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Create spreadsheet rows in Google Sheets for new call transcripts in Close

This workflow initiates when there's a new call transcript in Close, following which it creates a corresponding row in Google Sheets. It brings forth an efficient way of managing call data, allowing for detailed tracking and analysis. From sales teams to customer service, ensure you never miss capturing significant call details directly into your spreadsheet for easier access and overview. Experience seamless data flow and stay organized without any extra work.

This workflow initiates when there's a new call transcript in Close, following which it creates a corresponding row in Google Sheets. It brings forth an efficient way of managing call data, allowing for detailed tracking and analysis. From sales teams to customer service, ensure you never miss capturing significant call details directly into your spreadsheet for easier access and overview. Experience seamless data flow and stay organized without any extra work.

  1. When this happens...
    CloseClose
    New Call Transcript

    Triggers when a new call or voicemail transcript is added to Close.

    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.

Related categories

Triggers & Actions