Skip to content
  • Close logoClose logo
  • Slack logoSlack logo

Close + Slack

Send slack channel messages for new close leads.

Stay updated on your leads with this automation. This workflow sends a channel message in Slack whenever there's a new lead in Close from a Search Query or Smart View. This helps your sales team stay informed and act faster without having to check Close repeatedly. Save time and keep the conversation going with this quick and easy connection between Close and Slack.

Stay updated on your leads with this automation. This workflow sends a channel message in Slack whenever there's a new lead in Close from a Search Query or Smart View. This helps your sales team stay informed and act faster without having to check Close repeatedly. Save time and keep the conversation going with this quick and easy connection between Close and Slack.

  1. When this happens...
    CloseClose
    New Lead in Smart View

    Triggers when a new lead is added to a Smart View.

    TriggerPolling
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Related categories