How to Share Close Prospects to Slack with Make

make.com > Scenarios > Create a new scenario

Create a new scenario in Make

Log in to Make at make.com and click 'Create a new scenario' in the top-right corner. You'll land on the visual canvas with a single empty circle — that's your trigger slot. Click the circle to open the app search modal. This is where you'll configure Close as the data source that kicks off the workflow.

1. 1Click 'Create a new scenario' in the top-right corner
2. 2Click the large empty circle in the center of the canvas
3. 3Type 'Close' in the search bar
4. 4Select the 'Close' app from the results

Close Module > Watch Opportunities > Connection > Add

Configure the Close 'Watch Opportunities' trigger

From the Close module list, select 'Watch Opportunities' as your trigger. This polls the Close API on a schedule you define and returns opportunities that have changed since the last run. You'll need to connect your Close account by clicking 'Add' next to the connection field and entering your Close API key. Find your API key in Close under Settings > API Keys.

1. 1Select 'Watch Opportunities' from the Close trigger list
2. 2Click 'Add' next to the Connection field
3. 3Paste your Close API key into the API Key field
4. 4Click 'Save' to authenticate
5. 5Set the polling interval to '15 minutes' in the Schedule field

Close Trigger Module > Filters > Status

Filter by opportunity stage

You don't want to flood Slack with every opportunity update — only post when a deal reaches a specific stage like 'Qualified' or 'Demo Scheduled'. In the 'Watch Opportunities' module, set the Status filter to the target stage name exactly as it appears in Close. Stage names are case-sensitive in the Close API, so 'qualified' will return zero results if your Close pipeline uses 'Qualified'.

1. 1In the trigger module, locate the 'Status' filter field
2. 2Type the exact stage name as it appears in your Close pipeline (e.g. 'Qualified')
3. 3Set 'Limit' to 10 to avoid processing too many records per run
4. 4Click 'OK' to save the module configuration

Canvas > + > Close > Get Lead

Add a Close 'Get Lead' action to fetch company details

The Watch Opportunities trigger returns opportunity-level data but not the full company profile attached to the lead. Click the '+' button to the right of the trigger module and add a Close 'Get Lead' action. Map the Lead ID from the trigger output into this module. This pulls company name, website, employee count, and any custom fields you've added to leads in Close.

1. 1Click the '+' icon to the right of the trigger module
2. 2Search for 'Close' and select 'Get Lead'
3. 3In the 'Lead ID' field, click the field and select '1. Lead ID' from the trigger output
4. 4Click 'OK' to save

Canvas > + > Close > List Activities

Add a Close 'List Activities' action for conversation history

To give your team context about past interactions, fetch recent call and email activity from Close. Add another Close action module and select 'List Activities'. Filter by Lead ID and set the type to 'Call' and 'Email'. Set the limit to 5 so you're only surfacing the most recent touchpoints — posting 50 activities in a Slack message is unreadable.

1. 1Click the '+' icon after the Get Lead module
2. 2Select 'Close' then 'List Activities'
3. 3Map 'Lead ID' from the trigger output into the Lead ID field
4. 4Set 'Type' filter to 'call,email'
5. 5Set 'Limit' to 5

Canvas > + > Tools > Text Aggregator

Add a text aggregator to format conversation history

The List Activities module returns an array of activity objects. To paste them into a Slack message, you need to flatten that array into readable text. Add a 'Text Aggregator' module from Make's built-in tools. Set the source module to 'List Activities', and in the Text field, build a line like: • {{date}} — {{type}}: {{note}}. The aggregator loops over each activity and joins them with a newline character.

1. 1Click '+' after the List Activities module
2. 2Search for 'Text Aggregator' under Tools
3. 3Set 'Source Module' to your List Activities module
4. 4In the 'Text' field, type: • {{formatDate(date_created; 'MMM D')}} — {{type}}: {{note}}
5. 5Set 'Row separator' to a newline character by pressing Shift+Enter inside the field

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Canvas > + > Slack > Create a Message > Connection > Add

Connect your Slack account and add the 'Create a Message' action

Click '+' after the Text Aggregator and add the Slack module 'Create a Message'. Connect your Slack workspace by clicking 'Add' next to the connection field — this triggers an OAuth flow in a new browser tab. After authorizing, return to Make and select the destination channel from the dropdown. Use a dedicated channel like #deal-research rather than a general channel.

