I’m looking to set up an automation/s that will do the following:
- Every Monday 5am, it will export all the lead data from Close CRM into a Google Sheet
The goal is to use those data to do computations in another tab using the data exported from Close.
These are the steps I’m setting up:
1st zap:
- Schedule by Zapier (set every Mon at 5am)
- Create Export in Close
- This step though will email the exported file
- I have to choose JSON as the format of the exported file because I need to include the activities (calls, emails, etc)
2nd zap:
- New Export in Close
- Utilities in Formatter by Zapier
- Google Sheets
I’ve encountered some roadblocks though.
For the 1st zap:
- How do I convert the JSON to a CSV?
- Is using the ‘Create Export in Close’ action the correct step or is there another way?
For the 2nd zap:
- In the Utilities in Formatter by Zapier, what do I put in the *CSV File field in order for this to work?
Thank you