Get notified in Telegram when a lead is added in Close

Launch this workflow to connect Close CRM & Telegram !

■Overview

When a new lead is added in Close, the CRM tool, do you find it time-consuming to share the information with your team or experience delays in sending notifications? With this workflow, whenever a lead is registered in Close, a notification is automatically sent instantly to a designated Telegram channel or group. Eliminate manual communication tasks, streamline your Telegram-Close integration, accelerate your sales outreach, and prevent missed opportunities.

■Recommended for

Sales representatives who want to quickly share lead information managed in Close with their team via Telegram
Team leaders who want to automate the Telegram-Close integration and eliminate the effort of sending notifications and the risk of missed messages
Teams looking to eliminate manual tasks between SaaS tools and improve response times across the entire sales process

■Benefits of using this template

When lead information is added to Close, a notification is automatically sent to Telegram, reducing the time spent on communication tasks previously handled manually.
Prevent human errors such as notification delays and missed messages caused by manual sharing, helping reduce the risk of missing important sales opportunities.

■Flow

First, connect Close and Telegram with Yoom.
Next, select Close as the trigger and set the action to “When a new lead is added.”
Finally, set Telegram’s “Send a message” action as the operation and send a notification containing the lead information retrieved from Close to the designated destination.

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

■Customization options

You can freely customize the content of the message sent to Telegram. Include information such as the “Lead Name” and “Contact Information” retrieved by the Close trigger so recipients can instantly understand the situation.

■Notes

Connect both Close and Telegram with Yoom.

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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

see details

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Yoom allows you to integrate with Telegram's API without any coding. You can automatically send messages to Telegram or connect messages sent to Telegram with other applications.

see details

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