The Scenario
You run a sales team, and the weekly call review is Friday afternoon. You need a sheet showing every call logged in NetHunt CRM against Leads records in the past seven days — timestamp, who the call was with, duration, and outcome notes. Normally someone on the team pulls this manually. That person is on PTO.
The bad version:
- Open NetHunt CRM, navigate to the Leads folder, and look for a call log view. Realize the call logs are embedded inside individual record activity feeds, not exposed as a filterable folder view.
- Open each Leads record modified this week, scroll to the activity section, find the call entries, and copy the details into a spreadsheet row by row.
- Get through 18 records and realize you have 60 more to check.
Nobody hired you to be a data entry operator. The call review is supposed to be about patterns and coaching — not about hunting through individual records to assemble the raw data.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It connects to NetHunt CRM, retrieves the call log entries across the folder, and writes them into your sheet structured and ready for review. No record-by-record clicking, no manual copying.
Fetch all call logs created in the last 7 days from my NetHunt CRM Leads folder and write each log's creation time, associated record ID, record name, call duration, and outcome notes into my Google Sheet
What You Get
- One row per call log entry.
- Columns: creation time, record ID, record name, call duration, outcome notes.
- Logs are ordered by creation time descending so the most recent calls appear first.
- Records with no calls in the window are excluded — only active call entries appear.
What If the Data Is Not Quite Ready
I want to filter to calls over a certain duration only
Fetch all call logs from the last 7 days in my NetHunt CRM Leads folder, include only calls with a duration greater than 5 minutes, and write creation time, record name, duration, and outcome notes into my sheet
I need call logs from both Leads and Deals folders combined
Pull all call logs created in the last 7 days from both my NetHunt CRM Leads folder and my Deals folder, add a Folder column to indicate the source, and write creation time, folder, record name, duration, and outcome notes into my sheet — sorted by creation time descending
The outcome notes field is blank for most entries — flag those rows
Fetch all call logs from the last 7 days in my NetHunt CRM Leads folder and write creation time, record name, duration, and outcome notes into my sheet. Where the outcome notes field is empty, write MISSING NOTES in that column instead of leaving it blank.
Full call review: clean the sheet, pull the data, and summarize call volume by rep
Clear everything below row 1 in my Call Logs sheet, fetch all call logs from the last 7 days across my NetHunt CRM Leads and Deals folders, write each log as a row with record name, duration, outcome notes, and assigned owner, then add a summary block at the bottom showing total call count grouped by owner
Running the cleanup, the data pull, and the summary in one instruction means the review sheet is complete before you open the meeting.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you use for sales call tracking, then ask it to pull this week's call logs from NetHunt directly into the sheet. You might also find the spoke on importing new lead records for pipeline review useful, or the hub overview covering all four ways to connect NetHunt CRM to Google Sheets.