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Google Sheets

Log calls and leads to a Google Sheet and look up callers in your customer list.

Your receptionist can add a row to a Google Sheet for every call or lead, and look up a caller in a customer list you keep in a sheet. Google Sheets’ API only accepts OAuth sign-ins, so Reception connects through Zapier.

Before you start

Give each sheet a header row. Zapier shows the headers as fields, so name them clearly:

  • Call log, for example: Date, Name, Phone, Email, Reason, Outcome.
  • Customer list, for example: Phone, Name, Customer since, Notes.

The sheets hold your callers’ personal details. Share them only with people who need them, and connect a Google account that can only reach the sheets your receptionist uses, if you can.

Set up

1

Connect Zapier

If you haven’t yet, connect Zapier in Reception.ai.

2

Add the Google Sheets actions

In your Zapier MCP server at mcp.zapier.com, add the actions below and sign in to Google when Zapier asks. For each field, either set a fixed value or let the AI fill it in, as listed.

3

Assign the tools

In Reception.ai, open the Zapier integration’s Tools tab, select Refresh tools, and assign each action as listed.

4

Test it

Test your receptionist with a short call. A new row appears in the call log.

Actions

Log the call

FieldValue
Zapier actionCreate Spreadsheet Row
Set in ZapierSpreadsheet and Worksheet: your call log.
Let the AI fill inEvery column, such as the date, the caller’s name and number, and the reason.
Assign toClient

Add a procedure so your receptionist logs the call before it ends.

Look up the caller

FieldValue
Zapier actionLookup Spreadsheet Row
Set in ZapierSpreadsheet and Worksheet: your customer list. Lookup column: Phone.
Let the AI fill inLookup value: the caller’s phone number.
Assign toClient

Review calls from the dashboard

FieldValue
Zapier actionLookup Spreadsheet Rows (Advanced)
Set in ZapierSpreadsheet and Worksheet: your call log.
Let the AI fill inThe lookup column and value, for example Date and today’s date.
Assign toAssistant

Your assistant can then answer questions like “Who called about a quote today?”.

Limitations

  • Lookup Spreadsheet Row returns the first matching row and only matches values exactly as written in the sheet.
  • Your receptionist adds rows; it doesn’t edit or delete them.
  • Each action your receptionist runs uses tasks from your Zapier plan. Zapier currently counts two tasks per successful call; failed calls aren’t counted. When the plan runs out, the actions stop until it resets.

Troubleshooting

ProblemWhat to check
A Google Sheets action doesn’t appear in Reception.aiSelect Refresh tools on the Zapier integration after adding actions in Zapier.
An action shows Changed and isn’t usedYou edited it in Zapier. Select Update in the Tools tab, for example after renaming a column.
Known callers aren’t foundStore phone numbers in one format, such as +14155550123, and check the lookup column.
Values land in the wrong columnsCheck the header row, then edit the action in Zapier so its fields match the headers.