Action: Run Opportunity Report in Close
Posted: Sun Feb 02, 2025 3:53 am
Here’s the simple version of this workflow:
Trigger: New Lead from your chosen social media lead generation tool
Action: Search—Find Lead in Close
Action: Create Lead in Close
Want to track the results of a specific campaign? Add a step to this workflow to create a Custom Field on your new lead, labeling them with the campaign they entered from.
5. Manipulate Data with Google Sheets
Inside Close, you’ve got plenty of ways to see your uruguay telegram data sales data. But, if you want to pull that data into customized pivot tables, or combine it with data from other sources, then you’ll probably want to use Google Sheets.
For example, want to see all your data from a campaign in a single view? You can pull data from Close every time there’s a new lead with that campaign tag added, alongside data from other sources (such as social media, paid ads, or email).
How you set up this workflow will depend on the sources you pull from and how you want to manipulate the data. Here’s an example of how you might set it up:
Trigger: Schedule by Zapier (you can choose the frequency of how often this workflow runs)
Action: Create Spreadsheet Row in Google Sheets
Once the data is loaded into your spreadsheet, you can dive in to the nitty-gritty details of your sales campaigns.
Trigger: New Lead from your chosen social media lead generation tool
Action: Search—Find Lead in Close
Action: Create Lead in Close
Want to track the results of a specific campaign? Add a step to this workflow to create a Custom Field on your new lead, labeling them with the campaign they entered from.
5. Manipulate Data with Google Sheets
Inside Close, you’ve got plenty of ways to see your uruguay telegram data sales data. But, if you want to pull that data into customized pivot tables, or combine it with data from other sources, then you’ll probably want to use Google Sheets.
For example, want to see all your data from a campaign in a single view? You can pull data from Close every time there’s a new lead with that campaign tag added, alongside data from other sources (such as social media, paid ads, or email).
How you set up this workflow will depend on the sources you pull from and how you want to manipulate the data. Here’s an example of how you might set it up:
Trigger: Schedule by Zapier (you can choose the frequency of how often this workflow runs)
Action: Create Spreadsheet Row in Google Sheets
Once the data is loaded into your spreadsheet, you can dive in to the nitty-gritty details of your sales campaigns.