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Close CRM Google Chat
Send a notification to Google Chat when a new contact is created in Close
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Close CRM Google Chat

Send a notification to Google Chat when a new contact is created in Close

Launch this workflow to connect Close CRM & Google Chat !
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■Overview

When a new contact is created in Close, are you still sharing the information with relevant team members manually? While fast information sharing is essential, manual notifications can lead to missed updates and delays. With this workflow, you can automatically send a notification to a designated Google Chat space whenever a new contact is created via the Close API. This integration enables fast, accurate information sharing.

■Who Should Use This Template

  • Teams using Close for customer management and looking to quickly share new contact information
  • Teams looking to automate manual notification tasks using Close API integrations
  • Teams looking to streamline information sharing in Google Chat and accelerate their sales activities

■Benefits of Using This Template

  • Notifications are sent to Google Chat as soon as a new contact is added to Close, reducing the time spent sharing updates manually.
  • Automating the integration through the Close API helps prevent human errors such as missed notifications and inaccurate information transfers that can occur during manual processes.

■Workflow Overview

  1. First, connect Close and Google Chat to Yoom.
  2. Next, select Close as the trigger and set the “When a new contact is created” action to start the workflow.
  3. Finally, configure Google Chat’s “Send a message” action as the operation and send a message containing the contact information retrieved in the previous step.

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

■Customization Options

  • You can freely edit the message sent to Google Chat. For example, include the contact’s name, company name, and account manager information retrieved from the Close trigger to make the shared information clearer.

■Notes

  • Connect both Close and Google Chat to Yoom.
  • Google Chat can only be connected when using Google Workspace. For details, see this article.
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About the Apps
Close CRM
Yoom can integrate with Close's API without any code, allowing you to automate operations on Close via the API. For example, you can register lead information from Close as subscribers in Mailchimp or ActiveCampaign, or automatically create PDF quotes and contracts when a deal status in Close is updated.
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About the apps you use
Close CRM
Yoom can integrate with Close's API without any code, allowing you to automate operations on Close via the API. For example, you can register lead information from Close as subscribers in Mailchimp or ActiveCampaign, or automatically create PDF quotes and contracts when a deal status in Close is updated.
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No-Code API Actions
Executable API actions
All
Close CRM
Google Chat
Flowbot triggers
    New Lead
    Updated Lead
    New Contact
    Updated Contact
    New Opportunity
    Updated Opportunity
    New Task
    Completed Task
    Updated Task
    Updated Opportunity Status
    Updated Lead Status
    New Call Activity
    New Email Activity
    When a Message Is Sent to a Space
    When a Message with a Mention to the Bot Is Sent
    When a File Is Posted to a Space
Flowbot operations
    Get Lead
    Create Lead
    Delete Lead
    Create Contact
    Get Contact
    Delete Contact
    Create Opportunity
    Update Lead
    Update Contact
    Update Opportunity
    Get Opportunity
    Create Call Activity
    Create Email Activity
    Create Task
    Update Task
    Get Task
    Delete Task
    Search Lead
    Search Contacts
    Send Message
    Delete Space
    Create Space
    Invite Members to Space
    Remove Member from Space
    Invite Group to Space
    Change Member Role in Space
    Send Message to Thread
    Reply with Quoted Message
    Update Space
    Create a Direct Message Space
    Send a Message with Attachments
    Upload Attachment
    Download File
    Get Message List
Flowbot triggers
    New Lead
    Updated Lead
    New Contact
    Updated Contact
    New Opportunity
    Updated Opportunity
    New Task
    Completed Task
    Updated Task
    Updated Opportunity Status
    Updated Lead Status
    New Call Activity
    New Email Activity
Flowbot operations
    Get Lead
    Create Lead
    Delete Lead
    Create Contact
    Get Contact
    Delete Contact
    Create Opportunity
    Update Lead
    Update Contact
    Update Opportunity
    Get Opportunity
    Create Call Activity
    Create Email Activity
    Create Task
    Update Task
    Get Task
    Delete Task
    Search Lead
    Search Contacts
Flowbot triggers
    When a Message Is Sent to a Space
    When a Message with a Mention to the Bot Is Sent
    When a File Is Posted to a Space
Flowbot operations
    Send Message
    Delete Space
    Create Space
    Invite Members to Space
    Remove Member from Space
    Invite Group to Space
    Change Member Role in Space
    Send Message to Thread
    Reply with Quoted Message
    Update Space
    Create a Direct Message Space
    Send a Message with Attachments
    Upload Attachment
    Download File
    Get Message List
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