Native Integrations New

Native Integrations are built-in, one-click connections to popular third-party services. Unlike outbound webhooks (which require an external automation platform), native integrations work directly within Sydx AI with zero external setup.

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Google Sheets Live

Automatically sync your CRM data — leads, contacts, and messages — to Google Sheets. Use it for reporting, backup, or sharing data with team members who don't use the CRM.

How It Works

1. You connect your Google account via OAuth 2.0
2. In the Flow Builder, add a Google Sheets node
3. Select a spreadsheet and sheet
4. Map CRM data fields to sheet columns
5. When the flow triggers, data is automatically written to your sheet

Connecting Google Sheets

Step 1: Navigate to Integrations

1. Open the Sydx AI dashboard
2. Go to Settings → Integrations
3. Find Google Sheets under Native Integrations

Step 2: Connect Your Account

1. Click "Connect Google Sheets"
2. A Google sign-in popup will appear
3. Select your Google account
4. Grant access to Google Sheets and Google Drive (read-only, for listing spreadsheets)
5. Click Allow

Step 3: Verify Connection

Once connected, you'll see a green "Connected" badge with your Google email address in the Integrations section.

tip

The connection uses OAuth 2.0 with automatic token refresh. You only need to connect once — Sydx AI will handle token renewal automatically.

Using Google Sheets in Flow Builder

After connecting, you can use Google Sheets in your chatbot flows:

1. Open the Flow Builder and create or edit a flow
2. Add a Google Sheets node to your canvas
3. Configure the node:
   • Spreadsheet — Select from your Google Sheets (dropdown)
   • Sheet — Select the specific sheet tab
   • Action — Choose "Append Row" (adds a new row with data)
   • Column Mapping — Map CRM variables to sheet columns

Available Variables for Mapping

Variable	Description
_contactPhone	The customer's WhatsApp phone number
_contactName	The customer's display name
_triggerMessage	The message that triggered the flow
_flowName	The name of the current flow
_startedAt	Timestamp when the flow started
Custom variables	Any variables collected via "Wait for Input" nodes

Disconnecting Google Sheets

1. Go to Settings → Integrations
2. Click "Disconnect" next to Google Sheets
3. Confirm the disconnection

note

Disconnecting will not delete any data already written to your Google Sheets. It only stops future data syncing.

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Upcoming Native Integrations

We're actively building more native integrations:

Integration	Status	Description
Google Sheets	✅ Live	Sync CRM data to spreadsheets
Slack	🔜 Coming Soon	Send notifications to Slack channels
HubSpot	🔜 Coming Soon	Two-way contact sync with HubSpot CRM
Shopify	📋 Planned	Order notifications and customer lookup

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Native vs. Outbound Webhooks

Not sure which to use? Here's a quick comparison:

Feature	Native Integration	Outbound Webhook
Setup	One-click OAuth	Manual URL configuration
Configuration	Visual drag-and-drop in Flow Builder	External tool setup required
Data mapping	Built-in field mapping UI	You handle data parsing
External tool needed	❌ No	✅ Yes (n8n, Zapier, etc.)
Flexibility	Limited to supported actions	Unlimited — any tool, any workflow
Best for	Simple, common tasks	Complex, custom automations

tip

Use native integrations when you want a quick, no-code solution for common tasks (e.g., saving leads to Google Sheets).

Use outbound webhooks when you need complex, multi-step workflows or want to connect to tools we don't natively support yet.