show each column by name.
Add a Slack or email step after the Google Sheets step to tell your team a lead has arrived, mapping the lead's name and contact details into the message.
If you only want leads that left an email address, put a Filter between the NewOaks trigger and the Google Sheets step that continues when the email field is not empty.

Questions about this workflow

Which NewOaks AI lead fields can I put in the sheet?

Whatever the Lead Generated trigger delivers for your chatbot. Run a test conversation, then map the fields you see into the Add New Row step.

Will leads collected before I import this appear in Google Sheets?

No. Only leads generated after the workflow is on start a run. NewOaks also has a Retrieve Leads action in FlowMattic for the last three days, which you could use separately to catch up.

Does a returning visitor create a second row?

Yes, if NewOaks generates a new lead for them. The step always adds a row and doesn't check for existing entries, so you can remove duplicates in the sheet.