Campaigns with Google Sheets

Overview

Call Agent AI enables seamless integration with Google Sheets to help you efficiently manage data in both inbound and outbound campaigns. This integration ensures real-time synchronization, automatically updating lead details, contact information, call statuses, and follow-up actions. Whether you're tracking new leads, managing responses, or overseeing campaign metrics, your data will remain accurate and up-to-date throughout every interaction.

Integrating Google Sheets with Call Agent AI is crucial for organizing and streamlining your call campaigns. This feature allows for easy access to real-time updates, ensuring that all key data points—such as contact details, responses, and appointment dates—are well-organized and always current. The integration also provides customizable headers for your data, allowing you to tailor your workflow for maximum efficiency. Whether analyzing campaign results or refining future outreach, this integration ensures your data is always in sync and readily available.

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Watch the Tutorial

For a visual walkthrough, watch the tutorial here: How to Integrate Google Sheets for Inbound and Outbound Campaigns.

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Step 1: Prepare Your Google Spreadsheet

1

Create a Google Sheet with appropriate headers based on your needs.

Lead's Name	Phone Number	Email Address	Home Address

You can also add additional headers:

• Lead's Response

• Services They're Interested In

• Booked Appointment Dates and Times

2

For Inbound campaigns, add the headers, and the system will populate the spreadsheet automatically when calls are received.

3

For Outbound campaigns, prepopulate the spreadsheet with at least the lead's name and phone number, along with any other information you wish to discuss or verify during the call.

Make sure the sheet has headers in the first row.

Step 2: Set Up Your AI Assistant

1

Sign in to your Call Agent AI account. You can login here.

2

From the Dashboard, navigate to the Assistants tab on the left-hand side of the screen. Here, you will see a list of all the assistants you have created.

3

Find the assistant you want to configure and click the Preview button.

4

Name your assistant.

5

Add an opening spiel.

6

Assign a Twilio number.

Assign a unique Twilio number for each assistant to keep campaigns separate.

7

Configure identifiers, SMS/email notifications, and prompts tailored for inbound or outbound calls.

Tailor your prompts to match common customer interactions for better engagement.

Step 3: Share Your Sheet with Our Service Account

1

Open your Google Sheet.

2

Click the “Share” button in the top-right corner.

3

Enter this email address: [e-mail]

4

Set the permission to Editor.

If the sheet is not shared properly, syncing will fail.

5

Click Send.

Disclaimer: Call Agent AI does not store any data from your Google Sheet. Our system only accesses your spreadsheet during campaign execution to read and update lead information as needed. All updates — such as call outcomes — are written directly back into your sheet in real time after the campaign completes. At no point is your spreadsheet data stored or retained in our system.

Step 4: Get Your Sheet ID

1

Your Sheet ID is a unique identifier found in your Google Sheet’s URL.

Example URL: https://docs.google.com/spreadsheets/d/1AbCDefGhIJklMnoPQRstuVWxyz1234567/edit

• The Sheet ID is the string between /d/ and /edit → In this case: 1AbCDefGhIJklMnoPQRstuVWxyz1234567

2

Copy your Sheet ID. You’ll need it in a later step.

Step 5: Find Your Tab Name

1

Each sheet in a Google Spreadsheet has a tab name. By default, it's usually called Sheet1 unless renamed.

2

Look at the bottom-left corner of the Google Sheet.

3

Note or copy the name of the tab you want to use. Make sure it matches exactly when entering it into Call Agent AI.

Step 6: Create a Campaign

1

Log in to your Call Agent AI dashboard.

2

Go to the Campaigns module.

3

Fill in the following campaign details:

• Campaign Name

• Select Assistant

• Call Type: Outbound or Inbound

• Campaign Schedule

4

Click Create to proceed.

Step 7: Enter Your Google Sheet Details

1

Inside your campaign, go to the Google Sheet tab.

2

Paste your Sheet ID into the Sheet ID field.

3

Enter your Tab Name into the Tab Name field.

4

Click the “Sync Sheet” button.

This allows the system to fetch the headers from your Google Sheet. This data will only be used at runtime for campaign execution and our system will automatically update your sheet once the campaign is completed.

Step 8: Finalize and Run Your Campaign

1

After syncing, you’ll see a list of columns from your sheet.

2

Select the column that contains your lead’s phone numbers (e.g., “Phone Number”).

Make sure you select the correct phone number column during campaign setup.

3

Click the Save button to finalize your campaign setup.

4

If you’d like to start the campaign immediately, click the “Run Now” button.