Notify Discord when a new Lead is created in Close

■Overview

Have you ever experienced delays when sharing new leads from Close with your team or found manual notifications time-consuming? This workflow automatically sends lead information to Discord whenever a new lead is created in Close. It enables no-code integration using the Close API, eliminating the effort and delays involved in manual information sharing to support faster customer responses and more efficient sales activities.

■Who Is This Template For?

• Teams that want to quickly share lead information from Close with their team on Discord
• Teams that want to eliminate delays and missed updates caused by manual notifications and keep sales activities running smoothly
• Teams considering Close API integration and looking to automate processes without development effort

■Benefits of Using This Template

• Automatically notify your team whenever a lead is added to Close, reducing the time spent on manual communication so you can focus on core tasks.
• Automated notifications help prevent human errors such as missed or delayed updates, reducing the risk of missed opportunities.

■Flow Bot Steps

1. First, connect Close and Discord to Yoom.
2. Next, select Close as the trigger and set the action to “When a new lead is created.”
3. Finally, set Discord’s “Send a message” action as the operation and configure it to notify any channel with the lead information retrieved from Close.

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

■Customization Options

• Customize the message sent to Discord by freely combining lead information retrieved from Close, such as the company name, contact name, and contact details.

■Notes‍

• Connect both Close and Discord to Yoom.