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Close + Google Sheets

Create multiple rows in Google Sheets for every new lead in smart view from Close

Effortlessly manage your new leads from Close directly in your Google Sheets. Upon a new lead appearing in your selected Smart View within Close, this workflow will compile all relevant data and simultaneously create multiple rows in your pre-selected Google Sheets. Take advantage of this seamless integration between Close and Google Sheets to streamline your lead management process, saving you time and ensuring no lead goes unnoticed.

Effortlessly manage your new leads from Close directly in your Google Sheets. Upon a new lead appearing in your selected Smart View within Close, this workflow will compile all relevant data and simultaneously create multiple rows in your pre-selected Google Sheets. Take advantage of this seamless integration between Close and Google Sheets to streamline your lead management process, saving you time and ensuring no lead goes unnoticed.

  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 Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    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