Notify Outlook when a new task is created in Close

■Overview

When you create a new task in Close, a CRM tool, do you still share it with the relevant team members manually through Outlook? Creating and sending an email for every task is not only time-consuming—it can also lead to missed or delayed notifications. This workflow connects Close and Outlook to automatically send email notifications whenever a task is created, helping you share information quickly and accurately.

■Who is this template for?

• Sales representatives who share tasks managed in Close with their team using Outlook
• Team leaders who want to eliminate delays and missed notifications caused by manual information sharing
• Anyone looking to automate the connection between Close and Outlook and streamline task management

■Benefits of using this template

• When a task is created in Close, Outlook automatically sends an email with the specified details, eliminating the effort of creating notifications and helping you make better use of your time
• Prevent human errors such as incorrect recipient settings and missed information sharing when sending emails manually, ensuring reliable communication

■Flowbot steps

1. First, connect Close and Outlook to Yoom
2. Next, select Close as the trigger and set the action to “When a new task is created”
3. Finally, set Outlook’s “Send an email” action as the operation and specify the subject, body, recipients, and other details

※“Trigger”: The action that starts the flow. “Operation”: The action performed within the flow after the trigger starts.

■Customization options

• In Outlook’s email-sending action, you can set the recipients (To, Cc, and Bcc) to any addresses you choose
• In the email subject and body, you can use fixed text as well as embed information from the triggering Close task—such as the task name, assignee, and due date—as variables to create dynamic notifications

■Notes‍

• You must configure the integrations between Close and Yoom, and between Outlook and Yoom.
• Microsoft 365 (formerly Office 365) offers home and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.