ChatPlace offers several options for exporting client data:
Export to CSV (Google Sheets or Excel)
To do this:
Open your Project Settings
Go to the Clients section
Click “Export”
✅ Exporting clients is not available on the Free plan.
Important: At the moment, variable values cannot be exported in the .csv file. You can only pass variables to a CRM or via Telegram notifications. Exporting variable values will be available in future updates.
After clicking Export, a window will appear where you can select the account and choose which client data to export:
You can also export the entire client list, or only users with a specific tag.
The data will be downloaded as a table that can be opened in Excel or Google Sheets.
Export to CRM Services
ChatPlace has direct integrations with various platforms, including CRM systems. You can automatically send data from an automation flow directly to your CRM.
To send data to a CRM:
In the automation builder, set up a Data collection block
Then add the action: Send Data to CRM
Select the deal type and specify which stage the user should be added to — e.g., “New Contact”
Add deal information:
- Choose a field
- Select the variable where the data is stored
- Map it to the corresponding field in KommoCRM
If the desired CRM field doesn’t exist yet, enter a name — the system will suggest creating a new field.
👉 See the guide How to send data to CRM.
This allows you to transfer all necessary data stored in variables directly from ChatPlace. Once the user reaches that step in the automation, the data will be sent to your CRM.
Export as Telegram notifications
Go to your Project settings → choose the Telegram notifications integration
Set up Telegram notification delivery
In the automation builder, configure Collect client data
After collecting data, add the action: Telegram Notification
In the notification message, include all the necessary variables where client data is stored.
As soon as the client reaches this step, a special Telegram bot will send the operator a message with all the collected client information.
👉 See the detailed guide: How to set up Telegram notifications.
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