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Sales Pipeline Visualization and Management

Create a visual sales pipeline management tool using Prefix, integrating with Close CRM for real-time updates and tracking of leads through various stages.

Connect Prefix with Close and Google Sheets to:

Gain instant visibility into your sales pipeline with an intuitive Google Sheets interface
Automatically update lead statuses in real-time, ensuring data accuracy and efficiency
Streamline lead management processes with a centralized, easy-to-use dashboard

Integrate seamlessly on Prefix with

Available Actions

Prefix's AI can intelligently identify and connect these actions and many others together for any workflow you need.

Search Leads

Append Row

Read Sheet Data

Try these actions on Prefix

Create helpful visual tools and applications for your team connecting these actions in minutes with our powerful AI, or get a demo for your particular use case.

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Connecting your Close and Google Sheets accounts

All account information is stored securely in our encrypted vault. Once you've connected your accounts, Prefix's AI can continue to use these actions to help you build powerful automations and internal tools.

Find and select Close from the list of Featured Apps on your Prefix dashboard. You should see a popup similar to the one pictured below asking you for some information about your account.

Then, if you're unsure where to find this info:

Sales Pipeline Visualization and Management

Connect Prefix with Close and Google Sheets to:

Available Actions

Try these actions on Prefix

Connecting your Close and Google Sheets accounts

Set up Close actions

Set up Google Sheets actions