New for Our Close.io Integration: Use Zaps to Run Opportunity Reports and Gain Performance Insights

The new Run Opportunity Report Action for Close.io gives you the ability to segment opportunities into specialized reports, and gain insights into your team’s performance metrics.

For example, you can use this new Action to run reports for total value of opportunities in a “won” status, view the number of opportunities that were won in the last month, or tally the opportunities in each stage of your sales pipeline.

Set up a Zap to pair this new Close.io Action with Schedule by Zapier and Google Sheets to run weekly reports on your opportunity data and log it in a spreadsheet automatically.

What's New with the Close.io + Zapier Integration

New Action

• 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.io.

How to Automate Close.io with Zapier

1. Make sure you have a Zapier account and a Close.io account

2. Try some pre-made Close.io integrations and learn more about how Close.io works with Zapier

3. Check out our Close.io help documentation for details on connecting your account and setting up your first Zap

4. Or login to build a custom workflow with Close.io and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use Close.io with Zapier.