How to integrate Google Sheets with Close to automatically register lead information from Google Sheets into Close

Step 1: Integrate Google Sheets and Close with My Apps

First, let's integrate the apps used in this flow with Yoom as My Apps.
After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.

When the app search window appears, search for each app name.

Integrate Google Sheets with My Apps

*Before integrating Google Sheets with My Apps, prepare the sheet you will use.
If you prepare the sheet after integration, information retrieval may not work properly. (There is no problem if you change the sheet content later.)

To integrate Google Sheets, you need to log in with your Google account.

Search for Google Sheets in "New Connection" and click "Sign in with Google" as shown above.
Then, select your Google account and proceed to the "Log in to Yoom" screen, and click "Next".

Proceed to the next step, and a screen will appear asking Yoom for access to your Google account, so click "Continue".

Click "Continue", and you will automatically return to the My Apps list page in Yoom, completing the integration.

Integrate Close with My Apps

To integrate Close with My Apps, you need an API key.
Obtain it from the Close management screen.

Click "+ New API Key" and create a key to register with Yoom.
Once you have obtained the key, paste it into the Yoom screen and click "Add".

If it appears in the My Apps list, the integration is complete.

Next, proceed to the detailed flow settings.
Click "Try it" from the banner below to copy the template.

Step 2: Setting Up App Triggers in Google Sheets

The initial setting is "When a row is added".
Set it so that the flow is triggered when a row is added to the specified Google Sheet.

On the first page, the account information of the Google Sheet linked with My App is reflected.

If you are linked with multiple Google accounts, there may be unintended accounts reflected, so please select the correct one from the dropdown.
Modify the title as needed and proceed to the next step.

Next, set up the app trigger.

The trigger activation interval checks if a new row has been added to the Google Sheet at the specified time interval.
Note that the trigger activation interval may not be selectable depending on the plan.

Select the Spreadsheet ID and Sheet ID (tab name) from the options and enter up to the column with unique values.
The column with unique values must be specified as a column where values do not overlap with other rows in the same column.

In this sheet, we specify column A (Name).

Once all inputs are complete, click "Test" to check if the information from Google Sheets can be retrieved.

If the sheet content is reflected in the output values as shown above, the test is successful.
Once confirmed, click "Save" to complete the app trigger setup.

Step 3: Setting Up Lead Information Registration in Close

Next is the "Create Lead" setting.
Reflect the information obtained from the Google Sheets setup in Close.

On the first page, as with Google Sheets, modify the title and verify the account information before proceeding to the next step.

Next, set the details of the lead information to be registered in Close.

Select and input the obtained output into the matching fields.

Once all necessary fields are filled, click "Test".

When "Test Successful" is displayed, a new lead information is registered in Close, and the output can be obtained in Yoom as shown above.

Once this is done, click "Save" to complete the lead information registration setup.

Step 4: Setting Up Record Updates in Google Sheets

The final setting is "Update Record".
This setting is used in the flow to update lead information in Close.

As before, on the first page, modify the title and verify the account information, then scroll down.
Reflect the Lead ID obtained from the Close setup in the Google Sheet, so specify the sheet.

Once the settings are complete, proceed to the next step.
On the next page, set the conditions for updating the information.

In the above, condition ① (Google Sheet's Name field matches the Name item obtained in the output) instructs ② (reflect the Lead ID output value in the Google Sheet's Lead ID field).

Once the settings are complete, click "Test".

The Lead ID information is automatically reflected in the specified sheet's field.
Finally, click "Save" to complete all settings.

Turn on the trigger to activate the flow.

Now, the lead information from Google Sheets is automatically registered in Close.

The flow set up this time is as follows.

Other Automation Examples Using Google Sheets and Close

Update Close Leads When a Row is Updated in Google Sheets

This setup automatically updates lead information in Close whenever you edit lead information in Google Sheets. This reduces the effort of manually reflecting the latest information across multiple tools and helps maintain consistency. It can create an environment where the sales team can focus more on customer interactions.

Automatically Manage Contacts in Close When a Row is Added or Updated in Google Sheets

This system automatically creates a contact in Close when a new row is added to Google Sheets. Additionally, by simply updating the contact information in the spreadsheet, the contact information in Close is automatically updated as well. This flow is expected to reduce manual work while keeping contact data accurate and up-to-date. It is particularly efficient for sales teams that require frequent data changes.

Summary

By integrating Google Sheets with Close, you can achieve more efficient and accurate lead management. By reducing the hassle and errors of manual input and sharing lead information across the team, you can expect to speed up sales activities and improve conversion rates.

This flow is easy to set up without the need for programming, making it accessible even for beginners. Sign up for free with Yoom and experience this convenient integration flow right away.