Close + Google Sheets

Log new Close calls and copy worksheets in Google Sheets

Effortlessly keep track of new calls in Close by setting up this workflow to copy call details to a Google Sheets worksheet. Whenever a new call is logged in Close, the call information will be added to a specified Google Sheets worksheet, making it easy for you to access and analyze your call data. Stay organized and save time by letting this automation handle your call tracking.

Effortlessly keep track of new calls in Close by setting up this workflow to copy call details to a Google Sheets worksheet. Whenever a new call is logged in Close, the call information will be added to a specified Google Sheets worksheet, making it easy for you to access and analyze your call data. Stay organized and save time by letting this automation handle your call tracking.

  1. When this happens...
    CloseClose
    New Call

    Triggers when a new Call is created or completed.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Copy Worksheet

    Creates a new worksheet by copying an existing worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Call Transcript

    Triggers when a new call or voicemail transcript is added to Close.

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

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

Related categories

  • CRM (Customer Relationship Management)

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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.
Learn more

Related categories

  • Google
  • Spreadsheets

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