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Google Sheets

The Google Sheets integration gives a ThunderPhone agent one focused spreadsheet operation: appending rows to a spreadsheet and tab you choose. That is enough for many structured phone workflows, including capturing lead details, recording intake answers, and logging call outcomes.

The documented behavior is append-oriented. Treat the integration as a way to add new records, not as a general spreadsheet editor. Do not design a call flow that depends on reading existing rows, changing formulas, deleting rows, reformatting a workbook, or updating arbitrary cells — those capabilities are not part of the connection.

What Google Sheets does on ThunderPhone

Google Sheets is a direct app connection in ThunderPhone. After you authorize the account, a configuration panel asks which spreadsheet and tab the connection should write to; the connection is not usable until that is set. Once the connection is attached to an agent, the agent gets one operation:

  • Add rows to append captured details or a call result to the configured tab.

The sheet provides the structure; the agent prompt provides the collection logic. A clear worksheet with stable column headers makes it easier to define what each value means. The prompt should identify the required fields, the order in which to ask for them, when a row should be written, and how the agent should respond if the spreadsheet action fails.

Typical call flows

Phone intake forms

An agent asks a caller a defined series of questions, confirms important details, and appends one row with the completed intake. This works well when an operations team already reviews a spreadsheet queue and needs consistent fields rather than a free-form message. The agent should avoid writing a partial record until the required information is present, unless the sheet includes an explicit incomplete status.

Lead qualification

The agent collects contact details, interest, timing, and any other approved qualification fields. It then adds the result to a lead sheet for review. The integration appends new rows; it does not look up existing records mid-call, so matching a new row to an existing lead belongs in your review process, not in the conversation.

Surveys and call outcomes

For a phone survey, the agent can append one response row after the caller finishes. For an outbound call, it can record the outcome in a new row. Because the documented write action adds rows, use a stable call or customer identifier when downstream processing must distinguish a new result from an earlier one.

Setup outline

  1. Prepare a target sheet with clear column headers and a consistent destination for each captured field.
  2. Create a Google Sheets app connection in ThunderPhone and authorize the account that can access that spreadsheet.
  3. In the connection's configuration panel, provide the spreadsheet's URL or ID, inspect it, and choose the tab the agent should write to.
  4. Attach the connection to the agent that will use it.
  5. Update the agent prompt with the collection sequence, confirmation rules, write timing, and fallback behavior.
  6. Run controlled test calls and confirm both the conversation and the resulting row before deploying the change.

Keep sensitive data out of the workflow unless the sheet, account permissions, notices, and operating process are appropriate for it. ThunderPhone's public posture is GDPR and HIPAA compliant, but customers remain responsible for configuring workflows, data handling, recordings, integrations, and notices for their own obligations.

Related workflows and terms