Connect Your Google Account
1
Open Google Workspace Integration
In Soneka, go to Settings → Integrations → Google Workspace and click Connect Google Account.
2
Choose Your Google Account
A Google OAuth popup will open. Select the Google account (personal or Workspace) you want to connect to Soneka.
3
Review and Grant Permissions
Soneka requests access only to the specific Google products you use. Review each permission, then click Allow. You can grant access to individual products (Calendar, Sheets, Docs, Forms) and revoke any of them independently later.
4
Connection Confirmed
You’ll be redirected back to Soneka with a Connected status. Individual product cards will show as active under the Google Workspace integration panel.
Soneka’s use of Google API data complies with Google’s Limited Use requirements. Data accessed via Google APIs is used only to provide the integration features described on this page and is never shared with third parties or used for advertising.
Google Calendar
Book appointments through WhatsApp conversations, automatically generate Google Meet links, and handle rescheduling and cancellations — all without leaving the chat.Booking Appointments in Chat
1
Create an Appointment Type
In Soneka, go to Bookings → Appointment Types → New. Set the name, duration, buffer time, and link it to a Google Calendar.
2
Share the Booking Link in Chat
In any conversation, use the Book Appointment quick reply or add a Booking action to a flow. Soneka sends an interactive availability picker to the customer inside WhatsApp.
3
Customer Selects a Slot
The customer picks a date and time from available slots (pulled live from your Google Calendar). Soneka creates the event, sends a confirmation message with all details, and adds both parties to the invite.
Auto Google Meet Links
When Video Meeting is enabled on an appointment type, Soneka automatically generates a Google Meet link and includes it in the confirmation message sent to the customer. No manual link creation needed.Timezone Handling
Soneka detects the customer’s timezone from their WhatsApp profile or from a timezone-selection step in your booking flow, and displays available times in their local timezone. The Calendar event is created with the correct UTC offset for both parties.Cancellations and Rescheduling
Customers can cancel or request a reschedule by replying to their confirmation message with a keyword (e.g., “cancel” or “reschedule”). Soneka will:- Delete or update the Google Calendar event.
- Send a cancellation or new-slot confirmation to the customer.
- Notify your team via a Soneka inbox alert.
Google Sheets
Use Sheets as both a data source (to trigger WhatsApp messages) and a data destination (to export lead and conversation data).Import Contacts to Trigger Flows
1
Prepare Your Sheet
Create a Google Sheet with a header row. Include at minimum a
phone column in E.164 format. Add any other columns (name, product, expiry date, etc.) you want to use as personalization variables.2
Connect the Sheet in Soneka
Go to Flows → New Flow → Trigger: Google Sheets Row Added and authorize access to your Sheet. Map the column headers to Soneka contact fields and flow variables.
3
Define the Flow
Build the message sequence that fires when a new row is added. Reference column values as variables (e.g.,
{{name}}, {{renewal_date}}). Activate the flow and add rows to the Sheet to trigger messages.Export Lead Data to Sheets
In Reports → Export, select Export to Google Sheets to push conversation summaries, lead capture form responses, or contact activity logs into a Sheet of your choice. Exports can be scheduled (daily, weekly) or triggered manually.Google Docs
Generate personalized documents — contracts, proposals, onboarding packs — from Docs templates and send them to customers directly in WhatsApp.1
Create a Docs Template
In Google Docs, create your template document and mark dynamic fields using double-brace placeholders (e.g.,
{{client_name}}, {{contract_value}}, {{start_date}}).2
Register the Template in Soneka
Go to Integrations → Google Docs → New Template, select the Docs file, and map each placeholder to a Soneka contact field or flow variable.
3
Add to a Flow or Send Manually
In a Flow, add a Generate Document action. Soneka fills the template with the contact’s data, creates a new Doc in your Drive, and sends the shareable link (or a PDF export) in the WhatsApp conversation.
Google Forms
Trigger personalized WhatsApp follow-up messages whenever a customer submits a Google Form — perfect for lead capture, event registration, or post-purchase surveys.1
Connect Your Form
In Soneka, go to Flows → New Flow → Trigger: Google Form Submission and select the Form you want to monitor. Soneka links to the Form’s response sheet to watch for new entries.
2
Map Form Fields
Map the form response columns (name, email, phone, answers) to Soneka variables. The phone number field is used to identify or create the WhatsApp contact.
3
Design the Follow-up Message
Build the message that fires on submission. Reference form answers as personalization variables (e.g., “Thanks for registering for
{{event_name}}, {{first_name}}!”). Activate the flow.