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

■Overview

Are you spending too much time manually emailing stakeholders every time a new contact is added to Close, your CRM tool? In sales, where a quick response is essential, you want to avoid delays or missed notifications. With this workflow, adding a contact to Close triggers Gmail to automatically send a notification email to specified recipients. This enables real-time information sharing and helps your team respond faster.

■Who Is This Template For?

• Sales representatives who manually share new contact information added to Close with stakeholders
• Managers who want to quickly reach out to new leads and improve the sales efficiency of their entire team
• Anyone looking to connect Close and Gmail and automate routine notification tasks

■Benefits of This Template

• Automatically send notifications when a contact is added to Close, reducing the time previously spent sharing information manually.
• Reduce the risk of human error, such as missed notifications or incorrect recipient addresses, and ensure reliable information sharing.

■Flowbot Steps

1. First, connect Close and Gmail to Yoom.
2. Next, select Close as the trigger and set the “When a new contact is added” action.
3. Finally, set Gmail’s “Send an email” action as the operation and configure it to send a notification email containing the information retrieved from Close.

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

■Customization Options

• With Gmail’s “Send an email” action, you can specify the email addresses to receive notifications.
• For the notification email’s subject and body, you can set fixed text or insert information retrieved from Close by the trigger, such as the contact name and company name, as variables.

■Notes

・Close and Gmail must each be connected to Yoom.