Integrate Google Sheets with Close.io
About Google Sheets
Google Sheets is an online spreadsheet app that lets users create and format spreadsheets while simultaneously working with other people. Businesses can use Google Sheets to maintain data consistency across departments and to ensure that every member of their team is on the same page.
Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.
Popular Use Cases
Bring all your Google Sheets data to Amazon Redshift
Load your Google Sheets data to Google BigQuery
ETL all your Google Sheets data to Snowflake
Move your Google Sheets data to MySQL
Bring all your Close.io data to Amazon Redshift
Load your Close.io data to Google BigQuery
ETL all your Close.io data to Snowflake
Move your Close.io data to MySQL
Integrate Google Sheets With Close.io Today
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Google Sheets's End Points
Use developer metadata to keep track of a location or an object in a spreadsheet. This can help you maintain data organization and clarity, even as you scale or continue to add new rows of information.
Create new spreadsheets, look up existing spreadsheets via spreadsheet ID, or get data on portions of a spreadsheet using filters. These functions can help you understand and consolidate your data for big-picture business insights.
Maintain full control over the values on your spreadsheet and add, clear, append, or update values as necessary. Use this flexibility to keep your data up-to-date and useful at all times.
Use sheets to copy a single sheet from a spreadsheet to another spreadsheet. This can be especially useful when you’re integrating data from various sources or reorganizing your data structure for analytics.
Close.io's End Points
Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.
Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.
Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.
Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.
Create custom fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.