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Create spreadsheet rows in Google Sheets for new opportunities in Close

If you're constantly sifting through your Close app for new opportunities and manually updating a Google Sheets file, this workflow can quickly save you time. When a new opportunity arises in Close, it will immediately create a new row in your selected Google Sheets spreadsheet with the details. No longer will you have to switch between apps, thus you can focus on nurturing those opportunities instead.

If you're constantly sifting through your Close app for new opportunities and manually updating a Google Sheets file, this workflow can quickly save you time. When a new opportunity arises in Close, it will immediately create a new row in your selected Google Sheets spreadsheet with the details. No longer will you have to switch between apps, thus you can focus on nurturing those opportunities instead.

  1. When this happens...
    CloseClose
    New Opportunity

    Triggers when a new opportunity is added.

    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.

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