What it does
- Append rows on qualification. Every qualified lead becomes a row in the sheet you pick.
- One sheet per integration. Use Zapier or a formula if you need to fan out to multiple destinations.
- Reverse-chronological order. Newest rows at the top so you can glance at the latest leads without scrolling.
Setup
Connect Google Sheets
Go to Settings → Integrations → Google Sheets and click Connect. Sign in to the Google account that owns the sheet you want to write to.
Pick or create a sheet
Choose an existing spreadsheet or let RevDesk create one. If you let RevDesk create it, the header row is pre-filled with the standard columns.
Columns written
| Column | Description |
|---|---|
timestamp | When the lead was qualified |
first_name | From the contact record |
last_name | From the contact record |
phone | E.164 phone number |
email | If captured during the call |
qualification_score | 0-100 |
summary | AI-generated summary of the call |
recording_url | Link to the audio recording |
transcript_url | Link to the full transcript |
campaign | Campaign name (if applicable) |
Use cases
- Shared dashboards. Drop the sheet in a Google Drive folder your team already uses.
- Hand-off to a different tool. Google Sheets as a middle layer feeds Looker Studio, a custom Apps Script, or another integration that doesn’t have a RevDesk connector yet.
- Manual review queue. Sales managers triage the latest qualified leads from the top of the sheet.
Requirements
- Google account with access to the destination spreadsheet
- OAuth authorization (Sheets scope)
- No additional RevDesk cost
Troubleshooting
Rows not appearing
Rows not appearing
Confirm the integration is still connected (auth tokens can expire). Check that the AI qualified the call. Only qualified leads write rows.
Wrong column mapping
Wrong column mapping
Open the integration settings and re-map columns. If you’ve renamed the header row in Google Sheets, the mapping needs to be updated to match.
Permission denied error
Permission denied error
The Google account you connected needs edit access to the sheet. Re-share the sheet with that account or reconnect with an account that has access.
Connect Google Sheets
Set up the integration now