How to Integrate Slack with Close

Integrating Slack with Close can be incredibly beneficial for enhancing team communication and ensuring that sales activities are closely monitored. Here’s how to do it:

1. Click 'Create' and select 'Zap' to start automation.
2. Click 'Trigger'.
3. Search and select 'Slack' as the trigger app.
4. Choose a trigger event based on your requirements.
5. Log in and authorize Zapier to access your Slack account.
6. Click 'Test trigger' and Zapier will pull sample data from Slack to ensure everything is set up correctly.
7. Search and select 'Close' as the action app.
8. Select the event for your action app.
9. Log in and authorize Zapier to access your Close account.
10. Map the data from Slack to Close such as email address and role. Click 'Continue'.
11. Click 'Test step'.
12. Rename your Zap by clicking the 'Untitled Zap' button.
13. Once everything is set up correctly, turn on your Zap to enable the integration by clicking 'Publish'.