Add new Close contacts to Notion

■Overview

Manually transferring every new contact registered in Close, a CRM tool, to a Notion database can be time-consuming. Besides taking up valuable time, this manual process can also lead to human errors such as missing entries or typos. With this workflow, whenever a new contact is registered in Close, the information is automatically added to Notion, helping you eliminate these challenges with ease.

■Who This Template Is For

• Teams that manage customer information in Close and Notion and want to eliminate duplicate data entry
• Teams that want to share new contacts acquired through sales activities in real time
• Teams that want to eliminate manual data transfer errors and improve the accuracy of customer management

■Benefits of This Template

• When a new contact is registered in Close, the information is automatically added to Notion, reducing the time previously spent on manual data entry.
• Eliminating manual data transfer reduces the risk of human errors such as incorrect or missing entries, helping you maintain data consistency.

■Flow Bot Steps

1. First, connect Close and Notion with Yoom.
2. Next, select Close as the trigger and set the action to “When a new contact is registered.”
3. Finally, set Notion’s “Add a record” action as the operation to add the information retrieved by the trigger to your Notion database.

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

■Customization Options

• When setting up the action to add a record in Notion, enter the ID of the database where you want to add the information.

■Notes

・You must connect Close and Notion to Yoom separately.