Google Sheets Integration

Integrate Close with Google Sheets

Jump to


    Integrating Close with Google Sheets optimizes your sales and productivity workflow by leveraging the strengths of both platforms. By combining Close's robust CRM and sales productivity capabilities with Google Sheets' powerful data analysis and real-time collaboration features, businesses can streamline their operations, ensure seamless data transfer, and enhance decision-making processes. Whether you're a small business or a startup, this integration allows you to import leads, manage contacts, and automate outreach, all while keeping your data aligned and up-to-date within Google's versatile ecosystem. On this page, we'll cover the rationale behind integrating Close with Google Sheets, the essentials for setting up the integration, the step-by-step process of how to integrate Close with Google Sheets, various use cases for the integration, troubleshooting guidance for your Close integration with Google Sheets, and a Q&A section to help clarify any lingering questions.

    Understanding that time is a valuable asset for small businesses and startups, the integration between Close and Google Sheets is designed to be quick and user-friendly. With features such as 1-click migration tools and automated follow-up reminders from Close, paired with the ability to pull in and analyze data from other tools in Google Sheets, your team can focus more on selling and less on manual data entry and management. We will explore how the built-in calling, SMS, and Zoom functionalities of Close can be complemented with the spreadsheet and automation prowess of Google Sheets to enhance your team's efficiency and scalability. Stay with us as we dive into the benefits and practicalities of making Close and Google Sheets work in synergy for your business.

    Reasons to Integrate Close with Google Sheets

    • Enhances productivity by automating repetitive tasks and streamlining workflows
    • Improves collaboration between teams through shared access to data and updates in real-time
    • Increases efficiency by minimizing manual data entry and enabling quick data manipulation
    • Provides better insights for decision-making with consolidated data analysis and reporting
    • Saves time and money by reducing the need for multiple tools and decreasing the likelihood of errors
    • Gives your business a competitive advantage with advanced integration capabilities
    • Automates workflows, making it easier to manage large projects and data sets
    • Integrates with Google BigQuery for analyzing vast amounts of data directly within Sheets
    • Enables pulling of data from external sources, such as HTML tables and automating workflows with Google Apps Script

    Setting Up the Integration Between Close and Google Sheets

    Integrating Close with Google Sheets facilitates the automation of workflows, streamlining your sales and data management processes. This connection is established through Zapier, a tool that creates automated workflows known as Zaps, enabling seamless data exchange and task automation between the two applications. Below is a step-by-step guide on what you need to set up this efficient integration.

    1. Access to Zapier, an automation tool that connects Close and Google Sheets without requiring any coding skills.
    2. A Close account with the necessary permissions to access and manage lead information, custom activities, notes, and other relevant data.
    3. A Google Sheets account, where you can create, update, and manage spreadsheets for collecting and analyzing data synced from Close.
    4. Choose from the available Zapier templates for various workflows or create custom Zaps according to your specific requirements.
    5. An understanding of the triggers and actions you want to automate, such as creating new leads, updating rows, or finding existing notes within your workflows.
    6. Establishment of HTTP requests for advanced operations if needed, using the Close CRM Google Sheets integration's authentication.

    Integrating Close with Google Sheets

    The integration of Close with Google Sheets presents a multitude of ways to automate workflows, enhance data management, and streamline lead handling processes. Leveraging the power of Zapier, users can connect these two platforms to perform a variety of tasks without manual intervention. From adding new leads to tracking updates, the integration caters to a range of business needs.

    Automating Workflows with Zapier

    Using Zapier, Close and Google Sheets can be integrated to automate workflows. You can set up Zaps that trigger specific actions in Google Sheets based on events in Close, such as creating new leads, logging calls, and updating opportunities. With pre-made Zapier templates, this process is made even more accessible, allowing you to quickly establish the connections you need to automate your workflows efficiently.

    Lead Management and Data Entry Automation

    For businesses focused on optimizing their lead management, integrating Close with Google Sheets via Zapier offers significant advantages. You can use Zapier to automate lead management by setting up Zaps that react to new or updated rows in Google Sheets, translating them into new leads or updated information in Close. Simultaneously, it reduces the need for repetitive data entry, ensuring your CRM data in Close is always up-to-date and synchronized with your spreadsheets.

    Event and Response Tracking

    Zapier's flexibility also extends to event and response tracking. You can configure Zaps to add new events from Calendly directly into Google Sheets, or even send Webflow form responses to Google Sheets. This seamless integration ensures that all customer interactions and responses are documented and can be leveraged for further analysis or follow-up actions within Close.

    Using Sourcetable as an Integration Alternative

    For those looking for an alternative to Zapier for integration, Sourcetable offers a powerful solution. It enables you to sync live data from Close, along with almost any other app or database, directly into Google Sheets. This method provides real-time data updates, ensuring that your sheets always reflect the most current information without the need for manual refreshes or data transfers.

    Frequently Asked Questions

    Can I integrate Close.io with Google Sheets to automate my workflows?

    Yes, integrating Close.io with Google Sheets can automate tasks and streamline workflows, saving time and increasing productivity.

    What tool can I use to integrate Close.io with Google Sheets?

    You can use Appy Pie Connect to integrate Close.io with Google Sheets. It offers pre-built integrations and automation workflows that are easy to set up.

    Do I need third-party software to write a script for integrating Close API with Google Sheets?

    No, you don't need third-party software. You can use the Google Apps Script platform and the Google Sheets Script Editor to write a script that retrieves data from the Close API and imports it into Google Sheets.

    How does Appy Pie Connect handle data fields when integrating Close.io with Google Sheets?

    Appy Pie Connect automatically maps data fields between Close.io and Google Sheets, allowing for real-time data syncing and custom field mapping.

    Is integrating Close.io with Google Sheets using Appy Pie Connect cost-effective?

    Yes, integrating Close.io with Google Sheets through Appy Pie Connect is cost-effective as it reduces manual effort and improves collaboration, making it a good option for small businesses and large enterprises alike.


    By integrating the powerful CRM capabilities of Close, which is designed to prioritize quality leads and streamline communication through features like built-in calling and SMS, with the versatility and accessibility of Google Sheets, businesses can leverage the best of both platforms. The seamless connection allows for real-time collaboration on spreadsheets, the use of intelligent features, and ensures that your data is secure and compliant with regulatory requirements. However, if you're looking for an even more integrated solution to manage your sales and data without the need for separate tools, consider using Sourcetable. Sourcetable offers a unified platform that simplifies your workflow. Sign up for Sourcetable today to get started and experience a cohesive and efficient way to handle your business data and sales processes.

    Connect your Close Data

    Analyze data, automate reports and create live dashboards
    for all your business applications, without code. Get unlimited access free for 14 days.