Connect Close and Google Sheets

Both apps 112Close 50Google Sheets 62

• Trigger
  New Contact in Contact Smart View

  Triggers when a new contact appears in the selected contact Smart View.

• Trigger
  New Lead in Smart View

  Triggers when a new lead appears in the selected Close lead Smart View, newest leads first.

• Trigger
  New Note

  Triggers when a new note is added to a lead in Close.

• Action
  Add Address to Lead

  Adds a new address to an existing Close lead, keeping the lead's current addresses, and returns the updated lead.

• Action
  Add User

  Adds a user to your Close organization by email, provisioning a new Close user if one does not exist, and returns the new membership.

• Action
  Create Bulk Action

  Starts a bulk edit in Close that sets a lead status, or sets or clears a custom field, on every record matching a search. Returns the bulk edit job and its status.

• Action
  Create Bulk Email

  Starts a bulk email in Close that sends an email template to every lead matching a search query. Returns the bulk email job with its id and status.

• Action
  Create Bulk Workflow Subscription Action

  Starts a bulk workflow (sequence) action in Close for every lead matching a search: subscribe them to a workflow, or pause or resume their existing workflow subscriptions. Returns the bulk action record and its processing status.

• Action
  Create Contact

  Creates a contact in Close, on an existing lead or on a new lead named after the contact, including any contact custom fields.

• Action
  Create Custom Activity

  Creates a custom activity of a chosen type on a Close lead, optionally tied to a contact, and returns the new activity.

• Action
  Create Export

  Starts an export of Close leads (optionally narrowed by an Advanced Filtering query) to a CSV or JSON file, and returns the export job. Close emails a download link when the export is done.

• Action
  Create Lead

  Creates a new lead in Close, optionally with nested contacts, addresses, a status and custom field values.

• Action
  Create Lead Smart View

  Creates a Lead Smart View in Close: a saved lead search defined by an Advanced Filtering query, and returns the new Smart View.

• Action
  Create Note

  Creates a note on a lead in Close, optionally tied to a contact, pinned, or with file attachments.

• Action
  Create Opportunity

  Creates an opportunity in Close, optionally on an existing lead, with its value, status, pipeline, owner, note and custom fields.

• Action
  Create SMS

  Creates an SMS activity on a Close lead: log a received or sent text, save a draft, schedule one, or send it immediately from one of your Close phone numbers.

• Action
  Create Task

  Creates a to-do task on a Close lead, optionally tied to one of the lead's contacts, assigned to a user and given a due date.

• Action
  Create WhatsApp Message

  Logs a WhatsApp message activity on a Close lead and contact, with its text, direction, phone numbers and optional attachments.

• Action
  Delete Email

  Deletes an email activity from Close.

• Action
  Delete Email Address From Contact

  Removes one email address from a Close contact, keeping the contact's other email addresses.

• Action
  Delete Logged Call

  Deletes a logged Call activity from Close.

• Action
  Export Activity Report to CSV

  Runs a Close activity report (overview by time period or comparison by user) and returns it as CSV text.

• Action
  Find Call

  Returns the call activities logged in Close that match the lead, contact, user, call IDs or date range you specify.

• Action
  Find Connected Account

  Returns the email and calendar accounts a Close user has connected, such as Gmail, Outlook or Zoom accounts.

• Action
  Find Custom Activity

  Returns the custom activities in Close that match the lead, contact, user, activity type or date criteria you specify.

• Action
  Find Custom Objects

  Returns the custom object records attached to a lead, optionally limited to one custom object type.

• Action
  Find Group

  Returns the Close groups whose name matches the name you supply, along with the first match.

• Action
  Find Lead

  Returns up to 200 leads whose name, contacts, emails, phones or other text fields match the search text.

• Action
  Find Meetings

  Returns the Meeting activities in Close that match the lead, contact, user, meeting ID and date filters you supply.

• Action
  Find Note

  Returns the Note activities in Close that match the lead, contact, user, note IDs or date ranges you specify.

• Action
  Find Number of Leads in Smart View

  Returns the number of leads that currently match a lead Smart View in Close.

• Action
  Find Opportunities

  Returns the opportunities that match a search query and any of the chosen filters, such as lead, owner, status, value period or date ranges.

• Action
  Find Task

  Returns the Close tasks that match the filters you supply, such as the lead, assignee, completion state, type or due date.

• Action
  Find WhatsApp Messages

  Returns the WhatsApp message activities in Close that match the lead, contact, user, WhatsApp message id or date range you specify.

