Guides · Google Sheets
CallBix for Google Sheets
Turn any lead sheet into calls: send rows to your team's phones, fill call lists, call new rows automatically, and see every result next to the lead.
What you get
A CallBix menu in your sheet, with a sidebar for each job:
| Menu item | What it does |
|---|---|
| Call selected rows now… | Each selected row reaches an agent's phone as a Call now alert. The CallBix column shows who got it. |
| Add selected rows to a call list… | Into an existing CallBix call list, or a new one for a team or a person, for the power dialer. |
| Update call results | Calls, last call, outcome, notes, agent and follow-up written next to each number. |
| Import call log… | Your team's calls in a “CallBix calls” sheet, for pivots and your own reports. |
| Call new rows automatically… | Every 5 minutes, new rows go to your team — ideal for Google Forms and ad leads. |
Install
- In CallBix, open Integrations → Google Sheets and press Create key. Copy it — it's shown once.
- Open your sheet and choose Extensions → Apps Script. Select everything in
Code.gs, paste the CallBix script over it, and press Save (the disk icon). - Reload the sheet. A CallBix menu appears next to Help. Choose CallBix → Settings.
- Google asks for permission the first time. Because you added the script yourself, it says “Google hasn't verified this app”: choose Advanced → Go to CallBix (unsafe), then Allow. The script only connects to CallBix.
- Paste the key and press Connect.
Each sheet needs the script once. Making a copy of a sheet (File → Make a copy) copies the script too — a quick way to start new lead sheets.
Columns
The add-on guesses your columns from the header row — Phone, Mobile, Name, Company, Notes, Owner and similar names. Check or change them under Settings → Columns; each tab of the spreadsheet remembers its own.
| Column | Used for |
|---|---|
| Phone number (required) | The number to call. Any format: +91 98765 43210, 09876543210, 98765-43210. |
| Name, Company | Shown on the agent's phone and saved with the call. |
| Notes | Shown on the alert — for example the enquiry text from your form. |
| Owner email | Send each row to its owner: the CallBix person with that email. |
The add-on adds its own columns at the right: CallBix (what happened to the row) and, for results, Calls, Last call, Last outcome, Last notes, Last agent and Follow-up.
Call now
Select rows (click the row numbers; hold Shift or Ctrl for more) and choose CallBix → Call selected rows now. Pick who calls:
| Choice | What happens |
|---|---|
| Our usual rule | Your workspace's routing — everyone in turn, one team, or one person. |
| The row's owner | The person whose email is in the owner column. Rows without one follow your usual rule. |
| A team, in turn | Shared between the team's agents, fewest open requests first. |
| One person | All of them go to that person. |
Up to 5,000 rows at a time. Each agent's phone shows a Call now alert; how fast they called is tracked as speed to lead in Reports.
Call lists
CallBix → Add selected rows to a call list puts the rows in an existing list, or creates a new one worked by a team or a person. Numbers already in the list are skipped. Leads are shared between the list's agents and worked with the power dialer. Call lists are part of the Growth plan and above.
Results in the sheet
CallBix → Update call results looks up every number (selected rows, or the whole sheet) and writes the number of calls, the last call, its outcome, notes and agent, and any open follow-up. A number nobody has called yet shows Waiting for a call when a request is open.
Call log
CallBix → Import call log copies your team's calls for a period into a sheet called CallBix calls: date and time, agent, direction, number, contact, company, duration, outcome, notes, follow-up and whether it was recorded. Run it again any time — calls already there are updated, new ones added. Importing the call log needs a plan with exports (Growth and above).
Automatic
Under CallBix → Call new rows automatically, on the tab that receives new leads:
- Call new rows automatically — every 5 minutes, rows with a phone and an empty CallBix column go to your team (as Call now alerts or into a call list). Rows already in the sheet when you switch it on are left alone.
- Update call results every hour — keeps the result columns current.
- Import the call log every hour — keeps the CallBix calls sheet current.
These run under the Google account of the person who switched them on, even when the sheet is closed. Works with Google Forms responses, and with rows added by Zapier, Make or Facebook lead exports.
Good to know
- The key is stored with the spreadsheet. Anyone who can edit the sheet's script can see it, so create a key just for Google Sheets, and revoke it in CallBix if the sheet is shared more widely than you'd like.
- Google limits how long a script runs (6 minutes). Very large call-log imports stop part-way and tell you to run them again — they continue from where they stopped.
- Updating the add-on: paste the new script over the old one in Apps Script and save. Your settings and columns stay.
Questions
- Do I need a Google Workspace account?
- No. It works with any Google account, free Gmail included, in any sheet you can edit.
- Who sees the API key?
- It's stored with the sheet, so anyone who can edit the sheet's script can find it. Use a key just for this sheet; you can revoke it in CallBix any time.
- Can it call rows that came from Google Forms?
- Yes. Turn on “Call new rows automatically” on the form's response sheet: new responses go to your team within about five minutes.
- What happens to rows without a phone number?
- They're skipped and marked “Skipped: no phone number” in the CallBix column, so you can fix them.
Building something else? The add-on uses the public Automation API.