Notify Microsoft Teams when a new contact is added in Close

■Overview

Do you find yourself manually sharing new contact information managed in Close with the relevant people each time? Manual sharing is not only time-consuming but can also lead to missed updates and delays, potentially causing you to miss opportunities for timely outreach. With this workflow, you can automatically notify Microsoft Teams whenever a new contact is added to Close. This helps streamline information sharing and accelerate your sales activities.

■Who Should Use This Template

• Sales professionals who use Close and Microsoft Teams and want to streamline the sharing of new leads
• Team leaders who want to prevent missed updates and delays caused by manual information sharing
• Professionals promoting digital transformation in their sales organization and considering workflow automation through SaaS integrations

■Benefits of Using This Template

• When a contact is added to Close, Microsoft Teams is notified instantly, reducing the time spent sharing information manually.
• Prevent human errors such as missed updates and delays that often occur with manual notifications, reducing the risk of missed opportunities.

■Workflow Overview

1. First, connect Close and Microsoft Teams to Yoom.
2. Next, select Close as the trigger and set the action to “When a new contact is added.”
3. Finally, select Microsoft Teams as the operation, set the action to “Send a message to a channel,” and send the notification to your desired channel.

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

■Customization Options

• For the action that sends a message to Microsoft Teams, you can choose the team and channel where you want to send notifications.
• You can freely edit the message content. In addition to fixed text, you can create more specific notifications by embedding information such as the contact’s name and company name retrieved from Close, the trigger, as variables.

■Notes

・Close and Microsoft Teams must each be connected to Yoom.

・Microsoft 365 (formerly Office 365) offers plans for home use and business use (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.