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Google Sheets + Schedule by Zapier + Close

Log weekly opportunity reports from Close.io in Google Sheets

  1. When this happens

    Step 1: Every Week

  2. Then do this

    Step 2: Run Opportunity Report

  3. Then do this

    Step 3: Create Spreadsheet Row

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

  1. Pick a day and time each week that you want to generate a Close.io report
  2. Close.io runs an opportunity report
  3. Zapier adds the results to Google Sheets

Apps involved

  • Schedule by Zapier
  • Close.io
  • Google Sheets

Supported triggers and actions

What does this mean?
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google-sheets logo
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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GoogleSpreadsheets

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About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Related categories

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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.
Learn More

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Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier’s
Terms of Service