Integrate Google Sheets with Twilio to make a call with Twilio when a row is added in Google Sheets.

By integrating Google Sheets with Twilio, you can achieve efficient business operations without hassle.
Implementing a system where Twilio automatically makes calls every time new data is added to Google Sheets can potentially speed up sales activities and customer support.
Additionally, it can reduce manual work, prevent errors, and improve cost savings and scalability of operations.
This article introduces the benefits of integrating Google Sheets with Twilio and how to do it.

Recommended for

・Those who want to streamline Twilio operations

・Customer support representatives

・Event management personnel

Benefits and Examples of Integrating Google Sheets with Twilio

Benefit 1: Quick Information Notification

By integrating Google Sheets with Twilio, you can create a system where a call is made as soon as new data is added to Google Sheets. This allows for speedy information notification and prompt action.
For example, when a salesperson enters new lead information, they can immediately start sales activities by making a call, and in case of urgent customer inquiries or support requests, an automatic call can be made for quick response.
This eliminates time lags and ensures quick response to important communications, thereby improving operational efficiency and speed.

Benefit 2: Reduction of Manual Work

A major benefit of integrating Google Sheets with Twilio is the elimination of the need to manually make calls every time information is entered into Google Sheets. Isn't it cumbersome for representatives to individually call every time new customer information is added to Google Sheets? However, by using Twilio's automatic calling feature, you can make calls immediately triggered by new information entered in the spreadsheet, allowing representatives to focus on the content.
For example, in operations where a large amount of new customer data is added to Google Sheets daily, automating the process can improve operational efficiency compared to manual handling.

Benefit 3: Error Reduction and Accuracy Improvement

Manual call making carries the risk of human error.
You might accidentally call the wrong customer or miss the necessary timing. However, by integrating Google Sheets with Twilio, calls are automatically made when new data is added, preventing such errors.
For example, when sales representatives make calls manually, they might overlook important customer information, confuse customer names, or use incorrect information when making calls, which can be prevented, thereby improving the accuracy of customer interactions.

[About Yoom]

How to Create a Google Sheets and Twilio Integration Flow

Let's create a flow together using a template where "a call is made with Twilio when a row is added in Google Sheets"!

The template used this time can be copied by clicking "Try it" on the banner below.

Before Getting Started

If you do not have a Yoom account, please create one from the "Yoom Account Creation Page" below.
For basic operations of Yoom, please check "Getting Started with Yoom".

Yoom Account Creation Page

Getting Started with Yoom

Now, let's get started together!

Step 1: Integrate Google Sheets and Twilio with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click on Google Sheets.
(3) A screen like the one below will appear, click "Sign in with Google".
Log in with your account.

(4) Next, integrate Twilio. Similarly, click on Twilio from the list of new connections in Yoom.
(5) On the "New Twilio Registration" screen, enter the account name, Account SID, and Auth Token, then click "Add".
For instructions on obtaining the Account SID and Auth Token, please refer to the site below.

How to Check Account SID and Auth Token

Once the integration is complete, Google Sheets and Twilio will be registered in Yoom's My Apps.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Setting Up When a Row is Added in Google Sheets

(1) We will use the template introduced earlier. Click "Try it" on the banner below.

Click on "When a row is added" for the schedule trigger.

(2) From the "Select account and action" screen of Google Sheets, verify that there are no errors in the account information linked with Google Sheets, keep the trigger action as "When a row is added," and click "Next."

(3) From the "App Trigger API Connection Settings" screen, select the trigger activation interval.
Please select the trigger activation interval from the dropdown menu with options of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Note: The shortest trigger activation interval varies depending on the plan, so please be careful.

Scroll down and select the Spreadsheet ID and Sheet ID from the options.

Directly input the table range (start), table range (end), and the column with unique values.

Once the input is complete, click "Test," and if no errors occur, click "Save" at the bottom.

Step 3: Integrate with Twilio to Make a Call

(1) Next, integrate with Twilio to make a call.
Click on "Make a Call."

(2) From the "Select account and action" screen of Twilio, verify that there are no errors in the account information linked with Twilio, keep the action as "Make a Call," and click "Next."

(3) From the "API Connection Settings" screen, verify the red line, and input the recipient's phone number, sender's phone number, and voice message URL.

Once the input is complete, click "Test," and if no errors occur, click "Save" at the bottom.
(4) Finally, click "Turn ON Trigger."

This completes the flowbot "Make a call with Twilio when a row is added in Google Sheets."

Other Automation Examples Using Google Sheets and Twilio

At Yoom, we have many other examples of automation using Google Sheets and Twilio, and we would like to introduce a few of them.

1. Send SMS with Twilio When a Row is Added in Google Sheets

This flow automates SMS sending from Twilio when information is added to Google Sheets, which can streamline communication with customers. It also helps prevent destination errors and input mistakes, improving the accuracy of SMS sending.

2. Create a meeting space in Google Meet when a row is added in Google Sheets

This template automatically creates a meeting space in Google Meet when a row is added in Google Sheets. By eliminating the hassle of creating a meeting space, you can streamline your work.

3. Send an email via Gmail when a row is added in Google Sheets

By utilizing this flow, you can quickly share the content added to Google Sheets with your team members. Additionally, by integrating with other communication tools, you can notify them that an email has been sent via Gmail.

Additionally, if you would like to check out templates using Google Sheets and Twilio, please visit the following site.

List of Flowbot Templates Using Google Sheets

List of Flowbot Templates Using Twilio

Summary

The integration of Google Sheets and Twilio seems to be a convenient tool to improve work efficiency.
By reducing manual tasks, enabling real-time information notifications, preventing errors, and reducing costs, it is expected to be particularly effective in sales and customer support environments.
Additionally, it can enhance the scalability of operations and serve as a foundation to support the growth of a company.
By implementing this automated system, faster and more accurate responses become possible, leading to improved business efficiency and quality. Please consider it.