How to Integrate Slack with Close

Quick summary

This tutorial shows how to integrate Slack with Close using Zapier to automate data flow between your messaging and CRM tools. By building a Zap, teams can trigger Close actions automatically whenever a Slack event occurs — eliminating manual data entry.

Steps

1. Click 'Create' and select 'Zap' to start a new automation.
2. Click 'Trigger' to begin configuring the trigger step.
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' to pull sample data from Slack and verify the setup.
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 data from Slack to Close — such as email address and role — then click 'Continue'.
11. Click 'Test step' to verify the action runs correctly.
12. Rename your Zap by clicking the 'Untitled Zap' button.
13. Click 'Publish' to turn on your Zap and enable the integration.