Get notified in Gmail when a task is completed in Close

■Overview

Tired of manually creating and sending Gmail reports every time a task is completed in Close, your customer management tool? This workflow automatically sends a Gmail notification when a task is completed in Close. By eliminating the need for manual communication and enabling fast, accurate information sharing with stakeholders, you can keep your work moving smoothly between Close and Gmail.

‍

■Who Should Use This Template

• Sales representatives who manually create Gmail reports every time a task managed in Close is completed
• Managers who want to track team members’ task completion status and streamline information sharing across the team
• Anyone who wants to prevent human errors, such as missed reports, by automating workflows between Close and Gmail

‍

■Benefits of Using This Template

• Automatically send a Gmail notification as soon as a task is completed in Close, reducing the time and effort required to write report emails so you can focus on core tasks.
• Prevent missed or delayed notifications caused by manual work and ensure reliable information sharing with stakeholders, helping you avoid gaps and oversights in your operations.

‍

■How the Flowbot Works

1. First, connect Close and Gmail to Yoom.
2. Next, select Close as the trigger and set the action to “When a task is completed.”
3. Finally, configure Gmail’s “Send an email” action in the operation settings so that notifications are sent to your desired recipients.

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

‍

■Customization Options

• When configuring Gmail’s email-sending action, you can freely specify the notification recipients in the To, Cc, and Bcc fields. This lets you share information only with the necessary recipients, such as specific team members or mailing lists for relevant departments.
• Insert information retrieved from Close, such as the task name and completion date and time, into the email subject and body to automatically create more detailed notifications.

‍

■Notes

• Connect both Close and Gmail to Yoom.