Close + Google Sheets

Create spreadsheet columns in Google Sheets for new leads in Close

Keep your sales team on track and stay organized by turning to this workflow. When a new lead pops up in the Close app, a corresponding column is initiated in Google Sheets. Take advantage of having all relevant lead information in one consolidated spreadsheet, fostering effective strategizing, increased visibility, and better conversion results.

Keep your sales team on track and stay organized by turning to this workflow. When a new lead pops up in the Close app, a corresponding column is initiated in Google Sheets. Take advantage of having all relevant lead information in one consolidated spreadsheet, fostering effective strategizing, increased visibility, and better conversion results.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Column

    Create a new column in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

    • 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
close logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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.
Learn more

Related categories

  • Google
  • Spreadsheets

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