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Close + Slack

Send Slack direct messages for new notes in Close

Send real-time updates to your Slack team when new notes are added in Close. This workflow allows you to directly communicate new information, fostering swift team response. It transforms activity in Close into meaningful and timely Slack messages, streamlining your collaboration and ensuring everyone is updated.

Send real-time updates to your Slack team when new notes are added in Close. This workflow allows you to directly communicate new information, fostering swift team response. It transforms activity in Close into meaningful and timely Slack messages, streamlining your collaboration and ensuring everyone is updated.

  1. When this happens...
    CloseClose
    New Note

    Triggers when a new Note is created.

    TriggerPolling
  2. automatically do this!
    SlackSlack
    Send Direct Message

    Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

    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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