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Send a message in Telegram when a new lead is added in Close

When a new lead is added in Close, send a message in Telegram.

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
1
Accounts
2
Starts
A new lead is added in Close, within seconds

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.
Send a message
Message a chat, group or channel the bot is in.
  1. Starts whenA new lead is added
  2. App stepSend a message

What each client fills in

Telegram: Chat ID
For example -1001234567890 or @channel

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.

  • Close

    In the client’s Close: Settings → Developer → API Keys → Create API Key.

  • Telegram

    In Telegram, message @BotFather → /newbot → copy the token. Add the bot to the client’s group, or have the client message it once.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Close, for “A new lead is added”
  2. Connect the client’s Telegram, for “Send a message”
  3. Fill in Telegram: Chat ID (For example -1001234567890 or @channel)

Thrum is cooking.

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