Google Sheets integration: How to set it up in Nimbata

Nimbata’s Google Sheets integration allows you to automatically send inbound call data to a spreadsheet, helping you centralize reporting and share insights with your team or clients. This guide covers how to connect Nimbata with Google Sheets and use your spreadsheet as a live call data source.

To do so follow the steps described below:

How to set up your Google Sheets integration

Step 1. To integrate with Google Sheets head to Integrations > Google Sheets, and click on the "Sign in with Google" button.

Step 2. Select the account you wish to connect. Then, Google will inform you about the access rights you give to Nimbata to create and edit Sheets in your Google Account. Select your Google account, click on 'Continue' and then on 'Allow' to proceed.

Step 3. Set up a Workflow (this is where you control when Google Sheets fires)

In Nimbata, Workflows control when integrations run. So instead of selecting a 'Trigger' inside the Google Sheets integration page, you:

1. Go to Workflows and create a new Workflow.
2. Choose when it should trigger (e.g. inbound call events), then add any filters you need (for example, only send calls with a specific tag).
3. Add an Integrations task and select Google Sheets as the action.
4. Enable the Workflow.

Follow this guide if you need help setting up a workflow

Step 4. Select your Drive folder and name the spreadsheet file

Under File Setup on the Google Sheets integration page:

1. Click Select Drive Folder and choose the folder where you want the spreadsheet to live (you can pick from My Drive or Shared with me).
2. Back in Nimbata, enter a File Name (this is the name of the spreadsheet file Nimbata will create/use in the folder you selected).
3. Choose how new rows should be added; Insert to Top, or Append to Bottom

Once the folder and file name are set, you can continue with selecting fields and linking. Your setup should look like this:

Step 5. Next, select the data you want to be pushed into your Sheet from the list. Arrange them in the desired order by dragging and dropping them up and down.

Step 6. Once done, click on the "Link" button. A confirmation message will appear if your connection was successful. Otherwise, you will receive an error message explaining you what went wrong. Please, note that in case you want to make changes to your data fields, you should first unlink the connection!

🎉 That's it! You also have the option to send a test event to GSheets to ensure that everything is working as you want.

Updated on: 26/02/2026