How to Send Close Deal Alerts to Slack with Make

Make Dashboard > Scenarios > Create a new scenario

Create a new Make scenario

Log in to Make at make.com and click the blue 'Create a new scenario' button in the top right of your Scenarios dashboard. You'll land on the visual canvas — a dark grid where modules appear as circles. Don't add a module yet. First, name the scenario by clicking 'New scenario' at the top left and typing something like 'Close Deal Alerts → Slack'. This keeps your scenario list readable as it grows.

1. 1Go to make.com and log in
2. 2Click 'Create a new scenario' (blue button, top right)
3. 3Click 'New scenario' text at the top left to rename it
4. 4Type 'Close Deal Alerts → Slack' and press Enter

Canvas > Empty trigger circle > Webhooks > Custom webhook

Add the Webhooks module as your trigger

Click the empty circle on the canvas. In the module picker that slides in from the right, search for 'Webhooks' and select it. Then choose 'Custom webhook' as the trigger type. Make will ask you to create a new webhook — click 'Add' and give it the name 'Close Deal Trigger'. Make generates a unique HTTPS URL immediately. Copy that URL to your clipboard — you need it in Close in the next step.

1. 1Click the empty circle on the canvas
2. 2Type 'Webhooks' in the search box
3. 3Select 'Webhooks' from the results
4. 4Choose 'Custom webhook'
5. 5Click 'Add', name it 'Close Deal Trigger', click Save
6. 6Copy the generated webhook URL

Close > Settings > Integrations > Webhooks > Add Webhook

Register the webhook in Close

Open Close in a new tab. Go to Settings > Integrations > API and then navigate to the Webhooks section. Click 'Add Webhook'. Paste the Make webhook URL you copied into the Endpoint URL field. For Events, select 'Opportunity Updated' — this fires whenever a deal changes stage, value, or any other field. You can also add 'Opportunity Created' if you want alerts on brand-new deals. Set the Status to Active and click Save.

1. 1Open Close and go to Settings (gear icon, bottom left)
2. 2Click 'Integrations', then 'Webhooks'
3. 3Click 'Add Webhook'
4. 4Paste the Make URL into 'Endpoint URL'
5. 5Check 'Opportunity Updated' under Events
6. 6Optionally check 'Opportunity Created'
7. 7Click Save

Make Canvas > Run once button (bottom center)

Capture the first webhook payload from Close

Switch back to Make. The Webhooks module is waiting to receive its first payload so it can learn the data structure. Click 'Run once' at the bottom of the Make canvas — this puts the scenario in listening mode for 3 minutes. Now go back to Close and manually change the stage on any test deal (e.g., move it from Qualified to Negotiation and save). Make will capture the incoming JSON and display the data structure automatically on the Webhooks module.

1. 1Click 'Run once' at the bottom of the Make canvas
2. 2Switch to Close and open any test deal
3. 3Change the opportunity status/stage and click Save
4. 4Switch back to Make and wait for the green checkmark on the Webhooks module

Canvas > + after Webhooks module > Close > Get an Opportunity

Add a Close 'Get Opportunity' module

The webhook payload from Close includes the opportunity ID but not all the fields you want in the Slack message — specifically the assigned rep's full name and the lead company name are sometimes absent or use internal IDs. Click the '+' after the Webhooks module and search for 'Close'. Select it and choose the action 'Get an Opportunity'. In the Opportunity ID field, map the value from the webhook payload — it will be something like data.id from the previous step's output.

1. 1Click the small '+' circle to the right of the Webhooks module
2. 2Search for 'Close' and select it
3. 3Choose 'Get an Opportunity'
4. 4In Connection, click 'Add' and authenticate with your Close API key
5. 5In Opportunity ID, click the field and select 'data: id' from the Webhooks output

Canvas > Right-click arrow between modules > Add a filter

Add a Filter to target specific stages or values

Right-click the arrow connecting the Webhooks module to the Close module, then click 'Add a filter'. This filter runs before Make fetches the full opportunity record, saving operations. Set up two conditions joined by OR: Condition 1 — 'status_label' (from the webhook payload) 'Contains' the text you want, like 'Won' or 'Negotiation'. Condition 2 — 'value' (from webhook payload) 'Greater than or equal to' your threshold, e.g. 10000. Only deals matching either condition will proceed.

1. 1Right-click the connecting arrow between Webhooks and Close modules
2. 2Click 'Add a filter'
3. 3Set Label to 'Stage or Value Threshold'
4. 4Add Condition 1: select 'data: status_label' > 'Contains' > type your target stage name
5. 5Click 'Add AND rule', change it to OR
6. 6Add Condition 2: select 'data: value' > 'Greater than or equal to' > type your threshold (e.g. 10000)
7. 7Click OK

Canvas > + after Close module > Slack > Create a Message

Add a Slack 'Create a Message' module

Click the '+' after the Close module and search for 'Slack'. Select 'Create a Message'. Connect your Slack workspace by clicking 'Add' under Connection — this opens an OAuth window where you authorize Make to post to Slack. Choose the Channel where alerts should go (e.g., #deals or #sales). For the Message Text field, you'll build a formatted string using data from both the Webhooks and Close modules in the next step.

