Make (Integromat) Integration

This guide will show you, step-by-step, how to leverage Make to seamlessly send data collected by your Chatbotbuilder.ai chatbot to various applications. We'll use Google Sheets as a practical example, but the core process applies to most apps supported by Make's vast library.

Preparation:

• A Chatbotbuilder.ai account https://www.chatbotbuilder.ai/

• A Make account

• A Google Sheet where you want to store the data

Step 1: Connecting Chatbotbuilder.ai to Make

1. Navigate to Settings within your Chatbotbuilder.ai dashboard.
   
   

2. Click on Integrations.
   
   
   
   

3. Select the Make icon.
   
   

4. You'll be redirected to Make. Log in to your Make account or create a free one if you haven't already.
   
   Here is the invitation link: https://www.make.com/en/hq/app-invitation/008975a639bc124350c02c146bbefc60
   
   

Step 2: Building a Flow in Chatbotbuilder.ai

1. Go to the Flows section in your Chatbotbuilder.ai dashboard.
   
   

2. Click the Create Flow button and give your flow a descriptive name that reflects its purpose (e.g., "Make Action - CBB to GS").
   
   
   

3. Within the flow builder, design the conversation flow to collect user data you want to send to other apps. You can also store this data in Custom User Fields (CUFs) for later use.
   
   

4. In the Actions section on the right side of the flow builder, locate and click the Trigger Make option.
   
   
   

5. Assign a clear name to your Make trigger (e.g., "Send to Google Sheets"). This action will initiate the data transfer to Make.
   
   
   

6. Finally, publish your flow in Chatbotbuilder.ai.
   

Step 3: Creating a Scenario in Make

1. Head over to your Make account and navigate to the Scenarios section.
   
   

2. Click the Create Scenario button to initiate a new scenario.
   
   

3. Utilize the search bar and type "Chatbot Builder." Select the ChatGPT Builder App from the search results.
   
   
   

4. Choose the 'Watch new "Trigger Make" Event' action. This action will listen for the trigger you created in your Chatbotbuilder.ai flow.
   
   
   

5. Connect your Chatbotbuilder.ai account by entering your account access token. You can find this token within your Chatbotbuilder.ai settings.
   
   
   

6. In the Trigger section, select the specific Make trigger you created earlier in your Chatbotbuilder.ai flow (e.g., "Send to Google Sheets").
   
   
   

Step 4: Integrating Google Sheets

1. Search for the Google Sheets App within the same scenario you're building in Make.
   
   
   

2. From the available actions, select 'Add Row'. This action will create a new row in your designated Google Sheet to store the incoming data.
   

3. Connect your Google account that has access to the target spreadsheet.
   
   
   

4. Select the specific spreadsheet and worksheet where the data will be stored.
   
   
   

5. Now comes the crucial part: data mapping. Here, you'll meticulously match the data points collected by your chatbot in Chatbotbuilder.ai with the corresponding columns in your Google Sheet. Ensure each data point gets mapped to the correct column for accurate organization.
   
   
   

Step 5: Testing and Activation

1. In your Make scenario, click the Activate button to turn it on.
   
   

2. Go back to your Chatbotbuilder.ai flow and initiate a test run by simulating a user interaction that triggers the flow.
   
   

3. If everything is configured correctly, the data collected during the test interaction from your chatbot should be successfully transferred and reflected in a new row within your designated Google Sheet.
   
   

Congratulations! You've successfully established a seamless connection between your Chatbotbuilder.ai chatbot and Make, allowing you to transfer data to various applications effortlessly. Remember, this process can be replicated to connect your chatbot with a multitude of apps using Make's extensive library, vastly expanding its functionality.

Important Note: This guide serves as a practice scenario for using Make (formerly Integromat) with ChatbotBuilder.ai. For a faster and more efficient way to integrate your chatbot data with Google Sheets, we highly recommend using our native Google Sheets integration within ChatbotBuilder.ai itself. This native integration streamlines the process and eliminates the need for external tools like Make.

For a more visual explanation of these steps, you can also refer to Wendy's video course (Chatbot Builder + Superpowers). In the course, Wendy will walk you through a detailed process of using Make with Chatbotbuilder.ai

Here's the link to Wendy's course: Chatbot Builder + Superpowers