automation · Popular
Your customer database in the agent's ear.
Use a sheet as your live customer database. Foan looks up the caller, knows their order history, and writes call outcomes back. Also exports call logs + lead data for your own reporting.
What this does
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Looks the caller up by phone number against your sheet at the start of every call.
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Lets the agent open with "Hi Alice, calling about Friday's delivery?" instead of "Who am I speaking to?".
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Pulls in any column you want: order numbers, subscription status, last-contact date, account notes.
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Writes outcomes back at the end of the call (resolved, callback requested, won't fix).
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Is the simplest CRM-style integration we ship. No Salesforce account required.
Why this matters
Real reasons Google Sheets pays for itself, written for the businesses that actually use it.
Service trades on a spreadsheet
You keep a Google Sheet with every customer's address, the boiler model, and what they last paid. When they ring, the agent already knows. No 'remind me what model your boiler is?' awkwardness.
Subscription businesses
Renewal nudges only convert if the agent knows what plan the customer is on and when it expires. The sheet feeds that into the call automatically.
Founders allergic to Salesforce
You don't want to learn a CRM. You already have a sheet. Foan reads from it, writes back to it, and that's the whole CRM you need.
How it works
Setup takes a few minutes. The integration runs on every relevant call afterwards.
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Connect Google
Standard Google OAuth. We only request access to the sheets you explicitly grant.
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Pick the sheet
From your Drive, pick the sheet that holds your customer data.
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Map your columns
Tell us which column is the phone number (required), name, email, and any custom field you want the agent to know about.
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Done, every call now starts in context
When a known number rings, the agent opens with the right greeting and has the full row in its system prompt for the call.
A real call
A renewal call to a known customer
Sheet has phone, name, plan, renewal_date. Agent reads it before saying hello.
[Agent loaded row: name=Mark, plan=Growth, renewal_date=15 May]
Hi Mark, quick call about your Foan renewal coming up on the 15th. Any changes you'd like to make?
Actually yeah, can we move to Business?
Of course. I'll pop a note on the file and have someone confirm the upgrade today. Anything else?
Best for
Service businesses tracking customer history in a spreadsheet
Subscription businesses doing renewal nudges
Anyone allergic to Salesforce and HubSpot complexity
Small ops teams that want CRM-lite
Common questions
Do I need to format the sheet a specific way?
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Just one row per customer with a column that holds the phone number in any format (we normalise). Header row required.
How fast is the lookup?
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Sub-200ms in most cases. Cached for the duration of the call so the agent isn't hitting the API on every turn.
Can the agent edit the sheet?
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It can write outcomes back to a designated column you control. It can't add or delete columns, or modify other rows.
What if the caller isn't in the sheet?
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Agent falls back to "this is a new caller" mode and captures their details into a separate leads table.
Worth doing the maths first
How much are missed calls actually costing you?
If you're not sure Google Sheets pays for itself, run our calculator. Most service businesses recover the Foan subscription in the first three captured calls.
Open the missed-call calculatorConnect Google Sheets to Foan
Click below to start the OAuth flow. We log you in if you're new, then redirect you straight into Google Sheets's consent screen. Connect once, runs forever.
Connect Google SheetsAlready a Foan customer? Skip to the integrations page