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Close + Google Sheets

Create multiple rows in Google Sheets for new opportunities in status in Close

Maximize your productivity with this automated workflow. Every time a new opportunity arises in your Close account status, it swiftly creates multiple corresponding rows in your Google Sheets. This eliminates the need for manual transfers, ensuring precise, up-to-date records and faster analysis and reporting directly from your business opportunities in Close.

Maximize your productivity with this automated workflow. Every time a new opportunity arises in your Close account status, it swiftly creates multiple corresponding rows in your Google Sheets. This eliminates the need for manual transfers, ensuring precise, up-to-date records and faster analysis and reporting directly from your business opportunities in Close.

  1. When this happens...
    CloseClose
    New Opportunity in Status

    Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

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

    Create one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    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
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Completed?

    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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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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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