Close + Google Sheets Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Close and Google Sheets, with as many as 244 possible integrations. Are you ready to find your productivity superpowers?
Send updated Google Sheets rows to Close.io as leads
If you're tracking potential leads in a Google Sheets, you'll want to have the best setup to chase them down once they heat up. That's where this Google Spreadsheet Close.io integration comes in: once you activate it, every time a Google Sheets row gets updated a lead will be added to Close.io automatically, giving you the fastest processes and best tools to succeed.
How It Works
- A row is updated on Google Sheets
- Zapier automatically adds a Close.io lead
What You Need
- Google Sheets account
- Close.io account
Add Google Form Entries to Close.io as Leads
Do you use Google Forms or Spreadsheets to track new leads? Then this Google Form/Spreadsheet integration is for you. Any time theres a new row or form entry in your spreadsheet Zapier will create a new lead with that data in Close.io.
How It Works
- A new row or form entry comes into your Google Spreadsheet
- Zapier automatically creates a lead in Close.io based on that entry
What You Need
- A Google Spreadsheet
- A Close.io account
Log weekly opportunity reports from Close.io in Google Sheets
Want to know how your sales team is performing week after week? Adding your team's data to a spreadsheet is a great way analyze their weekly performance metrics but manually inputting the information each week can be a time-consuming process. Once activated, a new opportunity report from Close.io will be generated on a specified day and time each week. Zapier will then log the report's results as a new row in Google Sheets automatically.
How this Schedule by Zapier-Close.io-Google Sheets integration works
- Pick a day and time each week that you want to generate a Close.io report
- Close.io runs an opportunity report
- Zapier adds the results to Google Sheets
- Schedule by Zapier
- Google Sheets
It's easy to connect Close + Google Sheets and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Runs a sent email report for your organization.
Triggers when a new task is created or completed.
Runs a status change report for your organization.
Triggers when a contact is subscribed to an email sequence, when an email sequence subscription is paused, or when an email sequence subscription is finished.
Creates a new note.
Triggers when a new lead is added to a search query or Smart View.
Creates a new email.
Triggers when a new event is created.
Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.io.
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