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Close + Slack

Send Slack private channel messages for new leads in Close search queries or smart views

Stay on top of new leads in Close by receiving notifications in a Slack private channel. This automation instantly sends a message to your chosen Slack channel whenever a new lead appears in a Search Query or Smart View in Close. It ensures your team is informed and can quickly act on new opportunities, helping to streamline your lead management process.

Stay on top of new leads in Close by receiving notifications in a Slack private channel. This automation instantly sends a message to your chosen Slack channel whenever a new lead appears in a Search Query or Smart View in Close. It ensures your team is informed and can quickly act on new opportunities, helping to streamline your lead management process.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Private Channel Message

    Triggers when a new message is posted to a specific #private-channel or multi-dm.

    ActionWrite
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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
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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

Triggers & Actions