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Close + Google Sheets + Formatter by Zapier

Create lead in Close from formatted Google Sheet entries

Manually copying leads from spreadsheets into your CRM slows down your sales process and risks introducing errors. This Zap automatically formats new Google Sheets entries, standardizing contact details, and creates a lead in Close for each entry. Now, your sales team can instantly act on accurate, well-organized leads without manual effort or delay.

Manually copying leads from spreadsheets into your CRM slows down your sales process and risks introducing errors. This Zap automatically formats new Google Sheets entries, standardizing contact details, and creates a lead in Close for each entry. Now, your sales team can instantly act on accurate, well-organized leads without manual effort or delay.

  1. When this happens...
    Google SheetsGoogle Sheets
    New Spreadsheet Row

    Triggers when a new row is added to the bottom of a spreadsheet.

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  3. then do this!
    CloseClose
    Create Lead

    Creates a New Lead

    ActionWrite
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Supported triggers and actions

    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
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close logo

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.
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Related categories

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formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories

Triggers & Actions