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Close + Google Sheets

Create Google Sheets rows for new Close meetings

Effortlessly keep track of your meetings in Close by creating a dedicated record in Google Sheets. With this workflow, each time a new meeting is scheduled in Close, a corresponding row is added in your Google Sheets. This allows you a streamlined way to maintain and manage your meetings data in a comprehensive, easy-to-navigate spreadsheet.

Effortlessly keep track of your meetings in Close by creating a dedicated record in Google Sheets. With this workflow, each time a new meeting is scheduled in Close, a corresponding row is added in your Google Sheets. This allows you a streamlined way to maintain and manage your meetings data in a comprehensive, easy-to-navigate spreadsheet.

  1. When this happens...
    CloseClose
    New Meeting

    Triggers when a Meeting is scheduled, started, completed, canceled, or declined.

    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
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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
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    • 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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