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Close + Google Sheets

Create new exports in Close from new worksheets in Google Sheets

Stay organized and efficient with this seamless integration between Google Sheets and Close. Whenever a new worksheet is introduced in Google Sheets, this workflow immediately performs the 'Create Export' function in Close, enabling quick access to data. This automation eases the process of data management, enriching your productivity and streamlining operations.

Stay organized and efficient with this seamless integration between Google Sheets and Close. Whenever a new worksheet is introduced in Google Sheets, this workflow immediately performs the 'Create Export' function in Close, enabling quick access to data. This automation eases the process of data management, enriching your productivity and streamlining operations.

  1. When this happens...
    Google SheetsGoogle Sheets
    New Worksheet

    Triggered when you create a new worksheet in a spreadsheet.

    TriggerScheduled
  2. automatically do this!
    CloseClose
    Create Export

    Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    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
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
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 moreHelp

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.

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