> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autocalls.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Sync Qualified Leads to Google Sheets
> Learn how to automatically add qualified leads to Google Sheets after successful AI phone calls
This tutorial shows how to set up an automation that automatically adds qualified leads to a Google Sheet after successful AI phone calls, creating a powerful lead tracking and CRM system.
## What You'll Learn
* Setting up post-call automation with conditional logic
* Creating Google Sheets integration for lead tracking
* Configuring data mapping from calls to spreadsheet
* Building a qualified leads database automatically
* Monitoring and optimizing your lead collection process
## Prerequisites
* Configured AI assistant with post-call variables
* Google account with Google Sheets access
* Understanding of post-call webhook automation
* Access to call testing functionality
## Step 1: Set Up Post-Call Automation Trigger
We'll start by creating an automation that triggers when a phone call ends.
1. **Navigate to Automation Platform**
2. **Create a new flow** from scratch
3. **Search for your calling platform** in the trigger section
4. **Select "Phone Call Ended"** trigger
* This trigger activates when any call to your selected assistant completes
## Step 2: Configure Assistant and Load Data
1. **Select the assistant** you want to automate
* Each assistant can only have one "phone call ended" automation
* All calls to this assistant will go through this automation
2. **Click "Load Data"** to set up the webhook and load sample call data
* This automatically configures the webhook on your assistant
* Sample data from your recent calls will be loaded for use in the next steps
## Step 3: Verify Assistant Variables
Before proceeding, make sure your assistant has the right variables configured:
1. **Check post-call variables** in your assistant's "Post-call Actions" tab:
* **status**: Boolean (true/false) indicating if call objective was achieved
* **summary**: Text summary of the call conversation
* These variables are extracted by AI after each call
### Adding New Post-Call Variables
If you add a new post-call variable after creating the automation:
1. **Define the new variable** in your assistant's "Post-call Actions" tab and save
2. **Return to your automation** and click **"Load Data"** again to refresh the available fields
3. **Re-evaluate an existing call** if needed to extract the new variable from past calls
## Step 4: Add Conditional Logic for Qualified Leads
We only want to add leads to Google Sheets when the call objective was achieved.
1. **Click the "+" sign** to add a step
2. **Search for "Branch"** in control flow
3. **Select Branch** to create conditional logic
4. **Configure the branch condition:**
* **Select `status` variable** from call data
* **Choose "Boolean is true"**
* This creates two paths: True (qualified) and False (not qualified)
## Step 5: Create Google Sheets Integration
Now we'll set up the Google Sheets action for qualified leads (True branch).
1. **On the True branch**, click the "+" sign
2. **Search for "Google Sheets"**
3. **Select "Insert Row"** action
4. **Create a new Google Sheets connection:**
* Authorize with your Google account
* Save the connection for future use
## Step 6: Set Up Your Qualified Leads Spreadsheet
1. **Create a new Google Sheet** named "successful calls" for example
2. **Set up column headers:**
* **Column A**: `phone_number`
* **Column B**: `summary`
* Add more columns for additional data as needed
## Step 7: Configure Spreadsheet Selection
1. **Return to your automation**
2. **Select your "successful calls" spreadsheet**
3. **Select the correct sheet** (usually "Sheet1")
4. **Enable "First row contains headers"**:
* This tells the automation about your column structure
* Headers should automatically load and display
## Step 8: Map Call Data to Spreadsheet Columns
1. **Map the phone number:**
* Click on the `phone_number` field
* **Select "Phone Call Ended"** data source
* **Find and select the phone number** from call data
* Click "Insert"
2. **Map the call summary:**
* Click on the `summary` field
* **Navigate to "Post Call Variables"**
* **Select the `summary` variable**
* Click "Insert"
3. **Map any additional fields:**
* Email from call variables
* Call date/time from call metadata
* Any custom variables you've defined
## Step 9: Test and Verify
1. **Click "Test Step"** to verify the integration
2. **Check for successful execution**
3. **Go to your Google Sheet** to confirm:
* New row was added with correct data
* All mapped fields populated properly
* Data formatting looks correct
## Step 10: Publish and Monitor
1. **Click "Publish"** to activate your automation
2. **Your qualified leads tracking is now live**
3. **Monitor automation performance:**
* Check automation "Runs" for execution history
* Verify qualified leads are being added to your sheet
* Monitor for any failed executions
## Troubleshooting
### Common Issues
**Leads not appearing in spreadsheet:**
* Verify Google Sheets connection is authorized
* Check that automation is published and active
* Confirm calls are triggering `status` = `true`
* Verify branch condition is configured correctly
**Incomplete data in spreadsheet:**
* Check all field mappings in the automation
* Verify post-call variables are being extracted
* Confirm spreadsheet headers match automation fields
* Test with various call scenarios
## Next Steps
Once your qualified leads automation is working:
* **Add lead scoring** based on call quality
* **Create follow-up automations** for hot leads
* **Integrate with email marketing** platforms
* **Set up analytics dashboards** for conversion tracking
* **Expand to multiple campaigns** and lead sources
Your qualified leads will now be automatically captured and organized in Google Sheets, creating a powerful foundation for your sales and follow-up processes!
