Notify Slack when a new contact is added in Close

■Overview

Do you manually notify your team on Slack whenever a new contact is added to Close, your CRM/SFA tool? While this task is simple, missed or delayed notifications can lead to lost business opportunities. With this workflow, a notification is automatically sent to a designated Slack channel whenever a new contact is added to Close, streamlining information sharing and enabling faster customer follow-up.

■Who This Template Is For

• Teams that want to share new lead information managed in Close with their team on Slack in real time
• Teams that want to eliminate the effort of manually sharing information and focus on their core sales activities
• Teams that want to speed up their response to leads and reduce the risk of missed opportunities

■Benefits of This Template

• Because Slack notifications are sent automatically when a contact is added to Close, you can reduce the time previously spent sharing information manually.
• Prevent human errors such as forgotten notifications and incorrect information caused by manual updates, ensuring reliable information sharing.

■How the Flow Works

1. First, connect Close and Slack to Yoom.
2. Next, select Close as the trigger and set the action to “When a new contact is created.”
3. Finally, set Slack’s “Send a message to a channel” action as the operation and send a message to your chosen channel.

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

■Customizing This Workflow

• With the Slack message action, you can choose any channel as the notification destination.
• In addition to fixed text, you can insert Close contact information retrieved by the trigger, such as the company name and contact person’s name, as variables to create more specific notifications.

■Notes

・Close and Slack must each be connected to Yoom.