How to Share Close Opportunities to Slack with Zapier

zapier.com > Dashboard > Create Zap

Create a new Zap in Zapier

Log into your Zapier account at zapier.com. Click the orange 'Create Zap' button in the top left sidebar. Zapier opens the Zap editor, which shows a two-panel layout: the step list on the left and the configuration panel on the right. You'll work left to right — trigger first, then action.

1. 1Go to zapier.com and sign in
2. 2Click 'Create Zap' in the left sidebar
3. 3Confirm the Zap editor opens with a blank 'Trigger' step on screen

Zap Editor > Trigger > Choose App

Set Close as the trigger app

Click the trigger block and search for 'Close' in the app search field. Select the Close CRM app from the results — look for the red Close logo. You'll then pick a trigger event. For this workflow, select 'New Opportunity' so the Zap fires whenever an opportunity is created or updated to your target stage. If you want to trigger only on stage changes, use 'Updated Opportunity' — but note that fires on every field edit, not just stage.

1. 1Click the empty trigger block
2. 2Type 'Close' in the app search bar
3. 3Select 'Close' (red logo) from the dropdown
4. 4Choose 'New Opportunity' as the trigger event
5. 5Click 'Continue'

Zap Editor > Trigger > Close > Sign In

Connect your Close account

Click 'Sign in to Close' in the account connection panel. Zapier opens a popup asking for your Close API key. Get this from Close under Settings > API Keys — generate a new key if you don't have one. Paste it into the Zapier field and click 'Yes, Continue.' Zapier validates the key immediately.

1. 1Click 'Sign in to Close'
2. 2In Close, go to Settings > API Keys and copy your API key
3. 3Paste the API key into the Zapier popup field
4. 4Click 'Yes, Continue to Close'
5. 5Confirm the account name appears in the connected accounts list

Zap Editor > Trigger > Close > Test Trigger

Configure the trigger and pull sample data

After connecting Close, Zapier asks you to configure the trigger. There are no additional filter fields at the trigger level for 'New Opportunity' — you'll handle stage filtering in the next step. Click 'Test Trigger' to pull real opportunity records from Close. Zapier fetches the 3 most recent opportunities. Pick one that has meaningful data — ideally one with a deal value, lead name, and some notes — so you can map fields accurately in later steps.

1. 1Click 'Test Trigger'
2. 2Wait for Zapier to fetch records from Close (takes 5–10 seconds)
3. 3Browse the sample records and select one with a company name, deal value, and notes populated
4. 4Click 'Continue with selected record'

Zap Editor > + Add Step > Filter by Zapier

Add a Filter step to target the right stage

Click the '+' button below the trigger block to add a new step. Search for 'Filter by Zapier' — this is a built-in Zapier tool, no separate app needed. Add a condition: 'Opportunity Status Name' (the human-readable stage label from Close) 'Contains' the name of your target stage — for example, 'Pre-Call Research' or 'Qualified.' This ensures only opportunities at that specific stage trigger the Slack post, not every new opportunity.

1. 1Click the '+' icon between the trigger and action blocks
2. 2Search for 'Filter by Zapier' and select it
3. 3In the condition field, choose 'Opportunity Status Name' from the Close trigger data
4. 4Set the condition operator to '(Text) Contains'
5. 5Type your target stage name exactly as it appears in Close
6. 6Click 'Continue'

Zap Editor > + Add Step > Slack > Send Channel Message

Add Slack as the action app

Click the '+' button below the Filter step to add the final action. Search for 'Slack' and select it. For the action event, choose 'Send Channel Message' — this posts to a public or private channel. Do not choose 'Send Direct Message' unless you want this going to one person. 'Send Channel Message' is what lets the whole team see and reply in a shared context.

1. 1Click '+' below the Filter step
2. 2Search for 'Slack' and select it
3. 3Choose 'Send Channel Message' as the action event
4. 4Click 'Continue'

Zap Editor > Action > Slack > Sign In

Connect your Slack workspace

Click 'Sign in to Slack.' Zapier opens a Slack OAuth window. Select your workspace from the dropdown and click 'Allow.' You must authorize with an account that has permission to post in the target channel. If the channel is private, the Slack account you authorize must already be a member of that channel — otherwise the post will fail silently.

1. 1Click 'Sign in to Slack'
2. 2Select your workspace in the Slack OAuth popup
3. 3Click 'Allow' to grant Zapier posting permissions
4. 4Confirm your workspace name appears in the connected accounts list

Zap Editor > Action > Slack > Send Channel Message > Channel

Configure the target Slack channel

In the 'Channel' field, click the dropdown and select the channel where prospect research discussions happen — for example, #prospect-research or #sales-intel. If the channel doesn't appear in the list, type its name manually with the # prefix. For private channels, you must invite the Zapier bot to the channel first using /invite @Zapier inside Slack.

