How to Send Close Deal Alerts to Slack with Zapier

zapier.com > Dashboard > Create Zap

Create a new Zap in Zapier

Log into zapier.com and click the orange 'Create Zap' button in the top-left sidebar. You'll land on the Zap editor, which shows a two-panel canvas with 'Trigger' and 'Action' blocks. This is where you'll wire Close to Slack. Give the Zap a name at the top — something like 'Close Deal Alert → Slack' — so you can find it later.

1. 1Click 'Create Zap' in the left sidebar
2. 2Click the name field at the top and type 'Close Deal Alert → Slack'
3. 3Click the 'Trigger' block to open the app search panel

Zap Editor > Trigger > Search Apps > Close

Set Close as the trigger app

In the Trigger block, type 'Close' into the search bar and select it from the results. Zapier will show you the available Close triggers. You want 'New Event' or 'Updated Lead' — for deal stage and value changes, choose 'Updated Lead' since Close stores deals as leads with statuses. This trigger uses Close's webhook-based event system, so notifications fire in near real-time rather than on a poll cycle.

1. 1Type 'Close' in the app search field
2. 2Click 'Close' (the CRM) in the results list
3. 3Click 'Updated Lead' from the trigger event dropdown
4. 4Click 'Continue'

Close > Settings > Your API Keys

Connect your Close account

Click 'Sign in to Close' and Zapier will open a popup asking for your Close API key. You'll find this in Close under Settings > Your API Keys. Copy the key — it starts with 'api_' — paste it into Zapier, and click 'Yes, Continue'. Zapier stores this as a named connection so you can reuse it across other Zaps.

1. 1Click 'Sign in to Close' in the Zapier trigger panel
2. 2Open a new tab and go to Close > Settings > Your API Keys
3. 3Click 'Generate API Key', name it 'Zapier', and copy the key
4. 4Paste the API key into the Zapier connection popup
5. 5Click 'Yes, Continue to Close'

Zap Editor > Trigger > Test Trigger

Test the trigger to pull sample data

Click 'Test Trigger' and Zapier will fetch the 3 most recently updated leads from Close. Pick a lead that has an actual deal value and a status set — not a blank record. This sample data is what Zapier uses for the rest of the setup, so choosing a realistic record now saves you from mapping phantom fields. Look for a record that has 'Status', 'Value', 'Assigned To', and 'Company Name' populated.

1. 1Click 'Test Trigger'
2. 2Review the 3 sample records returned
3. 3Click the record that has the most complete deal data
4. 4Click 'Continue with selected record'

Zap Editor > + > Filter by Zapier

Add a Filter step to target specific stages or values

Click the '+' icon between the Trigger and Action blocks to add a Filter step. This is critical — without it, every single lead update in Close fires a Slack message. Set the filter to only continue when the lead status equals your target stage (e.g., 'Won') OR when the deal value is greater than or equal to your threshold (e.g., 10000). Use 'Only continue if...' with two conditions joined by OR.

1. 1Click the '+' button between Trigger and Action
2. 2Select 'Filter by Zapier' from the built-in tools list
3. 3Set Condition 1: 'Status Label' > '(Text) Exactly matches' > 'Won'
4. 4Click 'OR'
5. 5Set Condition 2: 'Value' > '(Number) Greater than or equal to' > '10000'
6. 6Click 'Continue'

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

Add Slack as the action app

Click the Action block and search for 'Slack'. Select 'Send Channel Message' as the event — this posts a message to a public or private channel without requiring someone to be tagged. If you want to ping a specific rep directly, choose 'Send Direct Message' instead, but that requires resolving the assigned rep's Slack user ID, which adds complexity.

1. 1Click the Action block
2. 2Type 'Slack' in the app search field
3. 3Select 'Slack' from the results
4. 4Choose 'Send Channel Message' from the event dropdown
5. 5Click 'Continue'

Zap Editor > Action > Slack > Sign in

Connect your Slack workspace

Click 'Sign in to Slack' and Zapier will open an OAuth popup for your Slack workspace. Select the correct workspace from the dropdown at the top-right of the Slack authorization page, then click 'Allow'. Zapier needs permission to post messages to channels. This is a workspace-level connection, so any Slack admin can revoke it from Slack's App Directory.

1. 1Click 'Sign in to Slack'
2. 2Select your workspace from the Slack dropdown
3. 3Click 'Allow' to grant Zapier posting permissions
4. 4Return to the Zap editor

Zap Editor > Action > Slack > Configure > Message Text

Configure the Slack message and target channel

In the Channel field, type the name of your target channel (e.g., #deals or #sales-wins) or select it from the dropdown. In the Message Text field, build the alert using dynamic fields from Close. Write the message like a human would read it — include the company name, deal value, status, and rep name. Zapier inserts the live Close data at runtime by wrapping field names in double curly brackets when you click the '+' insert button.

