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Close CRM Gmail Google Calendar
When a new task is created in Close, create an event in Google Calendar and send a notification via Gmail
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Close CRM Gmail Google Calendar

When a new task is created in Close, create an event in Google Calendar and send a notification via Gmail

Launch this workflow to connect Close CRM & Gmail & Google Calendar !
Try this template

■Overview

Do you find it time-consuming to manually add tasks managed in Close to Google Calendar and notify stakeholders by email each time? Manual work like this can lead to missed calendar entries and forgotten notifications. With this workflow, an event is automatically created in Google Calendar whenever a new task is created in Close, and Gmail notifications are sent automatically. Automate the integration between Close and Google Calendar to streamline task management.

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■Who Is This Template For?

  • Anyone using Close and Google Calendar who currently manages the integration between tasks and schedules manually
  • Anyone looking to prevent mistakes such as missed calendar entries or forgotten notifications for tasks created in Close
  • Anyone looking to streamline task management and schedule coordination for sales activities

‍

■Benefits of Using This Template

  • Automatically create Google Calendar events when tasks are created in Close, reducing the time spent on manual data entry.
  • Prevent human errors such as missed event registrations and forgotten stakeholder notifications, helping ensure tasks are completed as planned.

‍

■Flow Bot Steps

  1. First, connect Close, Google Calendar, and Gmail to Yoom.
  2. Next, select Close as the trigger and set the action to “When a new task is created.”
  3. Then, set the Google Calendar “Create an event” action as an operation to create an event based on the Close task information.
  4. Finally, set the Gmail “Send an email” action as an operation to notify stakeholders that the event has been created.

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

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■Customization Options

  • In the Google Calendar “Create an event” action, you can specify the destination calendar using any calendar ID.
  • In the Gmail notification action, you can set any addresses for the recipients (To), Cc, and Bcc, allowing you to freely customize who receives the notification.

‍

■Notes

  • Connect each of Close, Google Calendar, and Gmail to Yoom.
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Close CRM
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Templates
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No-Code API Actions
Executable API actions
All
Close CRM
Gmail
Google Calendar
Flowbot triggers
    New Lead
    Updated Lead
    New Contact
    Updated Contact
    New Opportunity
    Updated Opportunity
    New Task
    Completed Task
    Updated Task
    Updated Opportunity Status
    Updated Lead Status
    New Call Activity
    New Email Activity
    When an Email Matching Specific Keywords Is Received
    When an Email with a Specific Label Is Received
    When an Email with a Specific Label Is Received (Specify Label ID)
    When an Event Is Created
    When a Schedule Is Updated
    When a Schedule Is Deleted
Flowbot operations
    Get Lead
    Create Lead
    Delete Lead
    Create Contact
    Get Contact
    Delete Contact
    Create Opportunity
    Update Lead
    Update Contact
    Update Opportunity
    Get Opportunity
    Create Call Activity
    Create Email Activity
    Create Task
    Update Task
    Get Task
    Delete Task
    Search Lead
    Search Contacts
    Search Emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    Get Event Details
    Change Calendar Sharing Settings
    Add the Specified Calendar to the Calendar List
    Remove a Calendar from the Calendar List
    Delete Event
    Update Event
    List Events
    Create All-day Event
    Create Event Without Google Meet
    Create Event
    Create All-day Event Without Google Meet
    Search Events
    Create a Recurring Event
    Create a Recurring All-day Event
    Update All-day Event
    Change Event Organizer
    Get Event List (Regular Events Only)
    Update Event Without Google Meet
    Delete Calendar
    Update Calendar
    Get Calendar List
    Create Calendar
    Get Busy Time for the Specified Calendar
Flowbot triggers
    New Lead
    Updated Lead
    New Contact
    Updated Contact
    New Opportunity
    Updated Opportunity
    New Task
    Completed Task
    Updated Task
    Updated Opportunity Status
    Updated Lead Status
    New Call Activity
    New Email Activity
Flowbot operations
    Get Lead
    Create Lead
    Delete Lead
    Create Contact
    Get Contact
    Delete Contact
    Create Opportunity
    Update Lead
    Update Contact
    Update Opportunity
    Get Opportunity
    Create Call Activity
    Create Email Activity
    Create Task
    Update Task
    Get Task
    Delete Task
    Search Lead
    Search Contacts
Flowbot triggers
    When an Email Matching Specific Keywords Is Received
    When an Email with a Specific Label Is Received
    When an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
    Search Emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    When an Event Is Created
    When a Schedule Is Updated
    When a Schedule Is Deleted
Flowbot operations
    Get Event Details
    Change Calendar Sharing Settings
    Add the Specified Calendar to the Calendar List
    Remove a Calendar from the Calendar List
    Delete Event
    Update Event
    List Events
    Create All-day Event
    Create Event Without Google Meet
    Create Event
    Create All-day Event Without Google Meet
    Search Events
    Create a Recurring Event
    Create a Recurring All-day Event
    Update All-day Event
    Change Event Organizer
    Get Event List (Regular Events Only)
    Update Event Without Google Meet
    Delete Calendar
    Update Calendar
    Get Calendar List
    Create Calendar
    Get Busy Time for the Specified Calendar
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