Starter
Google SheetsAdd a row in Google Sheets when a new lead is added in Close
When a new lead is added in Close, add a row in Google Sheets.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
- Steps
- 1
- Client fills in
- 2
- Accounts
- 2
- Starts
- A new lead is added in Close, within seconds
UsesBeta
Every step, in order
When it happens in the first app, the step runs in the second, with the client’s own account.
- A new lead is added
- A lead created in Close, within seconds. Close pauses a subscription after three days of failed deliveries; the run history shows the silence.
- Add a row
- Add a row at the bottom of a sheet, one value per column, left to right.
- Starts whenA new lead is addedClose
- App stepAdd a rowGoogle Sheets
What each client fills in
- Google Sheets: Spreadsheet ID
- For example from the URL: docs.google.com/spreadsheets/d/<this>/edit
- Google Sheets: Sheet (tab)
- For example Sheet1
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
In the client’s Close: Settings → Developer → API Keys → Create API Key.
In your own Google Cloud project: enable the Google Sheets API, then IAM & Admin → Service accounts → Create → Keys → Add key → JSON, and paste the file here. Then share each client sheet with the service account’s email (…@….iam.gserviceaccount.com) as an Editor. The account is yours; no Google review is needed.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Close, for “A new lead is added”
- Connect the client’s Google Sheets, for “Add a row”
- Fill in Google Sheets: Spreadsheet ID (For example from the URL: docs.google.com/spreadsheets/d/<this>/edit)
- Fill in Google Sheets: Sheet (tab) (For example Sheet1)
- Check the order of Google Sheets’s values, column by column against the client’s columns
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