1. 1Click the Channel field and select your target Slack channel (e.g., #deals-won)
2. 2Click into the Message Text field
3. 3Type '🎉 Deal Update: ' then click the '+' icon to insert 'Display Name' from Close
4. 4Continue building: ' | Status: ' + insert 'Status Label' + ' | Value: ' + insert 'Value Formatted'
5. 5Add a new line: 'Assigned to: ' + insert 'Assigned To Name'
6. 6Optionally add 'View in Close: ' + insert 'Lead URL'

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

Zap Editor > Action > Slack > Configure > Bot Name / Bot Icon

Set the bot name and icon

Scroll down in the Slack action configuration to find 'Bot Name' and 'Bot Icon'. Set the bot name to something recognizable like 'Close CRM' or 'Deal Alerts'. For the icon, paste an emoji (e.g., :chart_with_upwards_trend:) or a URL to your company logo. This makes the alert visually distinct in Slack from other bot messages and easier to scan in a busy channel.

1. 1Scroll down to 'Bot Name' and type 'Close CRM'
2. 2Click 'Bot Icon' and type ':chart_with_upwards_trend:' or paste a logo URL
3. 3Leave 'Send as a user' toggled OFF unless you want messages attributed to your personal Slack account

Zap Editor > Action > Test Action

Test the full Zap end to end

Click 'Test action' at the bottom of the Slack configuration panel. Zapier will fire a real message to your chosen Slack channel using the sample data from step 4. Switch to Slack and verify the message arrived in the correct channel with the right fields populated. Check that the deal value is formatted correctly (not in cents), the rep name is readable, and the Close URL is clickable.

1. 1Click 'Test action'
2. 2Open Slack and navigate to your target channel
3. 3Verify the message content matches your expected format
4. 4Click the Close URL in the message to confirm it opens the correct lead record

Zap Editor > Publish

Turn on the Zap

Click 'Publish' in the top-right corner of the Zap editor. Zapier will run a final validation check and then activate the webhook listener on Close's side. The Zap status will change from Draft to On. From this point forward, any lead update in Close that passes your filter fires a Slack message within 60–90 seconds. Monitor the Zap History tab for the first 24 hours to confirm it's catching the right events.

1. 1Click 'Publish' in the top-right corner
2. 2Confirm the activation dialog
3. 3Navigate to 'Zap History' in the left sidebar to monitor live runs
4. 4Update a test lead in Close to trigger the first real run

This Code by Zapier step formats the raw Close timestamp into a clean relative time string (e.g., 'Updated 3 minutes ago') and conditionally adds a 🔥 emoji to the Slack message for deals over $25,000. Paste this into a 'Code by Zapier' action step inserted between the Filter and the Slack action, then map the 'output_message' variable into your Slack Message Text field instead of building it manually.

// Input variables from previous Zapier step:
// inputData.display_name, inputData.status_label, inputData.value_formatted
// inputData.value (raw cents), inputData.assigned_to_name, inputData.url

// Input variables from previous Zapier step:
// inputData.display_name, inputData.status_label, inputData.value_formatted
// inputData.value (raw cents), inputData.assigned_to_name, inputData.url
// inputData.date_updated (ISO 8601 string)

const displayName = inputData.display_name || 'Unknown Lead';
const statusLabel = inputData.status_label || 'Unknown Status';
const valueFormatted = inputData.value_formatted || '$0.00';
const rawValue = parseInt(inputData.value || '0', 10);
const assignedTo = inputData.assigned_to_name || 'Unassigned';
const closeUrl = inputData.url || '';
const dateUpdated = inputData.date_updated || '';

// Relative time calculation
let relativeTime = '';
if (dateUpdated) {
  const updatedMs = new Date(dateUpdated).getTime();
  const nowMs = Date.now();
  const diffMinutes = Math.round((nowMs - updatedMs) / 60000);
  if (diffMinutes < 1) {
    relativeTime = 'just now';
  } else if (diffMinutes === 1) {
    relativeTime = '1 minute ago';
  } else if (diffMinutes < 60) {
    relativeTime = `${diffMinutes} minutes ago`;
  } else {
    const diffHours = Math.round(diffMinutes / 60);
    relativeTime = `${diffHours} hour${diffHours > 1 ? 's' : ''} ago`;
  }
}

// High-value deal flag (rawValue is in cents, so $25,000 = 2500000)
const isHighValue = rawValue >= 2500000;
const emoji = isHighValue ? '🔥' : '🎉';
const highValueBadge = isHighValue ? ' | ⭐ HIGH VALUE' : '';

// Build the formatted Slack message
const output_message = [
  `${emoji} Deal Update: ${displayName}${highValueBadge}`,
  `Status: ${statusLabel} | Value: ${valueFormatted}`,
  `Assigned to: ${assignedTo}${relativeTime ? ` | Updated ${relativeTime}` : ''}`,
  closeUrl ? `View in Close: ${closeUrl}` : ''
].filter(Boolean).join('\n');

output = [{ output_message }];