Integrate Slack with Close to automate your work
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How Zapier works
Zapier makes it easy to integrate Slack with Close - no code necessary. See how you can get setup in minutes.
Select a trigger from Slack
Setup an action from Close
That’s it! You just connected Slack to Close
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Set up your first integration
Quickly connect Slack to Close with a Zapier template.
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Connect Slack and Close to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ChannelRequired
- Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ChannelRequired
- User Name
- Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ChannelRequired
- Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Reaction
- ChannelRequired
- User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - ChannelRequired
- UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send Multi Message
- TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Title
- Email
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Raw_request_user_info
- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Message
This action updates a specific message on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, the new text for the message, and a boolean to indicate if you want to edit a bot message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Search QueryRequired
- Sort By
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Bot Name
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Call Transcript
Triggers when a new call or voicemail transcript is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Direction
- Template ID
- User Name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- Old Status ID
- Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Object TypeRequired
- ActionRequired
- User Name
- Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Sequence
- ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Complete
- Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead IDRequired
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type
- MetricsRequired
- Date RangeRequired
- UsersRequired
- groups
- Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MetricsRequired
- Date RangeRequired
- UsersRequired
- groups
- Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template ID
- Lead Smart View or (deprecated) Search QueryRequired
- Exclude leads that already received this email templateRequired
- Contact PreferenceRequired
- Send Done EmailRequired
- Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Phone Number
- Direction
- Duration
- Note Text
- Recording URL
- User Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Custom Activity TypeRequired
- User Name
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Status
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template ID
- Follow-Up Date
- Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Text TypeRequired
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report breakdownRequired
- PipelineRequired
- Type
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
- User Name
- Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Sequence
- Send emails from
- Assign calls to
- Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Date Created
- Status
- Date Scheduled
- Local PhoneRequired
- Remote PhoneRequired
- TextRequired
- Template ID
- Source Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User Name
- Lead IDRequired
- Date
- TextRequired
- Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Channel NameRequired
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Object IDRequired
- Custom Object TypeRequired
- Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note IDRequired
- Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Assigned to User
- TextRequired
- Date
- Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Direction
- Note Text
- User Name
- Or Use a Date Range Label
- Find First Call on Lead
- Lead IDRequired
- Call IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Contact Name
- Custom Object IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Exact or Partial Match?
- Company URL
- Email
- Phone Number
- Lead IDRequired
- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note Contains Words Starting With...
- Lead IDRequired
- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sequence
- Contact ID
- Lead IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full Name
- Email
- User Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- Lead IDRequired
- Custom Activity IDRequired
- Custom Activity TypeRequired
- User Name
- Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Company Name
- Exact or Partial Match?
- Company URL
- Email
- Phone Number
- Lead IDRequired
- Search QueryRequired
- Channel NameRequired
- Description
- URLRequired
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead IDRequired
- Opportunity IDRequired
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
- User Name
- Contact ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Channel
Triggers whenever a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - User Name
- Highlight Word
- Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - TextRequired
- Remind when?Required
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- TopicRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Status Text
- Status Emoji
- Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Email
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full NameRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Limitations
- Lead Smart View
- Search QueryRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Status ID
- Status (Label)
- Status Type
- Value Period
- User Name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source Lead IDRequired
- Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.