Connect Close CRM and Google Docs integrations
Connect Close CRM and Google Docs with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Close CRM and Google Docs to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when an email sequence is created or updated.
Triggers when an existing lead's status has been changed.
Triggers when a meeting is created, started, completed or canceled.
Triggers when a new membership is activated or deactivated.
Triggers when a new call activity is logged.
Triggers when a new contact is created.
Triggers when a new email activity is created.
Triggers when a new export is created.
Triggers when a new inbox item is created.
Triggers when a new lead is created.
Triggers when a new note activity is created.
Triggers when a new opportunity is created.
Triggers when a new smart view is created.
Triggers when a new SMS activity is created.
Triggers when a new task is created.
Triggers when an existing opportunity status has been changed.
Creates a new Google document by adding the content of HTML format.
Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.
Deletes a document.
Downloads a document to a required format.
Gets a content of a document.
Inserts a new image with URL to a document. The original size of the image is entered or the image is resized as required by the user. The original image ratio is maintained.
Inserts or appends a new paragraph to an existing document.
Makes all links in a document clickable.
Performs an arbitrary authorized API call.
Replaces an existing image with a new image with URL in the document. In order to fill the original image's bounds, the new image may be scaled or cropped.
Replaces an old text by a new text in a document.
Retrieves a list of documents.
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Build your Close CRM and Google Docs integrations.
Create custom Close CRM and Google Docs workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new contact.
Creates a new custom activity.
Creates a new Google document by adding the content of HTML format.
Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.
Creates a new lead.
Creates a new note activity.
Creates a new smart view.
Creates a new task.
Creates a new email activity.
Connect any app with Close CRM and Google Docs
Popular Close CRM and Google Docs workflows.
Looking to get more out of Close CRM and Google Docs? With Make you can visually integrate Close CRM and Google Docs into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create a Quote with Google Docs for each new row in Google Sheets.
For each new row in a Google Sheets spreadsheet, Make will automatically create a Quote with Google Docs. The template uses this [example Spreadsheet](https://docs.google.com/spreadsheets/d/18tuKaQV_8cyehugArbU0K7YOAVzWfwjavF9z1URt1Dw/edit?usp=sharing) and this [example Google Doc](https://docs.google.com/document/d/1hhH1H1oH9j4eAu6QxHYM_q0XB3S4cKbPoWAK41cRndM/edit?usp=sharing).
TRY IT ->Transcribe audio files from Google Drive using OpenAI Whisper and send an email
Easily transcribe audio files stored on Google Drive with OpenAI Whisper, automate transcription, store on a Google Doc and instantly email the doc for ease of communication. Please note that the Whisper API file limit is 25mb, we have used CloudConvert to convert these files to smaller mp3 files for Whisper to transcribe.
TRY IT ->Generate an activity overview report in Google Sheets from Close CRM data
Automatically generate an activity overview report from Close CRM and add it to Google Sheets for streamlined data analysis and tracking.
TRY IT ->Create a Google Doc from new rows in Google Sheets using OpenAI GPT-3 for content generation
Automatically generate Google Docs from new Google Sheets rows using OpenAI GPT-3. Streamline content creation by integrating Google Sheets, OpenAI, and Google Docs.
TRY IT ->Generate and append content to Google Docs using ChatGPT completions
Automatically enhance your Google Docs by generating and appending content using ChatGPT. Streamline document creation with AI-driven text completions.
TRY IT ->Automate document updates in Google Docs with new data from Google Sheets and ChatGPT completions
Automatically update Google Docs with new data from Google Sheets and ChatGPT completions. Streamline document management and enhance content creation effortlessly.
TRY IT ->Trigger new articles and create documents in Google Docs with OpenAI GPT-3
Automatically generate Google Docs for new articles using ChatGPT. Triggered by RSS feeds, this workflow streamlines content creation and documentation.
TRY IT ->Generate documents with Google Doc and create Trello cards from new Google Sheets rows
Automatically generate documents using Google Docs templates and create Trello cards from new Google Sheets rows for streamlined project management and documentation.
TRY IT ->Update leads in CRM using advanced filters and custom webhooks
Automatically update leads in your CRM by applying advanced filters and triggering custom webhooks with Make's integration of gateway and close-crm modules.
TRY IT ->
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