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Productivity

Google Sheets + Thoughtly

Read lead lists from a sheet, append call results to a row. The simplest way to stand up a campaign.

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Google Sheets is the lowest-friction way to launch a Thoughtly campaign. Drop a list of phone numbers and any context columns into a sheet, point Thoughtly at it, and the agent works the queue. Outcomes — disposition, transcript, captured fields — append back to each row in real time as the calls happen.

It's the right tool when you're testing an outbound idea, running a one-off blitz, or working with data that lives in a spreadsheet today and isn't worth migrating to a CRM. No mapping ceremony. No custom fields. Just a sheet and an agent.

Teams also use Sheets as a lightweight reporting surface: pipe Thoughtly's call outputs into a sheet for live dashboards, hand-off lists for human reps, or downstream pivots.

Common use cases

  • Launch a one-off outbound campaign in minutes
  • Append call outcomes to a lead-list sheet automatically
  • Live reporting dashboards driven by Thoughtly call output
  • Hand off qualified leads as a sheet for human reps
  • Test a script before wiring it into your CRM
  • Cohort outreach when CRM segmentation would take too long

Why connect Google Sheets to Thoughtly

The integration is bidirectional, real-time, and runs on every Thoughtly plan. Here's what teams using Google Sheets get out of the box.

  • Make Google Sheets the source of truth
    Thoughtly never duplicates state. Google Sheets stays the system of record; Thoughtly is the voice surface that reads and writes to it.
  • Real-time, while the call is live
    Updates land in Google Sheets during the call, not after. Reps watching the pipeline see new state immediately.
  • Owner-aware and rules-aware
    Whatever ownership, routing, and assignment rules you've set in Google Sheets, Thoughtly inherits. No re-implementing logic.
  • Setup measured in minutes, not weeks
    OAuth, map your fields, write your prompt. Skip the weeks of integration work middleware tools demand.

Triggers and actions

Wire Google Sheets into Thoughtly's autonomous flows. Triggers start a call from a Google Sheets event; actions let Thoughtly do work inside Google Sheets without leaving the call.

TriggersEvents that start a call

  • New row added to a sheetAppend a phone number to a watched sheet and Thoughtly dials it. Real-time, no batching needed.
  • Cell value changesUpdate a status cell to 'Call Now' and Thoughtly takes that row.
  • Scheduled sheet sweepRun Thoughtly across the sheet on a schedule — every morning, every Monday, etc.

ActionsWhat Thoughtly does in Google Sheets

  • Append call outcome to a rowStatus, disposition, summary, transcript link, captured fields all land in the row's columns.
  • Update existing rowFind by phone or row ID and update in-place. No duplicate rows.
  • Create a new sheet for outputsRun Thoughtly into a fresh output sheet so the source list stays clean.
  • Read context for personalizationRead columns for first name, company, last touch, or any context to personalize the call.

How to connect Google Sheets to Thoughtly

  1. 01

    Connect Google Sheets via OAuth

    Authenticate with the Google account that owns the sheet.

  2. 02

    Pick the source sheet and columns

    Tell Thoughtly which sheet to read, which column has the phone number, and which columns have context.

  3. 03

    Pick the output sheet

    Choose to append outcomes back to the same sheet or a new output sheet. Configure the output columns.

  4. 04

    Run a test row

    Add a test row, watch Thoughtly call and append the outcome. Then enable for the full sheet.

Read the full setup guide on docs.thoughtly.com →

Popular Google Sheets workflows

Real workflows teams ship in their first week with Thoughtly + Google Sheets.

  • One-day campaign

    Marketer pulls a list of 1,000 leads into a sheet at 9 AM. By 5 PM, every lead has a call outcome appended to their row. Reps walk in tomorrow to a curated list of qualified prospects.

  • Live reporting dashboard

    Thoughtly writes outputs to a sheet powering a live Looker Studio dashboard. Conversion rate, dial volume, hot-lead count — updated by the second.

  • CRM-free testing

    Test a new script on 50 leads in a sheet before wiring it into your CRM. Iterate fast without touching production data.

  • Hand-off lists for human reps

    Thoughtly works the cold list, qualifies the top 10%, and exports them to a 'Hand-off' sheet that reps work next.

Google Sheets + Thoughtly FAQ

  • Most teams have a working Google Sheets integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required.

See Google Sheets + Thoughtly live.

Book a demo. We'll wire up the integration and run a sample call against your real data.