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Log weekly opportunity reports from Close.io in Google Sheets

  1. When this happensStep 1: Every Week

  2. Then do thisStep 2: Run Opportunity Report

  3. Then do thisStep 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
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Connect Google Sheets + Schedule by Zapier in Minutes

It's easy to connect Google Sheets + Schedule by Zapier and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Spreadsheet Row (Team Drive)

Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.

New Spreadsheet

Triggered when you create a new spreadsheet.

InstantNew or Updated Spreadsheet Row

Triggered when a new row is added or modified in a spreadsheet.

InstantNew Spreadsheet Row

Triggered when a new row is added to the bottom of a spreadsheet.

New or Updated Spreadsheet Row (Team Drive)

Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

New Worksheet

Triggered when you create a new worksheet in a spreadsheet.

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