How to integrate Google Sheets with Twilio to make a call via Twilio when a row is added in Google Sheets

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

By integrating Google Sheets with Twilio, you can achieve efficient business operations without hassle.
Implementing a system where Twilio automatically makes calls whenever new data is added to Google Sheets can potentially speed up sales activities and customer interactions.
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: Rapid Information Notification

By integrating Google Sheets with Twilio, you can create a system where calls are made immediately when new data is added to Google Sheets. This allows for quick information notification and prompt response.
For example, when a sales representative enters new lead information, they can immediately make a call to start sales activities, and in case of urgent customer inquiries or support requests, calls can be automatically made for a speedy response.
This eliminates time lags and ensures quick responses without missing important communications, thus improving operational efficiency and speed.

Benefit 2: Reduction of Manual Work

A major advantage of integrating Google Sheets with Twilio is eliminating the need to manually make calls every time information is entered into Google Sheets. It is quite labor-intensive for representatives to make individual calls every time new customer information is added to Google Sheets, right? However, with Twilio's automatic calling feature, you can trigger a call immediately based on new information entered in the spreadsheet, allowing representatives to focus on the content.
For instance, in operations where a large amount of new customer data is added to Google Sheets daily, automating the process rather than handling it manually can improve operational efficiency.

Benefit 3: Error Reduction and Accuracy Improvement

Manual call making carries the risk of human error.
There is a chance of mistakenly calling the wrong customer or missing 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, but integrating with Twilio can prevent these issues, thereby improving the accuracy of customer interactions.

[About Yoom]

How to Create a Google Sheets and Twilio Integration Flow

Now, 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".
Please log in with your account.

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

How to Confirm 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 When a Row is Added to 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 Integration Account and Action" screen of Google Sheets, check that there is no error 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.
Select the trigger activation interval from the dropdown menu with options of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest trigger activation interval varies depending on the plan.

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 Integration Account and Action" screen of Twilio, check that there is no error in the account information linked with Twilio, keep the action as "Make a Call," and click "Next."

(3) From the "API Connection Settings" screen, check the red line and input the recipient's phone number, the caller's phone number, and the 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, so let us introduce a few.

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 can also 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 workflow.

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 receive notifications when an email is 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 useful tool for improving business efficiency.
By reducing manual work, enabling real-time information notifications, preventing errors, and cutting costs, it will be particularly effective in sales and customer support environments.
Additionally, it can enhance the scalability of operations and potentially serve as a foundation supporting the growth of the company.
By implementing this automated system, faster and more accurate responses become possible, leading to improved business efficiency and quality. Please consider it.