Notify Outlook when a new lead is created in Close

■Overview

Do you find it time-consuming or experience delays when sharing information with your team whenever a new lead is added to Close, your CRM/SFA tool? Manually sending notifications can delay follow-ups, lead to missed updates, and even cause you to lose valuable sales opportunities. With this workflow, Outlook automatically sends a notification email to specified recipients as soon as a new lead is added to Close. This enables fast, reliable information sharing and helps your sales team move deals forward smoothly.

■Who Should Use This Template

• Sales representatives who want to respond more quickly to new leads managed in Close
• Sales managers who want to streamline information sharing across their team and prevent missed follow-ups
• Anyone who wants to automate manual integrations between SaaS tools and focus on their core work

■Benefits of This Template

• Automatically notify relevant team members as soon as a lead is added to Close, reducing the time spent on manual communication and enabling faster follow-ups.
• Because the system sends notifications automatically, it helps prevent human errors such as delayed communication or missed updates, reducing the risk of lost opportunities.

■Workflow Steps

1. First, connect Close and Outlook with Yoom.
2. Next, select Close as the trigger and set the action to “New Lead.”
3. Finally, set the Outlook “Send an email” action in the operation and configure it to automatically send a notification email based on the lead information.

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

■Customization Options

• In Outlook’s email-sending action, you can specify any email address as the recipient, such as a specific team member or a team mailing list.
• In the notification email’s subject and body, you can embed Close lead information retrieved by the trigger—such as the company name, contact name, and status—as variables, in addition to using fixed text. This lets you create more specific notifications that recipients can understand at a glance.

■Notes‍

• Close, Microsoft Teams, and Yoom must each be connected.
• Microsoft 365 (formerly Office 365) offers plans for home use and general business use (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail.