Close + Google Sheets

Create multiple rows in Google Sheets for every new lead in smart view from Close

Effortlessly manage your new leads from Close directly in your Google Sheets. Upon a new lead appearing in your selected Smart View within Close, this workflow will compile all relevant data and simultaneously create multiple rows in your pre-selected Google Sheets. Take advantage of this seamless integration between Close and Google Sheets to streamline your lead management process, saving you time and ensuring no lead goes unnoticed.

Effortlessly manage your new leads from Close directly in your Google Sheets. Upon a new lead appearing in your selected Smart View within Close, this workflow will compile all relevant data and simultaneously create multiple rows in your pre-selected Google Sheets. Take advantage of this seamless integration between Close and Google Sheets to streamline your lead management process, saving you time and ensuring no lead goes unnoticed.

  1. When this happens...
    CloseClose
    New Lead in Smart View

    Triggers when a new lead is added to a Smart View.

    TriggerScheduled
  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
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Call Transcript

    Triggers when a new call or voicemail transcript 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
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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

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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