Integrationsarrow_forwardClose Integrationsarrow_forward

Close + Google Docs Integrations

Connect for free

On this page

Connect Close to Google Docs
Example workflows
Inspirational workflows
Triggers and actions
Close + your other apps
Google Docs + your other apps
Related blog posts
FAQ

Close + Google Docs integrations

Use any of these Google Docs actions in your Relay.app workflows.

Preview of Add any Google Docs action to your workflow.

Preview of Use Relay.app's Google Docs integration to trigger actions across your apps

Use any of these Google Docs actions in your Relay.app workflows.

Add any Google Docs action to your workflow.

Use Relay.app's Google Docs integration to trigger actions across your apps

Overview

Connect Close to Google Docs in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Close, Google Docs, and many other popular SaaS applications.

Check below for example workflows using Close and Google Docs, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Close + Google Docs workflows

arrow_forward

Automatically copy document in Google Docs for each lead added in Close

Try it

arrow_forward

Create lead automatically in Close for each document added to folder in Google Docs

Try it

arrow_forward

Share document automatically in Google Docs for each contact added in Close

Try it

arrow_forward

Copy doc & fill in {{placeholders}} automatically in Google Docs for each opportunity added in Close

Try it

arrow_forward

Share document automatically in Google Docs for each lead added in Close

Try it

Inspirational workflows

Visit the template gallery ➔

Startup Idea Finder AI

Automatically discover and document startup opportunities from Reddit posts

Relay.app workflow screenshot: Startup Idea Finder AI

Action item extractor

Relay.app workflow screenshot: Action item extractor

Close Triggers

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

Lead

edit

Lead changed

target

Lead first meets conditions

add

New lead added

Opportunity

add

New opportunity added

edit

Opportunity changed

target

Opportunity first meets conditions

Google Docs Actions

Document

data_object

Copy doc & fill in {{placeholders}}

file_copy

Copy document

add

Create document

download

Export document

Find document(s)

Import file as document

Share document

post_add

Write to document

Google Docs Triggers

Document

drive_file_move

Document added to folder

Close Actions

Contact

add

Create contact

Find contact(s)

edit

Update contact

Lead

add

Create lead

Find lead(s)

edit

Update lead

Opportunity

add

Create opportunity

Find opportunity(ies)

edit

Update opportunity

Task

add

Create task

Find task(s)

edit

Update task

Create your own Close + Google Docs integration

Select a trigger in Close

Select an action in Google Docs

Create your workflow

Or automate Google Docs + Close

Select a trigger in Google Docs

Select an action in Close

Create your workflow

Connect Close to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Google Docs to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

How to Turn a Video into a Blog Post using AI

Learn how to automatically convert YouTube tutorial videos into engaging blog posts using AI in a Relay.app workflow. Learn the step-by-step process of using OpenAI Whisper and Claude 3.5 Sonnet to streamline your content creation process.

Jacob Bank

Nov 20, 2024

Tutorials

How to replace images within a Google Docs template

Frustrated by Zapier's inability to insert images in a document template? We feel your pain, which is why we added the ability to do this in Relay. Check out our tutorial to learn how.

Thijs van As

Feb 29, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Close to Google Docs with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Close or Google Docs to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Close and Google Docs to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Close to Google Docs?
link
Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Close and Google Docs—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.