1.Detect new custom closing activity
Integrate Close and CRM activity trackers to capture the activity record and related lead reference for handoff context.
Post closing activity details to sales channel immediately
Automatically monitor new custom closing activity across Close and CRM-linked context. Post a concise Slack update when a closing activity is created, so you can share activity timestamps, convert notes, and keep sales aligned without manual reporting.
How this automation shares closing activity details instantly
When new custom closing activity appears, delayed updates can slow handoffs and create confusion. This automation captures the activity record, formats timestamps and notes, and posts a Slack messageβso your team can act on the latest context quickly.
Closeor swap with your favorite app
2.Formats timestamp in local timezone
Integrate Formatter by Zapier and timezone formatting tools to convert the activity date into a local formatted timestamp for display.
Formatter by Zapieror swap with your favorite app
3.Converts HTML notes to text
Integrate Formatter by Zapier and text formatting tools to convert HTML notes into plain or Markdown text for messaging.
4.Posts sales channel message
Integrate Slack and team messaging channels to post a channel message with lead identity, record link, timestamp, outcome, and notes.
Slackor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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