Close + Google Sheets

Create Google Sheets rows for new opportunity statuses in Close

When this happens
Step 1: New Opportunity in Status
Then do this
Step 2: Create Spreadsheet Row

Keep a record of where your leads are in the sales process, so you can tackle any follow up activities in a timely manner. This integration adds changes to opportunity statuses, such as Demo Completed, Contract Sent, Proposal Sent, Won, and Lost, to a spreadsheet. When there is a new status for an opportunity in Close, a Google Sheets row will be created.

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Supported triggers and actions

What does this mean?

New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
New Call
Triggers when a new Call is created or completed.
Trigger
Instant
New Contact
Triggers when a new contact is created.
Trigger
Instant
New or Updated Custom Activity
Triggers when a Custom Activity is created or updated.
Trigger
Instant

New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
Trigger
Instant
New Export
Triggers when a new Export is created or completed.
Trigger
Instant

New Inbox Item
Triggers when a new item appears in your Close inbox.
Trigger
Instant

Close
Triggers when a new lead is created.
Instant
Trigger
Close
Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
Instant
Trigger
Close
Triggers when a new lead is added to a search query or Smart View.
Scheduled
Trigger
Close
Triggers when a Meeting is scheduled, started, completed, or canceled.
Instant
Trigger
Close
Triggers when a new membership is added to or removed from your Close organization.
Instant
Trigger
Close
Triggers when a new event is created.
Instant
Trigger
Close
Triggers when a new Note is created.
Scheduled
Trigger
Close
Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
Instant
Trigger
Close
Triggers when a new opportunity is added.
Instant
Trigger
Close
Triggers when a contact is subscribed to an email sequence, when an email sequence subscription is paused, when an email sequence subscription is resumed, or when an email sequence subscription is finished.
Instant
Trigger
Close
Triggers when a new inbound SMS is created or an outbound SMS is sent.
Instant
Trigger
Close
Triggers when a new task is created or completed.
Instant
Trigger
Close
Adds an address to a lead.
Scheduled
Action
Close
Delete logged call.
Scheduled
Action
Close
Delete an email on a lead.
Scheduled
Action
Close
Deletes a single email address from an existing contact.
Scheduled
Action
Close
Exports an activity overview or an activity comparison report to a CSV file.
Scheduled
Action
Close
Merges one lead into another lead.
Scheduled
Action
Close
Runs an activity overview report for your organization.
Scheduled
Action
Close
Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".
Scheduled
Action
Close
Creates a new bulk email.
Scheduled
Action
Close
Creates a new bulk sequence subscription action.
Scheduled
Action
Close
Creates a new call.
Scheduled
Action
Close
Creates a new Contact.
Scheduled
Action
Close
Creates a new Custom Activity.
Scheduled
Action
Close
Creates a new email.
Scheduled
Action
Close
Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.
Scheduled
Action
Close
Invites a user to join your Close organization.
Scheduled
Action
Close
Creates a New Lead
Scheduled
Action
Close
Creates a new note.
Scheduled
Action
Close
Find the total number of leads in a given query.
Scheduled
Action
Close
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.
Scheduled
Action
Close
Creates a new opportunity.
Scheduled
Action
Close
Runs a sent email report for your organization.
Scheduled
Action
Close
Subscribes a contact to an email sequence.
Scheduled
Action
Close
Creates a new Smart View.
Scheduled
Action
Close
Creates a new SMS.
Scheduled
Action
Close
Runs a status change report for your organization.
Scheduled
Action
Close
Creates a new Task.
Scheduled
Action
Close
Select a random user from your organization.
Scheduled
Action
Close
Turn on and off call forwarding for a specific number.
Scheduled
Action
Close
Updates an existing Call.
Scheduled
Action
Close
Updates an existing Contact.
Scheduled
Action
Close
Updates an exisiting Custom Activity.
Scheduled
Action
Close
Updates an existing Lead.
Scheduled
Action
Close
Updates an existing Note.
Scheduled
Action
Close
Updates an existing Opportunity.
Scheduled
Action
Close
Updates an existing Email Sequence Subscription.
Scheduled
Action
Close
Updates an existing Smart View.
Scheduled
Action
Close
Updates an existing Task.
Scheduled
Action
Close
Find an existing call.
Scheduled
Action
Close
Find a Connected Account you can use to send emails.
Scheduled
Action
Close
Finds an existing contact.
Scheduled
Action
Close
Finds an existing Custom Activity.
Scheduled
Action
Close
Find an existing lead.
Scheduled
Action
Close
Find an existing note.
Scheduled
Action
Close
Find an existing Opportunity.
Scheduled
Action
Close
Find an existing email sequence subscription.
Scheduled
Action
Close
Find an existing task.
Scheduled
Action
Close
Find an existing Close user.
Scheduled
Action
Close
Find or Create Contact
Scheduled
Action
Close
Find or Create Custom Activity
Scheduled
Action
Close
Find or Create Lead
Scheduled
Action
Close
Find or Create Note
Scheduled
Action
Close
Find or Create Opportunity
Scheduled
Action
Close
Find or Create Task
Scheduled
Action
Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet.
Instant
Trigger
Google Sheets
Triggered when you create a new spreadsheet.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added or modified in a spreadsheet.
Instant
Trigger
Google Sheets
Triggered when you create a new worksheet in a spreadsheet.
Scheduled
Trigger
Google Sheets
Create a new column in a specific spreadsheet.
Scheduled
Action
Google Sheets
Create a new row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Create one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
Google Sheets
Create a new worksheet by copying an existing worksheet.
Scheduled
Action
Google Sheets
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
Scheduled
Action
Google Sheets
Create a blank worksheet with a title. Optionally, provide headers.
Scheduled
Action
Google Sheets
Deletes the content of a row in a specific spreadsheet. Deleted rows will appear as blank rows in your spreadsheet. Please use with caution.
Scheduled
Action
Google Sheets
Update a row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Finds many matched rows (10 max.) by a column and value.
Scheduled
Action
Google Sheets
Returns many rows (20 max.) as a single JSON value and flat rows (line items).
Scheduled
Action
Google Sheets
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
Google Sheets
Finds or creates a specific lookup row.
Scheduled
Action

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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