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Google Sheets + Schedule by Zapier + Close

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.

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.

  1. When this happens...
    Schedule by ZapierSchedule by Zapier
    Every Week

    Triggers every week, just choose what day of the week.

    TriggerInstant
  2. automatically do this...
    CloseClose
    Run Opportunity Report

    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.

    ActionWrite
  3. then do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
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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.
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  • Google
  • Spreadsheets

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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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