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Close + Google Sheets

Close + Google Sheets integrations

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.

  1. When this happens...
    New Worksheet
    New Worksheet
    New WorksheetTriggers when a worksheet is created in a spreadsheet.
  2. automatically do this!
    Create Export
    Create Export
    Create ExportCreates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.
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More things you can do with Google Sheets and Close

Discover other triggers and actions you can use with Google Sheets and Close

    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Instant
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Column_name
      Required
    • Index
    Action
    Write
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Instant
    Try It
    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Use Timezone set up on the spreadsheet to format date values?
    Action
    Write
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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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