Google Sheets and Airtable integrations are useful when your team runs lightweight workflows outside a full CRM.
Use them to capture structured information from Guest conversations.
Why it matters for your business
- Save money: avoid building a custom CRM for simple workflows.
- Work faster: collect repeatable fields directly from calls.
- Standardize service: keep lead, request, or booking data in one format.
- Delight every Guest: follow-up is easier because details are captured correctly.
Step-by-step in the app
- Open Agent → Connections.
- Choose Google Sheets or Airtable if available.
- Connect the account.
- Confirm the target sheet, base, or table.
- Define what fields the agent should collect.
- Test with a sample Guest scenario.
Best practices
- Keep fields clear and required only when necessary.
- Confirm spelling, phone numbers, and dates before saving.
- Use CRM integrations for more complex pipelines.