Slack

Connect Slack and Close in order to notify your team of important updates in your sales pipeline. Using our Zapier integration for Slack you can quickly and easily message channels or particular team members about new leads, won opportunities, or any number of other events within Close.

In this example, we’ll show you how to message the rest of your team in Slack when a deal has been marked won in Close.

What you’ll need

• A Close account and your API key
• A Zapier account
• A Slack account

How this integration works

When an Opportunity in Close is marked Closed/Won, Zapier will send a message to a Slack channel of your choice to let your team members know a deal has been closed.

Setup

Step 1 - New Opportunity in Status in Close

In the Setup step, select the trigger event as “New Opportunity in Status” then authorize your Close account under the “Account” section:

Once you have connected your account, click Continue to configure the trigger event. We’re simply going to select “New Status Type” > “Won” and click “Yes” to trigger on opportunity creation:

Click Continue to test this initial step.

Step 2 - Send Channel Message in Slack

Add another step and choose Slack as the app, then select the Action Event “Send Channel Message” and connect your Slack account to Zapier under “Account”:

Once your account has been connected, you can select the channel name and configure the message text. When you click the Message Text box, you’ll see the option to add variables from the Close Opportunity data into your message. We’re going to include basic information like the Lead URL, Opportunity value and Lead name in ours. For extra emphasis, try surrounding the text with asterisks (*) to make it bold.

You can then send a test message to Slack. It will look something like this:

Once you’re satisfied with the way it looks, turn the Zap on and you’re good to go!

How to use Slack + Close to win more deals

Check out our blog article on how to use Slack and Close together for more deal success!