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Close CRM Microsoft Teams
Send a notification to Microsoft Teams when a new lead is added in Close
Try this template
Close CRM Microsoft Teams

Send a notification to Microsoft Teams when a new lead is added in Close

Launch this workflow to connect Close CRM & Microsoft Teams !
Try this template

■Overview

When a new lead is registered in the CRM tool “Close,” does your sales team experience delays in sharing information or missed updates due to manual communication? This workflow uses the registration of a new lead in Close as a trigger and automatically sends the lead information to a designated Microsoft Teams channel. This enables your team to immediately identify new leads and take prompt action.

■Who This Template Is Recommended For

  • Anyone who wants to connect Close with Microsoft Teams and quickly share lead information with their team
  • Anyone who wants to eliminate delays and communication errors caused by manual information sharing and accelerate the sales team’s initial response
  • Sales managers who want to streamline the process from lead generation to opportunity creation and prevent missed opportunities

■Benefits of Using This Template

  • When a lead is registered in Close, Microsoft Teams is notified immediately, reducing the time and effort required for manual communication and enabling prompt customer engagement.
  • Automatically sharing information helps prevent human errors, such as copy-and-paste mistakes and missed notifications of important lead information.

■Flowbot Workflow

  1. First, connect Close and Microsoft Teams to Yoom.
  2. Set Close’s “New Lead” action as the trigger so the workflow starts when a new lead is registered.
  3. Next, set Close’s “New Lead” action as an operation to retrieve the detailed information of the lead that triggered the workflow.
  4. Finally, set Microsoft Teams’ “Send a message to a channel” action as an operation to notify any channel of the retrieved lead information.
“Trigger”: An action that starts the workflow. “Operation”: An action that processes information within the workflow after the trigger starts.

■Customization Options for This Workflow

  • When setting up the integration with Microsoft Teams, authentication requires a Microsoft 365 plan for business, such as Microsoft 365 Business.
  • If you use a Microsoft 365 plan for home use, authentication may not work properly. Check your subscription plan in advance.
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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.
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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.
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No-Code API Actions
Executable API actions
All
Close CRM
Microsoft Teams
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 Sent to a Channel
    When a Message Is Sent to a Chat
    When an Event Is Added to the Calendar
    When a Message with a File Is Sent to the Channel
    When a Reply Is Posted in a Specific Message Thread
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
    Get Teams
    Get Team Members
    Get Channel List
    Post a Message to a Channel
    Send Message to Chat
    Retrieve a List of Chats
    Create Channel
    Post a Message to a Channel (Mention a Channel)
    Get User Presence
    Reply to a Message Posted to a Channel
    Create a Calendar Event
    Get Folder Information
    Download File
    Add Member to Team
    Get Replies to a Specific Message
    Get Messages in a Specific Channel
    Get User Information
    Update Calendar Event
    Get Events
    [For Next Page Link] Get Events
    Create a Team
    Download Meeting Recording Data
    Get Meeting Information
    Get Meeting Recording List
    Request Approval
    Get Approval List
    Cancel Approval
    Retrieve a Message in a Specific Channel
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 Sent to a Channel
    When a Message Is Sent to a Chat
    When an Event Is Added to the Calendar
    When a Message with a File Is Sent to the Channel
    When a Reply Is Posted in a Specific Message Thread
Flowbot operations
    Get Teams
    Get Team Members
    Get Channel List
    Post a Message to a Channel
    Send Message to Chat
    Retrieve a List of Chats
    Create Channel
    Post a Message to a Channel (Mention a Channel)
    Get User Presence
    Reply to a Message Posted to a Channel
    Create a Calendar Event
    Get Folder Information
    Download File
    Add Member to Team
    Get Replies to a Specific Message
    Get Messages in a Specific Channel
    Get User Information
    Update Calendar Event
    Get Events
    [For Next Page Link] Get Events
    Create a Team
    Download Meeting Recording Data
    Get Meeting Information
    Get Meeting Recording List
    Request Approval
    Get Approval List
    Cancel Approval
    Retrieve a Message in a Specific Channel
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