Update tracking sheet with sales notes and call statuses from Close to Google Sheets
Update tracking sheet with sales notes and call statuses from Close to Google Sheets
Update your tracking sheet with sales notes and call statuses by recording custom activities in Close. This keeps your data current, improving visibility and decision-making for your sales team.
Workflow preview:
Zap details:
Overview
Update your tracking sheet with sales notes and call statuses by recording custom activities in Close. This keeps your data current, improving visibility and decision-making for your sales team.