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Close + Google Sheets

Manage new Close leads by creating corresponding entries in Google Sheets spreadsheets

Keep your sales pipeline updated effortlessly. When a new lead appears in your Close Smart View, this workflow will instantly create a corresponding row in your Google Sheets spreadsheet. It saves you time from manually entering data and provides a simplified view of lead progress directly in your spreadsheet. Boost efficiency by letting this workflow manage your leads in an organized and consistent manner.

Keep your sales pipeline updated effortlessly. When a new lead appears in your Close Smart View, this workflow will instantly create a corresponding row in your Google Sheets spreadsheet. It saves you time from manually entering data and provides a simplified view of lead progress directly in your spreadsheet. Boost efficiency by letting this workflow manage your leads in an organized and consistent manner.

  1. When this happens...
    CloseClose
    New Lead in Smart View

    Triggers when a new lead is added to a Smart View.

    TriggerPolling
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet

    Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

    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
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    • 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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