NEW Introducing AI workers. Hire the digital teammate you've been looking for. Learn more
Hire your AI teammate, meet AI workers. Learn more
Yoom
Try for free
Close CRM Slack
Get notified in Slack when a new lead is added in Close
Try this template
Close CRM Slack

Get notified in Slack when a new lead is added in Close

Launch this workflow to connect Close CRM & Slack !
Try this template

■Overview

When you acquire new lead information in Close, do you ever find that sharing it with your team gets delayed? Manually sending notifications can lead to delayed responses and missed updates, potentially causing you to lose valuable business opportunities. With this workflow, Slack automatically notifies your team whenever a new lead is registered in Close. This enables your team to respond quickly to new leads and streamline sales activities.

■Who Should Use This Template

  • Sales representatives who want to quickly share new lead information managed in Close with their team
  • Team leaders who want to eliminate the effort of manually sending Slack notifications and prevent human error
  • Marketing professionals who want to shorten the time from lead acquisition to outreach and maximize sales opportunities

■Benefits of Using This Template

  • When a new lead is registered in Close, Slack sends an automatic notification instantly, reducing the time required to share information and enabling a faster response.
  • Prevent human errors such as missed or delayed notifications caused by manual processes, reducing the risk of losing valuable sales opportunities.

■Workflow Steps

  1. First, connect Close and Slack with Yoom.
  2. Next, select Close as the trigger and set the action to “New Lead.”
  3. Finally, select Slack as the operation and set the action to “Send a message to a channel” to notify a specified channel with the lead information retrieved from Close.

※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes information within the workflow after the trigger runs.

■Customization Options

  • You can choose any Slack notification channel based on its purpose, such as a sales or marketing team channel.
  • You can also freely customize the notification message. In addition to fixed text such as “[New Lead],” include information retrieved from Close, such as the company name and contact name, so recipients can immediately understand the details.