1. 1Click '+' and search for 'Slack'
2. 2Select 'Create a Message'
3. 3Click 'Add' next to the Connection field
4. 4Complete the Slack OAuth flow in the popup window
5. 5Select your target channel (e.g. #deal-research) from the Channel dropdown

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Slack Module > Create a Message > Text field

Build the Slack message with deal context

In the 'Text' field of the Slack Create a Message module, compose the research brief using data mapped from previous modules. Use Slack's mrkdwn formatting for readability. Structure the message with the deal name at the top as a bold header, then company details, deal value, and the aggregated conversation history below. End with a direct link to the Close opportunity so teammates can click through.

1. 1Click into the 'Text' field of the Slack module
2. 2Paste or build the message template (see field mapping section for exact fields)
3. 3Map 'Opportunity Name' from the Close trigger output into the header
4. 4Map 'Text' from the Text Aggregator module into the conversation history section
5. 5Map the Close opportunity URL using the format: https://app.close.com/opportunities/{{opportunity_id}}/

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Canvas > + > Flow Control > Router

Add a router to skip already-posted opportunities

Without deduplication, the scenario will re-post the same opportunity to Slack every 15 minutes as long as it stays in the trigger stage. Add a Router module before the Slack step, then add a filter on the first route that checks whether a Make data store has already recorded this opportunity ID. If the ID exists in the data store, the route terminates silently. If it doesn't, the route continues to Slack.

1. 1Right-click the line between the Text Aggregator and Slack modules and insert a Router
2. 2Click the filter icon (wrench) on Route 1
3. 3Set the condition: 'Opportunity ID' > 'Does not exist in' > select your Make Data Store
4. 4Add a 'Data Store: Add/Replace a Record' module at the end of Route 1 to save the opportunity ID after posting

Scenario Canvas > Run once (bottom toolbar)

Run a test execution and verify the Slack message

Click 'Run once' in the bottom-left of the Make canvas to execute the scenario against live data. Make will highlight each module in sequence as it runs and show a speech-bubble badge with the record count processed. After it completes, check your #deal-research Slack channel for the posted message. Verify that all fields populated correctly — especially the conversation history and the Close opportunity link.

1. 1Click 'Run once' in the bottom-left toolbar
2. 2Watch each module light up in sequence — click any module to inspect its output bundle
3. 3Open Slack and navigate to your target channel
4. 4Confirm the message shows company name, deal value, and at least one recent activity
5. 5Click the Close opportunity link in the message to verify it resolves correctly

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Scenario Canvas > Toggle (bottom-left) > Scheduling

Activate the scenario and set the polling schedule

Once the test passes, click the toggle at the bottom of the canvas to activate the scenario. Make will prompt you to set a scheduling interval if you haven't already — 15 minutes is the right balance between freshness and operation count. Confirm the scenario is listed as 'Active' on the Scenarios dashboard. The scenario will now run automatically every 15 minutes and post new qualifying opportunities to Slack.

1. 1Click the grey toggle at the bottom-left of the canvas to activate
2. 2In the scheduling modal, set interval to '15 minutes'
3. 3Click 'Save'
4. 4Navigate to the Scenarios dashboard and confirm the scenario shows 'Active' status

Paste this formula into Make's Text Aggregator 'Text' field to format each activity line with a readable date, type label in caps, and a null-safe note. It handles all five activity types Close returns and produces consistent output regardless of missing fields.

// Make formula for Text Aggregator — formats Close activities into readable Slack lines
// Paste into the 'Text' field of the Tools > Text Aggregator module
• {{formatDate(date_created; 'MMM D, YYYY')}} — {{upper(type)}}: {{ifempty(note; ifempty(subject; 'No details recorded'))}}

// Make formula for Text Aggregator — formats Close activities into readable Slack lines
// Paste into the 'Text' field of the Tools > Text Aggregator module

• {{formatDate(date_created; 'MMM D, YYYY')}} — {{upper(type)}}: {{ifempty(note; ifempty(subject; 'No details recorded'))}}

// For the full Slack message body, use this in the Slack 'Create a Message' Text field:
// Replace MODULE_ID with the actual output reference numbers from your scenario

*🔍 Research Request: {{1.name}}*

*Company:* {{3.display_name}}{{if(3.url; " | " + 3.url; "")}}
*Deal Value:* {{formatNumber(1.value; 2; '.'; ',')}} {{1.value_currency}}
*Stage:* {{1.status_label}}
*Owner:* {{ifempty(1.assigned_to_name; 'Unassigned')}}
*Expected Close:* {{ifempty(formatDate(1.date_won; 'MMM D, YYYY'); 'Not set')}}

*Recent Activity (last 5 interactions):*
{{6.text}}

<https://app.close.com/opportunities/{{1.id}}/|View in Close> | Reply in thread with any intel 👇