Starter
Post a message in Slack when a new lead is added in Close
When a new lead is added in Close, post a message in Slack.
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 a channel the app has been invited to.
- Starts whenA new lead is addedClose
- App stepPost a message
What each client fills in
- Slack: Channel
- For example #leads or C0123456789
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 Slack: api.slack.com/apps → Create New App → OAuth & Permissions → add the chat:write scope (and channels:history, plus groups:history for a private channel, for the message trigger) → Install to Workspace → copy the Bot User OAuth Token. Invite the app to the channel.
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 Slack, for “Post a message”
- Fill in Slack: Channel (For example #leads or C0123456789)
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