■Notes‍

  • Close, Slack, and Yoom must each be connected and configured.
Check Out Similar Templates!
Close CRM
Box
Create a new folder in Box when a specific new task is created in Close
Automatically create a corresponding folder in Box when a specific task is added in Close. Reduce manual work and naming errors, streamline customer file management, improve operational accuracy, and stay focused on high-impact work.
View template
Close CRM
Microsoft Excel
Add contacts matching specific conditions in Close to Microsoft Excel
Automatically add new contacts from Close to Microsoft Excel based on specified conditions. Reduce manual entry and data errors while keeping customer information up to date and easy to share.
View template
Close CRM
Microsoft OneDrive
Create a folder in OneDrive when a lead matching specific conditions is created in Close
Trigger this flow when a new lead is created in Close to automatically create a folder in OneDrive only for deals that meet your criteria. Reduce manual document organization, prevent missed folder creation, and standardize naming conventions.
View template
Close CRM
Square
Add customer information to Square when a contact is added in Close
This flow uses AI to extract contacts added in Close and automatically register them in Square. Reduce duplicate entry and input errors, streamline customer data management, and save time.
View template
Close CRM
Microsoft Teams
Notify Microsoft Teams when a new task is created in Close
Automatically notify a specified Microsoft Teams channel when a new task is created in Close. Reduce manual updates and missed notifications to keep your team aligned on tasks.
View template
Close CRM
Telegram
Get notified on Telegram when a Lead matching specific conditions is added to Close
Automatically notify Telegram when new leads matching your criteria are added in Close. Eliminate manual outreach, prevent delayed responses and missed updates, accelerate team follow-up, and reduce lost sales opportunities.
View template
See more
About the Apps
Close CRM
Yoom can integrate with Close's API without any code, allowing you to automate operations on Close via the API. For example, you can register lead information from Close as subscribers in Mailchimp or ActiveCampaign, or automatically create PDF quotes and contracts when a deal status in Close is updated.
Related apps
Templates using
Close CRM
Create a new folder in Box when a specific new task is created in Close
Try it
Automatically create a corresponding folder in Box when a specific task is added in Close. Reduce manual work and naming errors, streamline customer file management, improve operational accuracy, and stay focused on high-impact work.
View template Try it
Add contacts matching specific conditions in Close to Microsoft Excel
Try it
Automatically add new contacts from Close to Microsoft Excel based on specified conditions. Reduce manual entry and data errors while keeping customer information up to date and easy to share.
View template Try it
Create a folder in OneDrive when a lead matching specific conditions is created in Close
Try it
Trigger this flow when a new lead is created in Close to automatically create a folder in OneDrive only for deals that meet your criteria. Reduce manual document organization, prevent missed folder creation, and standardize naming conventions.
View template Try it
See more templates
Learn more about Yoom
Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
Related apps
Templates using
Slack
Activate the flow bot at the end of each month and notify Slack.
Try it
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
View template Try it
Add a comment to a Wrike task when a post is made in a Slack channel.
Try it
This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
View template Try it
Add inquiry content from Slack to Google Sheets
Try it
When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.‍
View template Try it
See more templates
Learn more about Yoom
About the apps you use
Close CRM
Yoom can integrate with Close's API without any code, allowing you to automate operations on Close via the API. For example, you can register lead information from Close as subscribers in Mailchimp or ActiveCampaign, or automatically create PDF quotes and contracts when a deal status in Close is updated.
see details
Templates
Create a new folder in Box when a specific new task is created in Close
Try it
Automatically create a corresponding folder in Box when a specific task is added in Close. Reduce manual work and naming errors, streamline customer file management, improve operational accuracy, and stay focused on high-impact work.
View details Try it
Create a new folder in Box when a specific new task is created in Close
Add contacts matching specific conditions in Close to Microsoft Excel
Try it
Automatically add new contacts from Close to Microsoft Excel based on specified conditions. Reduce manual entry and data errors while keeping customer information up to date and easy to share.
View details Try it
Add contacts matching specific conditions in Close to Microsoft Excel
Create a folder in OneDrive when a lead matching specific conditions is created in Close
Try it
Trigger this flow when a new lead is created in Close to automatically create a folder in OneDrive only for deals that meet your criteria. Reduce manual document organization, prevent missed folder creation, and standardize naming conventions.
View details Try it
Create a folder in OneDrive when a lead matching specific conditions is created in Close
Similar apps
21st Century AI Credit Screening Circuit
Agendor
Amptalk Analysis
Apollo
Attio
Axonaut
BetterContact
Bigin by Zoho CRM
Bird
Bitrix24
Call Connect
Capsule
Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
see details
Templates
Activate the flow bot at the end of each month and notify Slack.
Try it
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
View details Try it
Activate the flow bot at the end of each month and notify Slack.
Add a comment to a Wrike task when a post is made in a Slack channel.
Try it
This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
View details Try it
Add a comment to a Wrike task when a post is made in a Slack channel.
Add inquiry content from Slack to Google Sheets
Try it
When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.‍
View details Try it
Add inquiry content from Slack to Google Sheets
Similar apps
2Chat
ChatLuck
Chatwork
Direct
Discord
Google Chat
InCircle
InOut WhatsApp
LINE WORKS
LINE（Currently unavailable）
Megaapi Start
Microsoft Teams
see details
Templates
No items found.
Related apps
No items found.
No-Code API Actions
Executable API actions
All
Close CRM
Slack
Flowbot triggers
    New Lead
    Updated Lead
    New Contact
    Updated Contact
    New Opportunity
    Updated Opportunity
    New Task
    Completed Task
    Updated Task
    Updated Opportunity Status
    Updated Lead Status
    New Call Activity
    New Email Activity
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Get Lead
    Create Lead
    Delete Lead
    Create Contact
    Get Contact
    Delete Contact
    Create Opportunity
    Update Lead
    Update Contact
    Update Opportunity
    Get Opportunity
    Create Call Activity
    Create Email Activity
    Create Task
    Update Task
    Get Task
    Delete Task
    Search Lead
    Search Contacts
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
Flowbot triggers
    New Lead
    Updated Lead
    New Contact
    Updated Contact
    New Opportunity
    Updated Opportunity
    New Task
    Completed Task
    Updated Task
    Updated Opportunity Status
    Updated Lead Status
    New Call Activity
    New Email Activity
Flowbot operations
    Get Lead
    Create Lead
    Delete Lead
    Create Contact
    Get Contact
    Delete Contact
    Create Opportunity
    Update Lead
    Update Contact
    Update Opportunity
    Get Opportunity
    Create Call Activity
    Create Email Activity
    Create Task
    Update Task
    Get Task
    Delete Task
    Search Lead
    Search Contacts
Flowbot triggers
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
Tab 1
Tab 2
Tab 3
More inspiration for you
Discover step-by-step guides for automating your work using the apps featured in this workflow!