What is Google Sheets Google Voice integration?
Do you wish there was an easier way to call your leads and clients directly from Google Sheets?
Well, thanks to the Google Sheets Google Voice integration, there is!
Integrating Google Sheets and Google Voice allows you to quickly call your customers directly from Google Sheets with just a few clicks.
Usually, connecting these two Google products together involves writing an Apps Script, which requires a deep understanding of both Google Sheets and Apps Script.
But luckily, there is an easier solution.
Enter Sheetify CRM, the small business toolkit that helps you effectively manage your customer-related activities within one Google Sheets spreadsheet.
What is Google Sheets Google Voice integration? Sheetify CRM
Sheetify CRM is a Google Sheets CRM template built specifically for small and micro-business owners looking to manage their entire business within Google Sheets.
And with Sheetify CRM, you can communicate with your customers without constantly switching between your CRM system and communication platform!
Sounds like the ultimate dream, right?
Thanks to the Sheetify CRM phone call and message feature, you can seamlessly integrate essential communication tools like Google Voice into your Google Sheets CRM.
Essentially, this integration means you can call your customers directly from Google Sheets!
The best part? There are no complex Apps Scripts or third-party applications involved.
This is because Sheetify CRM comes with a built-in Apps Script that seamlessly connects Google Voice with Google Sheets.
Basically, this Google Sheets Google Voice integration converts any phone number you enter into your Google Sheets CRM template into an actionable call button!
All you need is a Sheetify CRM template and a Google Voice account to click and connect with your contacts or leads quickly and smoothly.
What's more, the integration of Sheetify CRM with Google Sheets extends to iMessage and WhatsApp for calling and texting, making your workflow more seamless than ever.
Say goodbye to juggling between your CRM system and multiple communication apps to reach out to your clients, and say hello to streamlined communications with Sheetify CRM.
Thanks to the Google Sheets and Google Voice integration with Sheetify CRM (call and message feature), you can easily enhance your business operations!
Honestly, the Google Sheets Google Voice integration is a total game-changer.
So, how does it work?? Let’s find out.
How to use Google Sheets Google Voice integration (Sheetify CRM)
Sheetify CRM is a robust tool tailored for small teams that essentially turns your traditional Google Sheets spreadsheet into a dynamic and fully functional small business CRM.
Sheetify CRM has many awesome tools and features, which you can check out here.
However, the Google Sheets Google Voice integration has to be one of the most impressive features of this Google CRM template.
This is because you can call your clients directly from your spreadsheet using Google Voice (and other platforms!) without any complicated installations or integrations.
Follow these steps to learn how to use the Sheetify CRM Google Sheets and Google Voice integration:
- Ensure you have an activated Google Voice account.
- Buy, install, and set up your Sheetify CRM template.
- In the 'Contacts & Leads' section, enter details like phone numbers and names of your contacts.
- Choose the cell with the contact's phone number you want to call.
- Go to 'Sheetify > Call & Message' from the top menu.
- Click ‘Call via Google Voice’ (this will open up Google Voice).
- Log into your Google Voice account.
- Call your contact directly through the Google Voice interface!
And there you have it! The above is a streamlined and straightforward solution for making calls via Google Sheets and Google Voice.
Note: Google Voice is not available for all countries. Check if Google Voice is available for your country here.
Luckily, you can still make calls and texts via Google Sheets and Sheetify through WhatsApp or iMessage!
To make calls or texts via WhatsApp or iMessage, simply select ‘Send WhatsApp’ or ‘Send SMS’ instead of ‘Call via Google Voice’ in the top menu.
For a detailed video tutorial on this process, follow this link.
How to record phone calls with Google Sheets Sheetify CRM?
What if there was a way to easily record the phone calls you have with your customers in Google Voice within Google Sheets?
Well, thanks to Sheetify CRM’s 'Record Interactions' feature, you can!
Once you’ve communicated with your customer through the Google Sheets and Google Voice integration, you can log these interactions within the Sheetify CRM template.
With this feature, documenting your conversations with your clients has never been easier!
This tool essentially enables you and your team to meticulously track and manage all communication with your contacts, potential leads, and existing clients inside Sheetify CRM.
To log interactions using Sheetify Google Sheets CRM, follow these steps:
- Click the ‘Contact & Leads’ sheet within your Sheetify CRM template.
- Identify and select the full name of the contact you've recently communicated with.
- Click ‘Sheetify > Add Interaction’ in the top menu.
- Type in a detailed description of the interaction you had with that contact through Google Voice in the popup box.
- Click ‘Yes’ to save the interaction.
- This will automatically create a new ‘Interactions’ sheet.
To review the details of this (and any other recorded interactions), you can easily access this ‘Interactions’ sheet anytime.
Leveraging both the Google Sheets Google Voice integration and the record interactions feature with Sheetify CRM will simplify your business operations and customer connections.
