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. Click on "Continue" and then "Allow" to proceed.

If the connection was successful you will see a confirmation message.

Step 3. Select your Trigger. You can either opt for the default "After Every Call" or create your own by clicking on the Trigger Field.To create a new trigger, from the drop-down list select "Create Trigger." This feature enables you to filter the calls you want to send to GSheets. For instance, if you only want to send calls tagged as "Sales," create a new trigger that aligns with your criteria (tag = "Sales").

Step 4. Click on "Select Drive Folder" and choose the folder where you wish Nimbata to create the Google Sheet that will receive data. Then, type a new file name or choose an existing one from the list. In addition, choose if you want your new records (rows) to be inserted to Top or Bottom.

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: 16/02/2026