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Close + Slack

Send channel messages in Slack for new meetings in Close

Keep your team in sync and enhance work efficiency with this automated workflow. When a new meeting is planned in Close, this process immediately shares the details in your selected Slack channel. By centralizing information, promoting seamless collaboration, and saving precious resources, this workflow creates a cohesive team environment and streamlined schedule management.

Keep your team in sync and enhance work efficiency with this automated workflow. When a new meeting is planned in Close, this process immediately shares the details in your selected Slack channel. By centralizing information, promoting seamless collaboration, and saving precious resources, this workflow creates a cohesive team environment and streamlined schedule management.

  1. When this happens...
    CloseClose
    New Meeting

    Triggers when a Meeting is scheduled, started, completed, canceled, or declined.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

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

    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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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.

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