Connect Google Sheets as a contact source

CallEasify reads contacts from Google Sheets before dialing and can write Outcome, Summary, and Synced at back to each row after the call.

1. Create a project in Google Cloud Console and enable the Google Sheets API.
2. Create a service account and download its JSON key.
3. Open your spreadsheet → Share → add the service account client_email as Editor.
4. Copy the Spreadsheet ID from the URL (between /d/ and /edit).

1. Open Dashboard → Integrations → Google Sheets → Connect (or use ?connect=sheets).
2. Paste the service account JSON and Spreadsheet ID, then continue to Map.
3. Set Match by (usually phone), choose Read fields for pre-call context, and Write fields (Outcome / Summary / Synced at).
4. Finish connect / Save mappings.

• When creating or editing an agent, enable Google Sheets under Tools so the agent can use the connector.
• In New campaign → Contacts, choose your Sheets source → Import / Reload.
• In Playground, turn on Write after call to verify row updates before you Launch.

Full go-live path: Create your first agent and go live.

• Permission denied — confirm the sheet is shared with the exact client_email from the JSON key.
• Rows skipped — blank phones, invalid numbers, or workspace DNC hits.
• Outcomes not writing — confirm Write fields are mapped and the agent/Playground Write after call is enabled.