> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.close.com/integrations/communication/slack/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.close.com/_mcp/server.

# Slack

> Send Slack messages from Close with Zapier. For example, post in a Slack channel whenever an Opportunity in Close is marked Won.

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](https://slack.com/) 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:

![Zapier setup screen showing Close app selected with trigger 'New Opportunity in Status' and connected account.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/communication/slack/zapier_close_trigger_b7fcab.png)

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:

![Zapier Configure step showing New Status Type set to Won and trigger options with Continue button.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/communication/slack/zapier_trigger_configure_a68bd5.png)

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**":

![Zapier setup screen for Slack Send Channel Message action showing connected Slack account and Continue button.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/communication/slack/slack_send_channel_message_e4c7ec.png)

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.

![Zapier setup screen showing Send Channel Message action configured to post a formatted Close opportunity message to the sales Slack channel.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/communication/slack/slack_send_channel_message_93ea47.png)

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

![Slack message from Zapier announcing a new won opportunity with company and value details.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/communication/slack/slack_zapier_notification_e8dabc.png)

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](https://blog.close.com/slack-crm-integration) on how to use Slack and Close together for more deal success!

> Send Slack messages from Close with Zapier. For example, post in a Slack channel whenever an Opportunity in Close is marked Won.