1. 1Click the 'Channel' dropdown field
2. 2Search for or select your target channel (e.g. #prospect-research)
3. 3If using a private channel, confirm the Zapier bot is already a member

Zap Editor > Action > Slack > Send Channel Message > Message Text

Build the Slack message with Close fields

This step is where the workflow becomes useful or useless — the message format matters. In the 'Message Text' field, click inside and use Zapier's data picker (the blue '+' icon) to insert Close fields. Build a structured message that includes: the opportunity name, company name, deal value, opportunity status, the last activity note, and a direct URL to the Close record. Use line breaks and Slack markdown (asterisks for bold, > for blockquotes) to make the message scannable. See the field mapping section below for the exact Close field names to use.

1. 1Click into the 'Message Text' field
2. 2Type '*New Prospect for Research:*' as the header line
3. 3Press Enter, then use the blue '+' to insert 'Lead Name' from Close
4. 4Add lines for Deal Value, Opportunity Status, and Last Note
5. 5On the final line, insert the Close opportunity URL or construct it using the Lead ID
6. 6Set 'Send as a Bot?' to Yes and give the bot a name like 'Close Research Bot'

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

Zap Editor > + Add Step > Formatter by Zapier > Numbers > Format Number

Add a Formatter step to clean up deal value

Go back and click '+' between the Filter step and the Slack action to insert a Formatter step. Choose 'Formatter by Zapier,' then select 'Numbers' as the transform type, and 'Format Number' as the action. Map the Close 'Opportunity Value' field as the input. Set the output format to '$#,##0' for US dollar formatting. This Formatter step output is what you'll use in the Slack message instead of the raw Close value field.

1. 1Click '+' between Filter and Slack steps
2. 2Search 'Formatter by Zapier' and select it
3. 3Choose 'Numbers' as the event type
4. 4Select 'Format Number' as the transform
5. 5Map 'Opportunity Value' from the Close trigger as the input
6. 6Set the To Format field to '$#,##0'
7. 7Click 'Continue' and verify the output shows a formatted dollar value

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

This Code by Zapier step runs in the Code action and solves a specific problem: Close's trigger payload doesn't always include a clean summary of recent activities. Paste this into a 'Code by Zapier' step (JavaScript) placed between the Filter and Slack action steps. It takes the raw Close fields from the trigger as input variables and outputs a fully formatted Slack Block Kit message string — structured sections, bold labels, and a button linking directly to the Close record. Map the output variable 'slackBlocks' into the Slack action's 'Blocks' field instead of the plain Message Text field.

// Code by Zapier — JavaScript
// Input data from Close trigger (set these in the 'Input Data' section above)
const opportunityName = inputData.opportunityName || 'Unnamed Opportunity';

// Code by Zapier — JavaScript
// Input data from Close trigger (set these in the 'Input Data' section above)
const opportunityName = inputData.opportunityName || 'Unnamed Opportunity';
const leadName = inputData.leadName || 'Unknown Company';
const dealValueRaw = parseInt(inputData.dealValue || '0', 10);
const dealValueFormatted = '$' + (dealValueRaw / 100).toLocaleString('en-US');
const stage = inputData.stage || 'Unknown Stage';
const assignedUser = inputData.assignedUser || 'Unassigned';
const closeDate = inputData.closeDate || 'No date set';
const leadUrl = inputData.leadUrl || 'https://app.close.com';
const lastNote = inputData.lastNote || 'No recent notes on record.';

// Build Slack Block Kit JSON for a rich, structured message
const blocks = [
  {
    type: 'header',
    text: { type: 'plain_text', text: '🔍 Prospect Research Request', emoji: true }
  },
  {
    type: 'section',
    fields: [
      { type: 'mrkdwn', text: '*Company:*\n' + leadName },
      { type: 'mrkdwn', text: '*Deal:*\n' + opportunityName }
    ]
  },
  {
    type: 'section',
    fields: [
      { type: 'mrkdwn', text: '*Value:*\n' + dealValueFormatted },
      { type: 'mrkdwn', text: '*Stage:*\n' + stage }
    ]
  },
  {
    type: 'section',
    fields: [
      { type: 'mrkdwn', text: '*Owner:*\n' + assignedUser },
      { type: 'mrkdwn', text: '*Target Close:*\n' + closeDate }
    ]
  },
  {
    type: 'section',
    text: { type: 'mrkdwn', text: '*Last Note:*\n> ' + lastNote }
  },
  {
    type: 'actions',
    elements: [
      {
        type: 'button',
        text: { type: 'plain_text', text: 'Open in Close', emoji: true },
        url: leadUrl,
        style: 'primary'
      }
    ]
  },
  {
    type: 'divider'
  }
];

output = [{ slackBlocks: JSON.stringify(blocks) }];

Zap Editor > Test Action > Publish

Test and activate the Zap

Click 'Test Action' in the Slack step. Zapier sends a real message to your selected Slack channel using the sample Close data. Open Slack and confirm the message posted correctly — check that the company name, formatted deal value, and link all appear as expected. If the message looks right, click 'Publish Zap' to turn it on. The Zap is now live and will fire within 1–2 minutes of a matching Close opportunity being created.

1. 1Click 'Test Action' in the Slack step
2. 2Open your Slack channel and locate the test message
3. 3Confirm all Close fields rendered correctly (name, value, status, link)
4. 4Return to Zapier and click 'Publish Zap'
5. 5Toggle the Zap to 'On' if it isn't already