Notify Outlook when a task is completed in Close

■Overview

Do you manually email stakeholders every time a task is completed in the customer management tool Close?
While sharing task completion updates is important, creating and sending an email each time is time-consuming and increases the risk of missed notifications. This workflow automatically sends a notification email from Outlook when a task is completed in Close, eliminating the hassle of manual communication and enabling fast, reliable information sharing.

■Who Should Use This Template

• Those who use Close and Outlook together and want to automate task completion reports
• Sales professionals who spend too much time on manual email communication and struggle to focus on core tasks
• Managers who want to prevent missed task progress updates within their teams and improve operational transparency

■Benefits of Using This Template

• An email is automatically sent from Outlook whenever you complete a task in Close, reducing the time previously spent on sending notifications
• By eliminating manual communication, you can prevent human errors such as forgotten notifications and ensure reliable information sharing

■Flow Bot Steps

1. First, connect Close and Outlook to Yoom
2. Next, select Close as the trigger and set the action to “When a task is completed”
3. Finally, set the Outlook “Send an email” action as the operation and configure it to notify stakeholders of the completed task details

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

■Customization Options

• For the Outlook email-sending action, you can set the recipients (To, Cc, and Bcc) to the email addresses of specific team members or departments
• You can customize the email subject and body dynamically by embedding information from the Close task that triggered the flow—such as the task name, assignee, and due date—as variables, instead of using only fixed text

■Notes‍

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