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The Google Sheets integration turns a spreadsheet into a live data source for your agents. Look up offers, prices, or customer records mid-call, write each call’s outcome to a log sheet, and add contacts to an agent whenever a row is added.

Connect Google Sheets

1

Find Google Sheets in the App Center

Open App Center, search for Google Sheets, and click +.
2

Sign in with Google

Enter a Connection Name, click Connect, and sign in with the Google account that can access your sheets. On the Google consent screen, click Allow to grant access to Drive files and Sheets spreadsheets.
Google Sheets connection window with a Connection Name field and Connect buttons

Name the connection and click Connect

3

Confirm the connection

Google Sheets shows a check mark under Connected Apps.
The connection can only see sheets the Google account can open. Share the sheets you need with that account. For sheets in a shared drive, turn on Include Shared Drives (under Advanced) in the action.

Available actions

Most actions come in two forms with the same name, for example two Find Rows or two Add Row entries. One picks the Spreadsheet and Worksheet from drop-downs; the other takes a Spreadsheet ID and Worksheet ID as text, which is handy when the IDs come from variables. Both do the same thing. This page describes the drop-down form.

Rows

Cells & ranges

Spreadsheets & worksheets

Available triggers

Use New Row Added to add a contact to an agent each time a row is added, for example from a web form that writes to a sheet. New or Updated Row also fires when an existing row changes; set Trigger Column to fire only when one column changes. Instant triggers rely on Google’s change notifications, so delivery can lag by a few minutes. See Triggers.

Use Google Sheets in an agent

Look up data during a call (Find Rows)

Add Find Rows as an in-call action to fetch data while the contact is on the line. The response uses your column headers as keys, and each match includes its row number:
A reliable pattern for live lookups:
1

Capture the search value

Before the action, make sure the agent has the value to search for, either as a contact variable or as a value the AI extracts from the conversation (a Variables Extracted with Prompt field on the action).
2

Run Find Rows with a short fallback phrase

For example, “Let me check that for you.” The contact hears this while the lookup runs.
3

Tell the agent how to use the result

In the next step, add an instruction that says which row to pick and what to say, for example “Offer the cheapest plan with more data than the customer’s current plan.”
4

Handle no results

Add a scenario or branch for when nothing matches.

Log every call (Add Row)

Add Add Row as a post-conversation action. Choose the Spreadsheet and Worksheet, turn on First Row Contains Headers to enter values by column name, then map each column under Values to a contact variable, a post-call analysis answer, or call data such as the outcome. Leave the outcome filter empty to log every call, or filter to log only some outcomes. To keep one row per contact instead of one per call, use Find or Create Row with the phone number as the Search Value: it returns the existing row or appends a new one.

Best practices for lookup sheets

  • One row per item, headers in row 1. The headers become the response keys.
  • Short, consistent header names in snake_case, for example data_cap_gb, price.
  • Clean values. Store numbers as numbers (no units in the cell) and dates in ISO format (2026-10-26).
  • A dedicated lookup tab with only the columns the agent needs.
  • Keep it small. Large sheets make in-call lookups slower. Filter to the rows that matter.

Troubleshooting

The connected Google account can’t access it. Share the sheet with that account, or turn on Include Shared Drives if it’s in a shared drive.
Check that the column header matches and that the search value has the same format as the cell (for example, a phone number with or without +). Turn off Exact Match to test partial matches.
Number of Rows defaults to 1. Raise it to get more matches.
The sheet’s headers changed after you set up the action. Reopen the action, reselect the worksheet, and remap the columns.
Reduce the sheet size or search a smaller tab, and use a fallback phrase so the contact isn’t left in silence.

Actions overview

Where each action runs and what data it can use.

Actions

Configure in-call action settings.

Triggers

Add contacts from new rows.

App Center

Manage connections.