Slack + Close

Run Close.io activity reports on demand and post to a Slack channel

It’s important to keep a pulse on your sales team’s performance. Instead of hopping over to your sales software to get the latest stats, you can run a report on demand from right inside Slack, sending an Activity Report straight to a channel.

It’s important to keep a pulse on your sales team’s performance. Instead of hopping over to your sales software to get the latest stats, you can run a report on demand from right inside Slack, sending an Activity Report straight to a channel.

  1. When this happens...
    SlackSlack
    New Pushed Message

    Triggers when a Message is pushed from Slack.

    TriggerInstant
  2. automatically do this...
    CloseClose
    Run Activity Report

    Runs an activity report for your organization.

    ActionWrite
  3. then 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

    • Include Alias

    Trigger
    Instant
    Try It
    • Username

    • Highlight Word

    • Trigger for Bot Messages?

    • Only Public Channels?

    Trigger
    Instant
    Try It
    • ChannelRequired

    Trigger
    Instant
    Try It
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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.
Learn more

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  • Team Chat

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close logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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