Notify Microsoft Teams when a new task is created in Close

■Overview

Are you manually sharing tasks managed in Close on Microsoft Teams? Manual sharing takes time and can lead to mistakes, such as missed notifications. With this workflow, you can automatically notify a designated Microsoft Teams channel whenever a new task is created in Close. By integrating Close with Microsoft Teams, you can streamline information sharing across your team and prevent tasks from being overlooked.

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■Who is this template for?

• Anyone who manually manages tasks in Close and communicates through Microsoft Teams
• Team leaders who want to integrate Close with Microsoft Teams and prevent tasks from being missed
• Anyone who wants to speed up information sharing across sales activities and improve overall team productivity

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■Benefits of using this template

• When a task is created in Close, Microsoft Teams is notified automatically, reducing the time previously spent sharing updates manually
• Prevent human errors such as missed notifications and miscommunication, ensuring reliable information sharing among teams using Close

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■How the workflow works

1. First, connect Close and Microsoft Teams to Yoom
2. Next, select Close as the trigger and set the action to “When a new task is created”
3. Finally, set the Microsoft Teams “Send a message to a channel” action in the operation, and notify any channel with the task details

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

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■Customization options

• In the Microsoft Teams operation settings, you can specify the team ID and channel ID where you want to send the notification

■Notes

• Connect both Close and Microsoft Teams to 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.