Starter
Post a message in Discord when a new lead is added in Close
When a new lead is added in Close, post a message in Discord.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
Every step, in order
When it happens in the first app, the step runs in the second, with the client’s own account.
- A new lead is added
- A lead created in Close, within seconds. Close pauses a subscription after three days of failed deliveries; the run history shows the silence.
- Post a message
- Post to the channel the webhook belongs to.
- Starts whenA new lead is addedClose
- App stepPost a message
What each client fills in
Nothing. It needs only the accounts it connects to.
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
In the client’s Close: Settings → Developer → API Keys → Create API Key.
In the client’s Discord server: Server Settings → Integrations → Webhooks → New Webhook → pick the channel → Copy Webhook URL.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Close, for “A new lead is added”
- Connect the client’s Discord, for “Post a message”
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