• Action
  Find Workflow Subscription

  Returns the workflow (sequence) subscriptions for a workflow, contact or lead.

• Action
  Merge Two Leads

  Merges one Close lead into another. The source lead's contacts, activities and opportunities move to the destination lead, and the source lead is removed.

• Action
  Resubscribe Email

  Resubscribes an email address in Close by removing it from the organization's unsubscribed email list, so Close can send email to it again.

• Action
  Run Activity Overview Report

  Runs a Close activity overview report and returns the chosen activity metrics for each time period in the range, plus totals for the whole range.

• Action
  Run Opportunity Funnel Report

  Runs Close's opportunity funnel totals report for a pipeline, returning win rates, won and completed values, time to win and sales velocity, overall and per user.

• Action
  Run Sent Email Report

  Returns sent email statistics for an organization — totals, opens and replies overall and per email template — optionally limited to a date range or user.

• Action
  Run Status Change Report

  Runs Close's lead status change report, returning how many leads were in each lead status over a period and how leads moved between statuses.

• Action
  Select Random User

  Picks one user at random from the members of your Close organization and returns that user's details — useful for round-robin style lead or task assignment.

• Action
  Unsubscribe Email

  Unsubscribes an email address so Close no longer sends it email, for example when the person opted out of a mailing list elsewhere.

• Action
  Update Call

  Updates an existing call activity in Close, such as its note, outcome, status or duration. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing Close contact's name, title, lead, emails, phones, URLs, timezone or custom fields. Fields left blank keep their current values.

• Action
  Update Custom Activity

  Updates an existing custom activity in Close: its contact, date, draft/published status, pinned state and custom field values.

• Action
  Update Lead

  Updates an existing Close lead's name, description, website, status, addresses or custom fields. Fields left blank keep their current values.

• Action
  Update Lead Smart View

  Renames a lead Smart View in Close or replaces the filter that decides which leads it lists.

• Action
  Update Note

  Updates an existing note on a Close lead: its text, title, pinned state, contact, activity date or attachments. Fields left blank are not changed.

• Action
  Update Opportunity

  Updates an existing opportunity in Close, changing only the fields you fill in, including your custom opportunity fields.

• Trigger
  Aggregate Metric Changed

  Fires when an aggregate metric (sum/avg/count/…) over a column changes.

• Trigger
  Cell Range Values Changed

  Fires when the values in a specific cell range change.

• Trigger
  Conditional Format Rule Changed

  Fires when a conditional-format rule changes.

• Trigger
  Data Validation Rule Changed

  Fires when a data-validation rule changes.

• Trigger
  Developer Metadata Changed

  Fires when developer metadata changes.

• Trigger
  Filtered Range Values Changed

  Fires when the values in a filtered range change.

• Trigger
  New Rows

  Fires when new rows are appended to a Google Sheet.

• Trigger
  New Sheet Added

  Fires when a new sheet (tab) is added to a spreadsheet.

• Trigger
  New Spreadsheet Created

  Fires when a new spreadsheet is created in the account.

• Trigger
  Spreadsheet Metadata Changed

  Fires when spreadsheet metadata changes.

• Trigger
  Spreadsheet Properties Changed

  Fires when spreadsheet properties change.

• Trigger
  Spreadsheet Row Changed

  Fires when a row matching a query changes.

• Trigger
  Spreadsheet Search Match

  Fires when a spreadsheet matching search criteria is found.

• Trigger
  Table Query Result Changed

  Fires when the result of a SQL-style table query changes.

• Trigger
  Table Schema Changed

  Fires when a table's column schema changes.

• Trigger
  Worksheet Names Changed

  Fires when worksheet (tab) names change.

• Action
  Add Row

  Append a row to a Google Sheet

• Action
  Aggregate Column Data

  Read a range and compute an aggregate (sum|avg|min|max|count) over one column, skipping blank/non-numeric cells (so a header row is skipped automatically).

• Action
  Auto-Resize Rows or Columns

  Auto-fit row heights or column widths over an index range via autoResizeDimensions.

• Action
  Change Sheet Properties

  Update a worksheet's grid properties (row/column count) using an explicit field mask.

• Action
  Clear Basic Filter

  Remove the basic filter from a sheet via clearBasicFilter.

• Action
  Clear Spreadsheet Row(s)

  Clear the values in a range (formatting preserved).

• Action
  Copy Range

  Copy a source cell range to a destination range within the spreadsheet.

• Action
  Copy Worksheet

  Copy a worksheet into a destination spreadsheet.