1. 1Click the '+' to the right of the Close module
2. 2Search 'Slack' and select it
3. 3Choose 'Create a Message'
4. 4Click 'Add' next to Connection and complete the Slack OAuth flow
5. 5In Channel, type or select your target channel (e.g., #deals)

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

Slack module > Message Text field > mapping panel

Build the Slack message using mapped fields

Click inside the Message Text field in the Slack module. Use the mapping panel to pull fields from both previous modules. Build a message like: ':moneybag: *Deal Alert* — {{Close: lead_name}} moved to *{{Close: status_label}}* by {{Close: user_name}} | Value: ${{Close: value_formatted}} | <{{Close: url}}|Open in Close>'. The mapping panel opens automatically when you click a field — select the Close module's output to find lead_name, status_label, user_name, value_formatted, and the direct URL to the record.

1. 1Click inside the 'Message Text' field
2. 2Type ':moneybag: *Deal Alert* — '
3. 3Click the mapping icon and select 'Close: lead_name'
4. 4Continue typing ' moved to *'
5. 5Map 'Close: status_label', then type '* by '
6. 6Map 'Close: user_name', then type ' | Value: $'
7. 7Map 'Close: value_formatted'
8. 8Type ' | ' then add the Slack hyperlink format using 'Close: url'

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

Canvas > Right-click Close module > Add a router

Add a Router for multiple alert types

If you want different Slack messages for wins vs. high-value deals vs. stuck deals, right-click the Close module and select 'Add a router'. The Router splits the flow into separate branches. Branch 1 handles Closed Won deals and posts to #deals-won with a celebration emoji. Branch 2 handles deals over your value threshold and posts to #big-deals. Each branch gets its own filter and its own Slack module with a different channel and message tone.

1. 1Right-click the Close module on the canvas
2. 2Select 'Add a router'
3. 3Click the first branch path and add a filter: status_label = 'Won'
4. 4Add a Slack module to Branch 1 targeting #deals-won
5. 5Click the second branch path and add a filter: value >= 10000
6. 6Add a second Slack module to Branch 2 targeting #big-deals

Canvas > Scheduling (bottom toolbar) > Immediately

Set the scenario to run instantly via webhook

By default, new Make scenarios run on a schedule. You need to switch it to instant (webhook-driven) mode. Click the clock icon next to 'Scheduling' at the bottom of the canvas. Select 'Immediately' — this tells Make to execute the scenario every time the webhook receives a payload rather than on a timer. Instant scheduling is only available when your trigger module is a webhook.

1. 1Click the clock icon in the bottom toolbar labeled 'Scheduling'
2. 2Select 'Immediately' from the dropdown
3. 3Click OK to confirm

Canvas > Toggle switch (bottom left) > ON

Activate the scenario and run a live test

Click the toggle switch at the bottom left of the canvas to turn the scenario ON — it should turn blue. Then go to Close and move a real deal (or a clearly-labeled test deal) through a qualifying stage change. Check your target Slack channel within 90 seconds. Also open the Make scenario's 'History' tab (top navigation) to confirm the run completed successfully and see exactly what data flowed through each module.

1. 1Click the blue toggle at the bottom left of the canvas to activate
2. 2Go to Close and change a deal's stage to your target stage
3. 3Open your Slack channel and wait for the message
4. 4In Make, click 'History' at the top to review the completed run

Paste this formula into the Message Text field of the Slack module in Make. It conditionally formats the alert with different emoji based on stage, adds a value warning for deals over $20K, and handles null rep names gracefully. In the Slack module, click the Message Text field, delete any existing text, then paste this directly — Make will parse the if() and contains() expressions inline.

if(
  contains(Close: status_label; "Won");
  join(

if(
  contains(Close: status_label; "Won");
  join(
    ":trophy: *CLOSED WON* — ";
    Close: lead_name;
    " | ";
    if(Close: user_name; Close: user_name; "Unassigned rep");
    " | ";
    Close: value_formatted;
    if(
      Close: value >= 20000;
      " :rotating_light: HIGH VALUE";
      ""
    );
    " | <";
    Close: url;
    "|Open in Close>"
  );
  if(
    contains(Close: status_label; "Negotiation");
    join(
      ":handshake: *In Negotiation* — ";
      Close: lead_name;
      " | ";
      if(Close: user_name; Close: user_name; "Unassigned rep");
      " | ";
      Close: value_formatted;
      " | <";
      Close: url;
      "|Open in Close>"
    );
    join(
      ":bell: *Stage Update* — ";
      Close: lead_name;
      " moved to ";
      Close: status_label;
      " | ";
      Close: value_formatted;
      " | <";
      Close: url;
      "|Open in Close>"
    )
  )
)