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Close + Google Sheets

Track published custom activities in Close by creating rows in Google Sheets

When a new activity is published in Close, this workflow instantly updates a Google Sheets spreadsheet. This offers a seamless way to chronicle all custom activities from Close directly onto a specific Google Sheets document. It's a simple yet efficient solution to streamline your data consolidation tasks for better transparency and productivity.

When a new activity is published in Close, this workflow instantly updates a Google Sheets spreadsheet. This offers a seamless way to chronicle all custom activities from Close directly onto a specific Google Sheets document. It's a simple yet efficient solution to streamline your data consolidation tasks for better transparency and productivity.

  1. When this happens...
    CloseClose
    Published Custom Activity

    Triggers when a Custom Activity is published (saved).

    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.

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