CallFluent Mastery Training: Automate Outbound Calls with Google Sheets and Make.com

Welcome to the CallFluent Mastery Training! This guide will show you how to connect your Google Sheets to CallFluent AI voice agents using an automation platform (like Make.com or Zapier). By following these steps, you’ll empower your agents to make personalized, efficient outbound calls—perfect for any business needs.

You can watch the detailed video here:

1. Overview: What You’ll Achieve

You’ll learn how to:

• Prepare a Google Sheet with your leads.
• Set up CallFluent to receive lead data via webhook.
• Map custom fields for personalized calls.
• Automate outbound calls using Make.com.
• Review call results and data.

Tip: This workflow works with any automation platform that supports webhooks, not just Make.com or Zapier.

2. Prepare Your Google Sheet

Create a Google Sheet with the relevant columns for each lead. For Example:

• First Name
• Last Name
• Phone Number (include country code, e.g., 1 for US)
• Building Address
• Asking Price

3. Set Up Your CallFluent Agent

1. Log in to your CallFluent dashboard.
2. Create or select an outbound agent.
3. Go to the API Inform section and choose Webhook.

You’ll see the webhook endpoint URL—this is where your automation will send lead data.

Good to Know: The only required field is the phone number, but adding more fields allows for richer, more personalized calls.

4. Define and Map Custom Fields

For each piece of lead information, create a custom field in CallFluent. For Example:

• Go to your agent’s settings.
• Add fields for first name, last name, address, and asking price.
• Use lowercase and underscores for field names (e.g., asking_price).

Tip: Add a description for each field to help your agent have better context on the information.

5. Personalize Your Agent’s Script

• In your agent’s script, use placeholders to reference custom fields.
• For example: “I saw your property at {address} listed for {asking_price}.”
• Insert placeholders by clicking the placeholder button and selecting the relevant field.

Best Practice: Personalization increases engagement and trust during calls.

6. Automate Calls with Make.com

1. Log in to Make.com and create a new scenario.
2. Add a Google Sheets module to watch for new rows.
3. Add a Delay module (set to at least 6–7 seconds) to avoid triggering too many calls at once.
4. Add an HTTP Request module:
   • Set the method to POST.
   • Use your CallFluent webhook URL.
   • Map each field from your sheet to the corresponding custom field in CallFluent.

Tip: Delaying each call prevents your telephony provider (like Twilio) from blocking your account due to rapid call bursts.

7. Test Your Automation

• Add a test row to your Google Sheet.
• Run the scenario in Make.com.
• Your agent should call the test lead, using the personalized script.

Good to Know: Always include the country code in phone numbers to ensure successful calls.

8. Review Call Results in CallFluent

• Go to the Call History tab in your CallFluent dashboard.
• Review the transcript and data for each call.
• Check the custom fields and call summary to verify everything worked as expected.

Tip: Use call transcripts and data to refine your scripts and improve future campaigns.

9. Troubleshooting & Best Practices

• Double-check field mappings and placeholder usage.
• Clean up your Google Sheet before running the automation (remove test rows/columns).
• Monitor call logs for errors or unexpected results.

Best Practice: Regularly review and update your agent’s script and custom fields to match your evolving business needs.

Conclusion

By following these steps, you can automate personalized outbound calls with CallFluent and Google Sheets, saving time and increasing your team’s productivity. 

Cheers, and happy calling!