Google Sheets & Excel Integration

OutCaller AI provides powerful Google Sheets & Excel integration that allows you to sync leads data between your spreadsheets and the platform. This integration supports multiple sync modes to fit your workflow needs.

Overview

The Google Sheets & Excel integration enables you to:

• Import leads from existing spreadsheets into OutCaller AI
• Export call results and lead data to Google Sheets & Excel
• Maintain bidirectional synchronization between your spreadsheet and the platform
• Filter data by specific agents for targeted operations
• Automate your lead management workflow

Setup

Prerequisites

Before setting up the integration, ensure you have:

• A Google account with access to Google Drive
• Spreadsheet with your leads data
• At least one outbound agent configured in OutCaller AI
• Proper permissions to read/write the target spreadsheet

Connection Process

1. Connect Google Account

   • Navigate to Settings → API Keys → Integrations Drive Integration
   • Click "Connect Google Drive"
   • Authorize OutCaller AI to access your Google Drive

2. Select Spreadsheet

   • Click "Choose Spreadsheet" to open Google Picker
   • Browse and select your target spreadsheet
   • The system will display the selected file name

3. Configure Sync Settings

   • Choose your preferred sync mode
   • Select the target agent for lead operations
   • Confirm the configuration

Sync Modes

The integration supports three distinct sync modes to accommodate different workflows:

Read Only (Spreadsheet → Platform)

Use Case: Import leads from your existing spreadsheet into OutCaller AI

• Direction: One-way import from spreadsheet to platform
• Function: Creates new leads under the selected agent
• Best For: Initial data import, external lead sources
• Agent Role: Target agent where all imported leads will be created

Example Workflow:

1. Marketing team updates leads in Google Sheets
2. Sync imports new leads to OutCaller AI
3. Sales agents make calls using the imported data

Write Only (Platform → Spreadsheet)

Use Case: Export call results and lead updates to your spreadsheet

• Direction: One-way export from platform to spreadsheet
• Function: Updates spreadsheet with call results and lead status
• Best For: Reporting, external CRM updates, data backup
• Agent Role: Filter to export leads from specific agent only

Example Workflow:

1. Agents complete calls in OutCaller AI
2. Sync exports results to Google Sheets
3. Management team reviews performance in spreadsheet

Two-Way Sync

Use Case: Maintain bidirectional synchronization between platform and spreadsheet

• Direction: Bidirectional sync (import and export)
• Function: Imports new leads and exports call results simultaneously
• Best For: Collaborative workflows, real-time data sharing
• Agent Role: Target agent for imports and filter for exports

Example Workflow:

1. New leads added to spreadsheet are imported to OutCaller AI
2. Call results are exported back to the spreadsheet
3. Both systems stay synchronized automatically

Spreadsheet Format

Required Columns

Your Spreadsheet should include the following columns for optimal sync:

| Name | Phone Number | Email (Optional) |
|------|--------------|------------------|
| John | +1234567890  | john@gmail.com   |

Data Validation

• Phone Number: Must be in valid international format (+1234567890) (+91 for India)
• Email: Valid email format required for sending automated reminders on Mail & Google Calendar
• Names: First Name and Last Name are recommended for personalization

Agent Configuration

Agent Selection

When configuring the integration:

• Read Only Mode: Select the agent where imported leads will be created
• Write Only Mode: Choose the agent whose leads will be exported
• Two-Way Mode: Select the agent for both import and export operations

Use Cases

Marketing Team Workflow

1. Setup: Configure Read Only mode
2. Process: Marketing team adds qualified leads to Google Sheets
3. Sync: Leads automatically import to OutCaller AI
4. Action: Sales agents receive new leads for calling

Sales Reporting Workflow

1. Setup: Configure Write Only mode
2. Process: Agents complete calls in OutCaller AI
3. Sync: Call results export to Google Sheets
4. Analysis: Management reviews performance data

Collaborative Workflow

1. Setup: Configure Two-Way sync
2. Process: Multiple teams work with both systems
3. Sync: Data stays synchronized across platforms
4. Efficiency: Eliminates manual data entry

The Google Sheets & Excel integration is designed to streamline your lead management process while maintaining data consistency across all your tools and platforms.