Get notified in Slack when a task is created in Close

■Overview

When a new task is created in Close, the CRM tool, is it ever overlooked or shared with your team too late? Opening Close to check for updates and then notifying your team in Slack can be time-consuming. With this workflow, a notification is automatically sent to your designated Slack channel as soon as a task is created in Close, helping you avoid missed tasks and respond quickly. Connecting Close and Slack helps improve your team’s overall efficiency.

‍

■Who Should Use This Template

• Sales representatives who manage tasks in Close and need to share information quickly in Slack
• Managers who want to track team members’ task progress in Close through Slack and streamline task management
• Anyone who wants to eliminate manual notifications between Close and Slack and focus on core responsibilities

‍

■Benefits of Using This Template

• Automatically send a Slack notification whenever a task is created in Close, reducing the time and effort required for manual checks.
• Prevent human errors such as missed tasks and failed communication caused by manual checks and notifications, ensuring reliable information sharing.

‍

■How the Workflow Works

1. First, connect Close and Slack with Yoom.
2. Next, select Close as the trigger and set the action to “When a new task is created.”
3. Finally, set Slack’s “Send a message to a channel” action as the operation, and configure it to notify your team of the details of the task created in Close.

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

■Customizing This Workflow

• For the operation that sends a message to Slack, you can specify any channel as the notification destination. Configure it based on who needs to receive the information, such as the entire sales team or a specific project team.

‍

■Notes

• Connect both Close and Slack with Yoom.