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Close + Google Sheets

Create rows in Google Sheets for new or updated custom activities in Close

Stay on top of your Close custom activities and effortlessly compile them in a Google Sheets spreadsheet with this workflow. Every time a new or updated custom activity occurs in Close, a new row will be added to your specified Google Sheets document, keeping all pertinent information organized and easily accessible. No more manual data entry, just seamless automation to enhance your record-keeping process.

Stay on top of your Close custom activities and effortlessly compile them in a Google Sheets spreadsheet with this workflow. Every time a new or updated custom activity occurs in Close, a new row will be added to your specified Google Sheets document, keeping all pertinent information organized and easily accessible. No more manual data entry, just seamless automation to enhance your record-keeping process.

  1. When this happens...
    CloseClose
    Published Custom Activity

    Triggers when a Custom Activity is published (saved).

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
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About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Related categories

Triggers & Actions