On a schedule

Share won deals in Slack

When a deal moves to Closed Won, the team sees the name, amount and owner.

Runs: On a schedule
Apps: Zoho CRM
AI: Not needed
Access: ZohoCRM.modules.deals.READ

Send this to your assistant

Create a ClickRuntime automation: when a Zoho CRM deal moves to Closed Won, post the deal name, amount and owner to #wins in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A closed-won deal is the result of weeks of work from sales, solutions engineers and customer success, but the news usually travels slowly: a line in a CRM report, a mention in a Monday meeting. The rep who got the deal sometimes forgets to tell the team, so onboarding starts late and the wider company misses a chance to celebrate. People who helped on the deal never learn it was won.

On a schedule, Zoho CRM is checked for deals modified since the last run, and those whose Stage is Closed Won and have not been announced before are picked out. A message appears in Slack with the deal name, amount, account and owner. Each deal is announced once, even if it is edited again later.

Good for revenue teams that want wins to be seen and handed off fast.

What you get out of it

Handoff to onboarding starts sooner
Customer success sees the win minutes after the stage changes. The kickoff call gets scheduled while the customer is still excited, and the first weeks of the relationship start well.
Wins are shared with everyone involved
Engineers, marketers and managers who contributed see the result. Recognition costs nothing and builds loyalty to the team, and people who never hear about wins stop caring about the next one.
Reps do not have to announce
Nobody relies on a rep remembering to post. The announcement is a byproduct of updating the CRM, which encourages accurate and timely stage updates, since a late update means a late celebration.
Finance can prepare billing
An alert with amount and account tells finance to expect a contract and an order. Invoicing and set-up begin without a chaser email, and cash arrives sooner as a result.
Momentum is visible
A channel full of recent wins keeps morale up during slow stretches. New hires see what good looks like and which kinds of customers the company is closing. A good-news habit forms.
Revenue visible to everyone
Posting the amount lets the whole company see progress against target during the quarter. People understand why the sales team is busy, and quarter-end surprises are fewer. Hand-offs happen the same morning.

How it works

What happens, step by step

Every 5 minutes ClickRuntime checks Zoho CRM for deals changed since its last check.
It keeps the ones now marked Closed Won and skips any it has already announced.
Each win is posted to your #wins Slack channel with the deal name, amount and owner.

Before it runs live

Connect Zoho CRM

What you get

RunsOn a schedule

Share won deals in Slacktoday, 9:00Succeeded

Slack · #wins:trophy: Northwind annual plan won · $36,000 · Alex Kim

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Zoho CRM steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

deal_won_alert.pyexample

from datetime import datetime, timezone
from clickruntime import on_trigger, credentials, http, state, notify, report_fetched

@on_trigger
def run(event):
    since = state.get("since") or datetime.now(timezone.utc).isoformat(timespec="seconds")
    r = http.get("https://www.zohoapis.com/crm/v8/Deals",
                 params={"fields": "Deal_Name,Amount,Stage,Owner,Modified_Time"},
                 headers={"Authorization": f"Zoho-oauthtoken {credentials.connection('zoho', 'work')}",
                          "If-Modified-Since": since})
    deals = r.json()["data"] if r.status_code == 200 else []
    report_fetched(len(deals))
    if not deals:
        return {"summary": "Nothing new"}
    posted = set(state.get("posted") or [])
    won = [d for d in deals if d["Stage"] == "Closed Won" and d["id"] not in posted]
    for d in won:
        notify.slack(f":trophy: {d['Deal_Name']} won · ${d.get('Amount') or 0:,.0f} · {d['Owner']['name']}", channel="#wins")
    state.set("posted", list(posted | {d["id"] for d in won})[-1000:])
    state.set("since", max(d["Modified_Time"] for d in deals))
    return {"won": len(won)}

FAQ

Common questions

Will a deal be announced twice if I edit it?

No. Announced deals are remembered, so later changes to the amount or notes do not trigger a second post. Only the first time it is seen as Closed Won counts. Announced deals are remembered, so a later edit does not trigger a second post.

Can I post only deals over a certain amount?

Yes. An amount condition can be added to the filter, for example only deals above $10,000, and smaller wins can be sent to a different channel or skipped entirely. Only the first sighting as Closed Won counts.

What if a deal is moved to Closed Won by mistake?

The alert goes out when it is detected, so a mistaken stage change will be announced. Correcting the stage in Zoho CRM does not retract the message, so adding a short delay can help. A short delay can help when stages are changed by mistake.

What permissions does it need?

ZohoCRM.modules.deals.READ. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it checks. Checks that find nothing new and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Every 15 minutes