Integrations
Connect Google Sheets, Google Forms and webhooks
Tanvik connects to the tools you already use. Keep your leads or contacts in a Google Sheet that stays in sync both ways, turn Google Form responses into leads automatically, and let other systems start your automations with a webhook. You don't need to sign in to Google from Tanvik — you just share your sheet or form with Tanvik.
What you can connect
| Integration | What it does | Where to set it up |
|---|---|---|
| Google Sheets sync | Two-way sync between a Google Sheet and your Leads or Contacts | Leads → ⋯ More → Google Sheet sync, or Contacts → ⋯ More → Sync with a Google Sheet |
| Google Forms | Every new Google Form response becomes a lead | Automate → Forms → Edit → Connect Google Form |
| Webhook trigger | Another system (your website, Shopify, Zapier and so on) enrolls a contact into an automation | Inside a saved automation, section Webhook trigger |
| Webhook / API call block | A chat flow notifies another system at any step | Flow Studio → Actions group |
| Store & delivery connectors | Shopify, WooCommerce, Shiprocket and Razorpay | Commerce → Integrations |
| API access | Build your own integration with an API key | Settings → Developer. See Use the Tanvik API |
The Settings → Channels & WhatsApp page has a Data and developers card with shortcuts: Google Sheets (buttons to Leads and Contacts, where the sync is set up) and API keys.
Plans. Sheets sync and Google Forms come with Leads and Contacts. The webhook trigger and the Flow Studio block need Automations and Flow Studio, API access needs API access, and the store connectors need Commerce. All four are part of Pro and Custom.
Google Sheets sync
Connect one Google Sheet to your Leads and, separately, one to your Contacts. Once connected:
- All your existing records are copied into the sheet straight away.
- Changes you make in Tanvik are pushed to the sheet.
- Edits and new rows in the sheet flow back into Tanvik.
- New leads added from the sheet start any Lead Created automations, and new contacts start any Contact Created automations — just like records created any other way.
01
Open Google Sheet sync
Go to Leads and open the ⋯ More menu in the toolbar, then choose Google Sheet sync. For contacts, go to Contacts, open ⋯ More above the list and choose Sync with a Google Sheet. The Sync leads to Google Sheets (or Sync contacts with Google Sheets) window opens.
02
Share your sheet with Tanvik
The window shows a Tanvik email address. Click Copy. In Google Sheets, click Share, paste the address and give it Editor access. You can use a new, empty sheet or an existing one.
03
Paste the sheet link
Copy your sheet's address from the browser and paste it into Google Sheet URL or ID. Optionally enter a Tab name — if you leave it blank, Tanvik uses a tab called Leads (or Contacts).
04
Click Connect
Tanvik writes the column headers and copies your records in. You'll see a message like "Connected — 250 leads synced".
Open the same menu item again at any time to check the connection. You'll see a Connected badge, an Open sheet ↗ link, how many rows are synced, the time of the Last push and Last pull, and the last error if there was one. To stop syncing, click Disconnect — rows already in the sheet are left as they are.
Sheet columns explained
| Leads sheet column | Notes |
|---|---|
| Name, Phone, Email, Company | Editable in the sheet. A record can't lose its phone number from the sheet |
| Status, Source, Stage, Deal Value, Notes | Editable in the sheet. Deal Value must be a number |
| Tags | Comma separated, e.g. website, hot |
| Intent, Added | Read-only. Set by Tanvik — edits in the sheet are ignored. Added is shown in IST |
| Your custom fields | One column per custom field, after the standard ones |
| Contacts sheet column | Notes |
|---|---|
| Name, Phone, Email, Group, Notes | Editable in the sheet. A record can't lose its phone number from the sheet |
| Tags | Comma separated |
| DND | TRUE or FALSE |
| Your custom fields | One column per custom field |
Don't delete or edit the hidden first column. Column A holds a Tanvik ID that links each row to its record. With it in place you can sort and filter the sheet freely.
Add new people as new rows
Type a new row with at least a Phone. Tanvik creates the record on the next sync, and rows without a phone are skipped. On the leads sheet, if a lead with that number already exists, the row is matched to that lead instead of creating a duplicate. A lead without a name is named after its phone number.
Don't edit the same record in both places at once
If one cell changes in the sheet and in Tanvik before the next sync, only one of the edits is kept.
Don't delete rows to delete leads
Removing a row from the sheet does not delete the record in Tanvik. Delete it in Tanvik instead.
