The Scenario
You're a sales ops manager at a staffing agency. On Tuesday morning, 120 new contacts landed in a Google Sheet — names, phone numbers, and emails from a LinkedIn event your team ran last week. Your job is to get every one of those leads into Leverly so reps start receiving call alerts before the morning standup.
The bad version:
- Open Leverly's intake form. Copy row 1's name and phone. Submit. Go back to the sheet.
- Repeat for row 2. Then row 3. Start losing track of which rows you've submitted around row 15.
- Hit row 40 and realize three phone numbers are formatted wrong. Manually fix each one before you can submit.
You've got a standup in 45 minutes and leadership wants to know why reps haven't received their first calls yet. The contacts are sitting in a sheet, uncalled, while you're doing data entry.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your column structure, understands which rows you want to target, and submits them to Leverly through the built-in integration — all from a single prompt in the sidebar.
Send all 120 leads in column A (name), B (phone), C (email) to Leverly as new calls right now
What You Get
- Every row submitted to Leverly as a new call request, in one operation — not 120 separate form submissions.
- A confirmation column written back into the sheet (e.g., column D) showing "submitted" or the specific error for any row that failed.
- Rows with malformed phone numbers flagged inline so you can fix just those, not hunt for them.
- Reps receiving call alerts within seconds of the submission completing.
What If the Data Is Not Quite Ready
Some phone numbers are missing the country code
Send all leads in column A (name), B (phone), C (email) to Leverly — prepend +1 to any phone number in column B that doesn't already start with a plus sign
Only a subset of rows should be submitted
Push every row where column D says "new" to Leverly to trigger instant sales calls — skip any row where column D is blank or says "contacted"
Names are split across two columns
Combine column A (first name) and column B (last name) into a full name field, then submit all rows with a phone in column C to Leverly as new call requests
Clean the data, filter, and submit in one shot
Look at columns A through E. Remove any duplicate phone numbers. Skip rows where column D is "do not contact." For every remaining row, combine first and last name from columns A and B, and submit name, phone from column C, and email from column D to Leverly right now.
The pattern: you don't have to clean the sheet first and then come back to run the submission. Ask for both in a single prompt.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with a batch of imported contacts, then ask it to push the whole list to Leverly in one shot. Or see how SheetXAI handles reattempt audits and cancellations — and check the Leverly hub for all the ways the integration works.