### Adding New Post-Call Variables
If you add a new post-call variable after creating the automation:
1. **Define the new variable** in your assistant's "Post-call Actions" tab and save
2. **Return to your automation** and click **"Load Data"** again to refresh the available fields
3. **Re-evaluate an existing call** if needed to extract the new variable from past calls
## Step 4: Add Conditional Logic for Qualified Leads
We only want to add leads to Google Sheets when the call objective was achieved.
1. **Click the "+" sign** to add a step
2. **Search for "Branch"** in control flow
3. **Select Branch** to create conditional logic
4. **Configure the branch condition:**
* **Select `status` variable** from call data
* **Choose "Boolean is true"**
* This creates two paths: True (qualified) and False (not qualified)
## Step 5: Create Google Sheets Integration
Now we'll set up the Google Sheets action for qualified leads (True branch).
1. **On the True branch**, click the "+" sign
2. **Search for "Google Sheets"**
3. **Select "Insert Row"** action
4. **Create a new Google Sheets connection:**
* Authorize with your Google account
* Save the connection for future use
## Step 6: Set Up Your Qualified Leads Spreadsheet
1. **Create a new Google Sheet** named "successful calls" for example
2. **Set up column headers:**
* **Column A**: `phone_number`
* **Column B**: `summary`
* Add more columns for additional data as needed
## Step 7: Configure Spreadsheet Selection
1. **Return to your automation**
2. **Select your "successful calls" spreadsheet**
3. **Select the correct sheet** (usually "Sheet1")
4. **Enable "First row contains headers"**:
* This tells the automation about your column structure
* Headers should automatically load and display
## Step 8: Map Call Data to Spreadsheet Columns
1. **Map the phone number:**
* Click on the `phone_number` field
* **Select "Phone Call Ended"** data source
* **Find and select the phone number** from call data
* Click "Insert"
2. **Map the call summary:**
* Click on the `summary` field
* **Navigate to "Post Call Variables"**
* **Select the `summary` variable**
* Click "Insert"
3. **Map any additional fields:**
* Email from call variables
* Call date/time from call metadata
* Any custom variables you've defined
## Step 9: Test and Verify
1. **Click "Test Step"** to verify the integration
2. **Check for successful execution**
3. **Go to your Google Sheet** to confirm:
* New row was added with correct data
* All mapped fields populated properly
* Data formatting looks correct
## Step 10: Publish and Monitor
1. **Click "Publish"** to activate your automation
2. **Your qualified leads tracking is now live**
3. **Monitor automation performance:**
* Check automation "Runs" for execution history
* Verify qualified leads are being added to your sheet
* Monitor for any failed executions
## Troubleshooting
### Common Issues
**Leads not appearing in spreadsheet:**
* Verify Google Sheets connection is authorized
* Check that automation is published and active
* Confirm calls are triggering `status` = `true`
* Verify branch condition is configured correctly
**Incomplete data in spreadsheet:**
* Check all field mappings in the automation
* Verify post-call variables are being extracted
* Confirm spreadsheet headers match automation fields
* Test with various call scenarios
## Next Steps
Once your qualified leads automation is working:
* **Add lead scoring** based on call quality
* **Create follow-up automations** for hot leads
* **Integrate with email marketing** platforms
* **Set up analytics dashboards** for conversion tracking
* **Expand to multiple campaigns** and lead sources
Your qualified leads will now be automatically captured and organized in Google Sheets, creating a powerful foundation for your sales and follow-up processes!