Connect a Google Form
A connected Google Form feeds a Tanvik form. Each new response is handled exactly like a submission to that Tanvik form: the same default tags, lead assignment and automation apply, and repeat numbers update the existing lead. So set those up in the Tanvik form first. See Capture leads with Forms.
01
Create and save a Tanvik form
Go to Automate → Forms, click New form and add a field for each answer you want to keep. Click Create form.
02
Click Connect Google Form
Click Edit on the form. In the Google Form section, click Connect Google Form.
03
Share your Google Form with Tanvik
Copy the email address shown. In Google Forms, open your form, click Share and add that address as an Editor.
04
Paste the form's edit link
Open your Google Form for editing and copy the address bar. It ends in /edit. Paste it into Google Form link and click Connect.
Use the edit link, not the "Send" link you share with customers. The Send link won't work.
05
Match the questions
Tanvik lists your Google Form's questions and suggests a matching field for each. Adjust any that are wrong, or choose — don't import — to skip a question. One question must be matched to Phone, and every required field on your Tanvik form must be matched too.
06
Click Connect again
The form editor shows Connected next to your Google Form's name. New responses become leads within about 3 minutes.
| Good to know | |
|---|---|
| Older responses | Only responses submitted after you connect are imported. A response edited after it was imported is not imported again |
| Missing name | If Name isn't matched or is left blank, the lead is named after its phone number |
| Skipped responses | A response with no phone number or an invalid one can't become a lead. The form editor shows how many were skipped and the latest reason |
| Checking status | The editor shows when Tanvik Last checked the form and the Last error, if any |
| Disconnecting | Click Manage → Disconnect. New responses stop syncing; leads already created stay |
Webhooks
Incoming: start an automation from another system. Any tool that can send a web request — your website, a booking system, Shopify, Zapier — can enroll a contact into an automation. The Webhook trigger needs the Automations feature (Pro plan).
01
Open a saved automation
Go to Automate → Automations and open the automation. The Webhook trigger section (the last section of the editor) appears once the automation has been saved.
02
Generate a key
Click Generate key. Then click Copy URL + key to copy the address to send requests to, together with your key.
03
Set up the other system
Have it send a POST request to the endpoint with your webhook_key, the contact's contact_phone and contact_name, and any extra details in metadata. The section shows an Example payload you can copy.
04
Check it's working
Each key shows how many times it has been triggered and when it was last triggered. Use the switch next to a key to turn it off or on.
Treat your webhook key like a password. Anyone with it can enroll contacts into that automation. If a key leaks, switch it off and generate a new one.
Outgoing: notify another system from a chat flow. In Flow Studio, add a Webhook / API call block at any point in a flow. Enter the Webhook URL and choose POST or GET. It's a simple way to alert your own system when, for example, a customer finishes a booking conversation.
Store & delivery connectors
If your plan includes Commerce, go to Commerce → Integrations. Connected tools are listed first, with Settings and Sync now; the ones you can add sit under Available (or Add more) with a Connect button:
| Connector | What it does |
|---|---|
| Shopify | Syncs products and orders from your Shopify store. See Connect Shopify |
| WooCommerce | Syncs products and orders from your WooCommerce store |
| Shiprocket | Pushes orders to Shiprocket for fulfilment and brings back the AWB number and tracking |
| Razorpay | Collect UPI, card and netbanking payments and send payment links on WhatsApp. Set up opens the Payment Gateway page |
Delhivery, PetPooja POS and Shadowfax are listed as Coming soon. For the full commerce setup, see Sell on WhatsApp with Commerce.
Tips & troubleshooting
| Problem | Fix |
|---|---|
| Sheet sync says "Connect failed" | Check you shared the sheet with the Tanvik address as Editor (not Viewer or Commenter), and that you pasted the right sheet link |
| "A sync for this sheet is running right now" | Tanvik is already syncing that sheet. Wait a minute and try again |
| A new sheet row didn't appear in Tanvik | Make sure the row has a Phone. Rows without one are skipped |
| Sheet sync shows a "Last error" | Usually the sheet was unshared or deleted. Fix access, or Disconnect and connect again. Tanvik also alerts you in the notifications bell when syncing starts failing |
| Google Form won't connect | Use the form's edit link (ending in /edit) and share the form with the Tanvik address as Editor |
| "Match one question to Phone first" | Pick Phone for the question that asks for a phone or WhatsApp number |
| Google Form responses stopped arriving | Check the Tanvik form isn't paused, and look for a Last error in the Google Form section of the form editor |
| Webhook calls don't enroll anyone | Check the key's switch is on, the key is copied exactly, and a valid phone number is sent in contact_phone |
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