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Close + Google Sheets

Close + Google Sheets

Close + Google Sheets integrations

Create new Google Sheets spreadsheets for updated contacts in Close contact smart view

Keep your business data organized and accessible with this seamless workflow. Whenever a new contact appears in your Close Smart View, a spreadsheet will be created in your Google Sheets with the contact details. This means you can easily keep track of your growing client base and ensure no crucial info gets lost. Perfect for businesses looking to streamline their contact management and maximize productivity.

  1. When this happens...
    New Contact in Contact Smart View
    New Contact in Contact Smart View
    New Contact in Contact Smart ViewTriggers when a new Contact is added to a Contact Smart View.
  2. automatically do this!
    Create Spreadsheet
    Create Spreadsheet
    Create SpreadsheetCreates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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More things you can do with Close and Google Sheets

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

  • Close triggers, actions, and search
    New Call Recording

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

    Trigger
    Instant
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    • Direction
    • Completed?
    Trigger
    Instant
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    • Trigger Actions
      Required
    • Custom Object Type
      Required
    Trigger
    Instant
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    • Field(s) Required to Trigger
    Trigger
    Instant
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    • Contact Smart View ID
      Required
    Trigger
    Polling
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    • Custom_activity_v2_instructions
    • Custom Activity Type
      Required
    • Filled-in fields
    Trigger
    Instant
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    • Direction
    • Template ID
    • User ID
    Trigger
    Instant
    Try It
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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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