Callingly + Google Sheets

Update or tag leads in Callingly and instantly create rows in Google Sheets

This workflow springs into action when a lead is updated or tagged in Callingly to promptly create a new row in your Google Sheets. It's a perfect setup for those keen on maintaining detailed records without having to manually enter data each time. Thus, it ensures an organized and efficient tracking system for your updated or tagged leads in Callingly.

This workflow springs into action when a lead is updated or tagged in Callingly to promptly create a new row in your Google Sheets. It's a perfect setup for those keen on maintaining detailed records without having to manually enter data each time. Thus, it ensures an organized and efficient tracking system for your updated or tagged leads in Callingly.

  1. When this happens...
    CallinglyCallingly
    Lead Updated or Tagged

    Triggers when a lead has been tagged or its status updated.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Updated Field

    • Team

    • Filter

    Trigger
    Instant
    Try It
    • TeamRequired

    • First Name

    • Last Name

    • Phone NumberRequired

    • Email

    • Company

    • Category

    • Source

    • Lead Owner

    • CRM ID

    • Comments

    Action
    Write
    • Phone NumberRequired

    • Team

    • Status

    • Result

    • Tags

    • Stage

    • Lead Owner

    • Stop Calls

    • Resume Calls

    Action
    Write
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Call Status

    • Lead Status

    • Team

    • Number

    Trigger
    Instant
    Try It
    • TeamRequired

    • First Name

    • Last Name

    • Phone NumberRequired

    • Scheduled TimeRequired

    • Email

    • Company

    • Category

    • Source

    • Lead Owner

    Action
    Write
    • Phone NumberRequired

    Action
    Search
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
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callingly logo

About Callingly

Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.
Learn more

Related categories

  • Phone & SMS
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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