Integrating Google Sheets in your workflow

Last updated: March 27, 2025

Automate Customer Calls with Google Sheets and Phonely

This guide walks you through integrating Google Sheets with Phonely to automate customer interactions. By connecting your spreadsheet, syncing column data, and setting up conditional call flows, you can ensure personalized greetings for customers based on their phone numbers. Follow these simple steps to streamline your call automation process and improve customer engagement effortlessly

Step 1: Prepare Your Google Sheet

  1. Open Google Sheets and create a new sheet.

  2. Add necessary columns, such as Name and Number (customer phone numbers).

  3. Enter sample data for testing.

Step 2: Connect Google Sheets to PhoneLink

  1. Open PhoneLink and navigate to the Google Sheet Block.

  2. Click "Connect" to link your Google Drive account.

  3. Select the spreadsheet you want to integrate.

  4. Choose the correct tab where your data is stored.

  5. Click "Sync Column Names" to import all column headers into Phonely.

Step 3: Add a Condition to Route Calls

  1. Set up a condition to check if the incoming customer phone number matches a number in your Google Sheet.

  2. Define two possible paths:

    • Success Path: If the number matches, greet the user by name.

    • Error Path: If there is no match, end the call.

Step 4: Publish and Test

  1. Click "Publish" to activate your setup.

  2. Run a test by simulating a call.

  3. If the phone number exists in the sheet, Phonely will greet the user with their name.

  4. If not, the system will follow the error path and end the call.

Now your Google Sheets and Phonely are fully integrated to handle calls dynamically!

For additional help, visit our Help Center or contact us at support@phonely.ai.