How to connect Google Sheets

Once a spreadsheet is connected, it can be a lead source, and the agent writes call results to it.

1. Open the user menu, choose "Workspace settings" and then "Integrations"

2. Go to the "Integration library" tab and click "Connect" on the Google Sheets card

3. Open the spreadsheet in Google Sheets and copy the link from the address bar

4. Back in Direnium, paste the link into the "Spreadsheet link" field

   

5. Click "Continue with Google", sign in with a Google account that can access the spreadsheet, and approve

   The connection shows on the "My connections" tab with the status "Connected".

What can I do once it is connected?

• Call the leads that are added to the sheet.
• Add a sheet as a knowledge source for the agent.