Get notified in Outlook when a new contact is added in Close

■Overview

Do you manually notify relevant team members whenever a new contact is added to Close, your CRM/SFA tool? Manual processes like this can lead to delayed responses or missed updates, potentially causing you to lose valuable business opportunities. With this workflow, Outlook automatically sends an email notification to designated recipients whenever a new contact is added to Close, enabling fast and reliable information sharing.

■Who should use this template

• Sales representatives who want to quickly share new lead information managed in Close with their team
• Managers who want to monitor sales team activity in real time and prompt the next action
• Anyone who finds manually sharing information between Close and Outlook inefficient

■Benefits of using this template

• Automatically send notifications whenever contact information is added to Close, reducing the time spent manually sharing updates.
• Prevent human errors such as delayed notifications and missed updates that can occur with manual processes, helping reduce the risk of missed opportunities.

■Flowbot steps

1. First, connect Close and Outlook to Yoom.
2. Next, select Close as the trigger and set the “New Contact (When a new contact is created)” action.
3. Finally, set the Outlook “Send an email” action as the operation and configure it to send notification emails to the relevant team members.

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

■Customize this workflow

• In the Outlook email action, enter the email addresses of the intended recipients in the To, Cc, and Bcc fields as needed.
• Customize notifications with more specific details by inserting Close contact information retrieved by the trigger, such as the company name and contact name, as variables in the email subject and body alongside fixed text.

■Notes‍

• You must connect Close and Outlook to Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.