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Close + Google Sheets

Create new Google Sheets spreadsheets for updated contacts in Close contact smart view

Keep your business data organized and accessible with this seamless workflow. Whenever a new contact appears in your Close Smart View, a spreadsheet will be created in your Google Sheets with the contact details. This means you can easily keep track of your growing client base and ensure no crucial info gets lost. Perfect for businesses looking to streamline their contact management and maximize productivity.

Keep your business data organized and accessible with this seamless workflow. Whenever a new contact appears in your Close Smart View, a spreadsheet will be created in your Google Sheets with the contact details. This means you can easily keep track of your growing client base and ensure no crucial info gets lost. Perfect for businesses looking to streamline their contact management and maximize productivity.

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

    Triggers when a new Contact is added to a Contact 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
    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