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Google Sheets integration

A sheet is still how many teams share leads. Agentzee can append a qualified lead to a sheet, or start from a row your ads team already maintains.

Two directions

Do not upload a purchased list. The sheet should be people who opted in.

  • WhatsApp lead qualified, then a row is added.
  • A new row with a phone number and opt-in, then a template or a call starts.

Questions people ask

Can the whole CRM live in a sheet?

You can export to a sheet. Stages, assignment, and the chat itself stay in Agentzee.

Related

Put this flow on WhatsApp

Book a 20-minute demo. We will show the chatbot, the broadcast, and the AI call on a number you already use.