Get notified on Telegram when a Lead matching specific conditions is added to Close

■Overview

Have you ever wanted to quickly share lead information managed in Close, a CRM tool, with your team? Manually notifying your team every time a new lead is added is time-consuming and can delay follow-up. This workflow automatically sends a notification to Telegram, a communication tool, whenever a lead that meets specific conditions is added to Close. By connecting Close and Telegram, you can speed up your initial response to leads and prevent missed sales opportunities.

■Who Is This Template For?

• Anyone who uses Close and Telegram and wants to automate lead management and information-sharing processes
• Sales professionals who want to improve their team's response speed to important leads added to Close
• Managers who want to eliminate manual team notifications and prevent missed updates or delayed follow-up

■Benefits of This Template

• When a lead is added to Close, Telegram automatically sends a notification based on your configured conditions, reducing the time spent on manual communication.
• Prevent human errors such as incorrect information or missed updates that can occur during manual notification tasks, reducing the risk of delayed responses to important leads.

■Flowbot Steps

1. First, connect Close and Telegram to Yoom.
2. Next, select Close as the trigger and set the action to “When a new lead is added.”
3. Then, configure branching in the operation so that only leads matching specific conditions proceed to the subsequent steps.
4. Finally, configure Telegram’s “Send a message” action in the operation to notify the specified channel with the lead information.

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

■Customization Options

• Use the branching feature to set your preferred conditions for sending notifications based on the lead information received from Close. For example, you can notify the team only about leads with a specific status or tag.
• Customize the message sent to Telegram however you like. You can include the lead’s name, company name, owner information, and other details retrieved from Close.

■Notes

• Connect both Close and Telegram to Yoom.
• Branching is an operation available on the Mini Plan and above. On the Free Plan, operations configured in Flowbots that use branching will result in an error.
• Paid plans, including the Mini Plan, come with a two-week free trial. During the trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.