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Close CRM
Google Sheets

Connect Close CRM and Google Sheets

Explore ready-made Close CRM and Google Sheets templates and start automating in minutes.

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Create a custom workflow

Integrate Close CRM with Google Sheets and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Close CRM
Trigger: Watch Email Sequence Created / Updated
Google Sheets
Action: Select an action
1. Select a trigger

  • Triggers when an email sequence is created or updated.

  • Triggers when an existing lead's status has been changed.

  • Triggers when a meeting is created, started, completed or canceled.

  • Triggers when a new membership is activated or deactivated.

  • Triggers when a new call activity is logged.

  • Triggers when a new contact is created.

  • Triggers when a new email activity is created.

  • Triggers when a new export is created.

  • Triggers when a new inbox item is created.

  • Triggers when a new lead is created.

  • Triggers when a new note activity is created.

  • Triggers when a new opportunity is created.

  • Triggers when a new smart view is created.

  • Triggers when a new SMS activity is created.

  • Triggers when a new task is created.

  • Triggers when an existing opportunity status has been changed.

2. Select an action

  • Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.

  • Appends a new row to the bottom of the table.

  • Adds a new sheet.

  • Appends multiple rows to the bottom of the table.

  • Updates multiple rows.

  • Clears a specific cell.

  • Clears values from a specific row.

  • Clears a specified range of values from a spreadsheet.

  • Copies a sheet to another spreadsheet.

  • Creates a new spreadsheet.

  • Creates a new spreadsheet from a template sheet.

  • Deletes a conditional format rule at the given index. All subsequent rules' indexes are decremented.

  • Deletes a specific row.

  • Deletes a specific sheet.

  • Gets a specific cell.

  • Performs an arbitrary authorized API call.

  • Returns processed data as a result of the MAKE_FUNCTION or INTEGROMAT function. Sheets Add-On required.

  • Renames a specific sheet.

  • Updates a specific cell.

  • Updates a row.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Close CRM and Google Sheets.

Add a Conditional Format Rule
Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.
Action
Add a Row
Appends a new row to the bottom of the table.
Action
Add a Sheet
Adds a new sheet.
Action
Bulk Add Rows (Advanced)
Appends multiple rows to the bottom of the table.
Action
Bulk Update Rows (Advanced)
Updates multiple rows.
Action
Clear a Cell
Clears a specific cell.
Action
Clear a Row
Clears values from a specific row.
Action
Clear Values from a Range
Clears a specified range of values from a spreadsheet.
Action
Copy a Sheet
Copies a sheet to another spreadsheet.
Action
Load more

Popular Close CRM and Google Sheets workflows

Connect Close CRM and Google Sheets with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Add new Close CRM contacts to a Google Sheets spreadsheet

Every time a new contact is created in Close CRM, Make will automatically add it to a new row in a Google Sheets spreadsheet. The template uses this example spreadsheet.

Add new Close CRM contacts to a Google Sheets spreadsheet
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App Families

Generate an activity overview report in Google Sheets from Close CRM data

Automatically generate an activity overview report in Google Sheets using data from Close CRM, streamlining your data analysis and reporting process.

Generate an activity overview report in Google Sheets from Close CRM data
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App Families

Generate an activity overview report in Google Sheets from Close CRM data

Automatically generate an activity overview report from Close CRM and add it to Google Sheets for streamlined data analysis and tracking.

Generate an activity overview report in Google Sheets from Close CRM data
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.