• Action
  Create Chart

  Add a basic embedded chart (column/bar/line/etc.) built from a domain range and a series range on a sheet. Returns the new chartId.

• Action
  Create Conditional Formatting Rule

  Add a boolean conditional formatting rule (e.g. NUMBER_GREATER) that colors matching cells.

• Action
  Create Multiple Spreadsheet Rows

  Append many rows in one call.

• Action
  Create Spreadsheet

  Create a new Google Sheets spreadsheet with the given title.

• Action
  Create Spreadsheet Column

  Insert a blank column at a given index.

• Action
  Create Spreadsheet Row

  Append a single row of values to a sheet range.

• Action
  Create Spreadsheet Row at Top

  Insert a blank row just below the header (row 2), then write the given values into it in one operation.

• Action
  Create Worksheet

  Add a new worksheet (tab) to an existing spreadsheet.

• Action
  Delete Chart

  Delete an embedded chart via deleteEmbeddedObject.

• Action
  Delete Sheet

  Delete a worksheet from a spreadsheet by sheetId (gid).

• Action
  Delete Spreadsheet Row(s)

  Delete a contiguous block of rows by index.

• Action
  Find and Replace

  Find and replace text across the spreadsheet. Supply EXACTLY ONE scope: all_sheets=true OR sheet_id. Leave the other unset (do not pass all_sheets=false together with sheet_id).

• Action
  Find Spreadsheet

  Find spreadsheets by exact name via the Drive API (cross-host through the googlesheets connection).

• Action
  Find Worksheet

  Return the worksheet whose title matches the given title (sheet_id/index/found), reading the spreadsheet's sheet properties.

• Action
  Format Cell Range

  Apply background color and bold formatting to a cell range via repeatCell.

• Action
  Format Spreadsheet Row

  Apply a background color across an entire row via repeatCell over a row range.

• Action
  Get Conditional Format Rules

  List all conditional-format rules on each sheet (paired with the sheetId so a follow-up update can target a rule by index).

• Action
  Get Data Range

  Read all values in one or more ranges via batchGet.

• Action
  Get Data Validation Rules

  Read the data-validation rule set on every cell of a range (per-cell dataValidation, via includeGridData with a field mask).

• Action
  Get Many Spreadsheet Rows (Advanced)

  Read multiple ranges at once via batchGet.

• Action
  Get Row by ID

  Read a single row range. NOTE: Google Sheets has no row ID; the row number IS the identity.

• Action
  Get Sheet Names

  Return the titles of all sheets (tabs) in the spreadsheet.

• Action
  Get Spreadsheet by ID

  Fetch spreadsheet metadata (title, sheets, gids, grid properties).

• Action
  List Charts

  List all embedded charts (chartId + title) across every sheet in the spreadsheet.

• Action
  Lookup Spreadsheet Row

  Read a range and return the FIRST row whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows).

• Action
  Lookup Spreadsheet Rows (Advanced)

  Read multiple ranges via batchGet and return ALL rows whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows).

• Action
  Move Chart

  Reposition an embedded chart to a new overlay anchor cell via updateEmbeddedObjectPosition.

• Action
  Rename Sheet

  Rename a worksheet's title.

• Action
  Search Spreadsheets

  Search spreadsheets by name substring (or full-text) via the Drive API, cross-host through the googlesheets connection.

• Action
  Set Basic Filter

  Apply a basic filter to a range on a sheet via setBasicFilter.

• Action
  Set Data Validation

  Apply a ONE_OF_LIST dropdown data-validation rule to a cell range.

• Action
  Sort Range

  Sort a cell range by one column in ascending or descending order.

• Action
  Update Chart

  Replace an existing chart's spec (title, chart type, domain/series ranges) via updateChartSpec.

• Action
  Update Conditional Format Rules

  Replace an existing conditional-format rule (identified by its index on the sheet) with a new boolean rule.

• Action
  Update Data Validation Rule

  Overwrite the data-validation rule on a cell range with a ONE_OF_LIST dropdown (same endpoint as create; setDataValidation replaces whatever rule the range held).

• Action
  Update Spreadsheet Row

  Overwrite the values at a specific range.

• Action
  Update Spreadsheet Row(s)

  Update one or more disjoint ranges in a single batch.

• Action
  Upsert Row

  Read a range, find the row whose column_index cell equals match_value; UPDATE that row when found, otherwise APPEND a new row. One adaptive write request (method+path chosen by the match script).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.