support center

Video: Automatically send an Activity Report to a Google Spreadsheet with Zapier

It's common for Close.io customers to use Activity Report data to learn more about their sales process by comparing activity per sales rep, leads within a Smart View, or conversion rates.

This video tutorial shows you how to automatically generate daily Activity Reports and send the data to a Google Spreadsheet:

 

Watch the video on YouTube

Here is a Google Spreadsheet template you can use to send the Activity Data and summarize the data into a weekly or monthly view. To use the spreadsheet, just copy it to your own Google Drive.