The moment it happens

Post every new Close lead to Slack

Each lead created in Close shows up in Slack with the company and main contact.

Runs: The moment it happens
Apps: Close
AI: Not needed
Access: read

Send this to your assistant

Create a ClickRuntime automation: when a lead is created in Close, post the company name, contact name and email to #new-leads 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

Speed to lead decides a lot of sales outcomes. When a Close lead is created by a web form, an import or a rep, the sooner somebody contacts them the more likely they are to answer. Yet in many teams the new lead sits in a Smart View until someone remembers to refresh it, and an inbound request can wait hours.

As soon as Close reports a new lead, this fetches the lead's details and posts them to Slack. The post gives the team the company, the contact and the source in one message, so the right person can claim it straight from the channel.

Inbound-heavy teams, such as those with a demo request form, use it to make sure no new lead goes unseen. The post is created from the lead exactly as it exists in Close, so the team sees the real record and does not have to wait for someone to type up the details.

What you get out of it

Respond to inbound leads within minutes
Prospects who fill in a form expect a fast reply. A Slack message the moment the lead exists lets the first available rep respond, while the prospect is still at their desk.
Avoid leads falling between reps
In a shared channel, someone replies with a claim, and everyone sees who has it. This avoids two reps calling the same lead or, worse, nobody calling at all. Claiming a lead with a quick reply in the thread means two reps do not call the same person and nobody leaves them waiting.
See lead quality at a glance
The post shows the company and source, so you can recognise a strong lead immediately. A high-value account gets escalated, and a clearly poor fit can be skipped. A strong lead from a known company gets escalated to the right rep in minutes, and a poor fit can be dismissed quickly.
Notice problems with lead capture
If the channel goes quiet when you expect traffic, a form or integration may be broken. You find out within the day instead of discovering a week of missing leads. Silence after a campaign or a website change is an early sign that a form or integration is broken and needs urgent attention.
Give marketing instant feedback
Marketing sees leads from a campaign appear in real time. That makes it easy to connect a launch to its results without waiting for a monthly attribution report. Marketing sees results from a campaign as the leads arrive, which makes it easier to talk about quality with sales.

How it works

What happens, step by step

Each time a lead is created in Close, Close tells ClickRuntime straight away.
The automation looks up the lead to get the company name and main contact.
A message goes to #new-leads with the company and the contact's name and email.

Before it runs live

Connect Close
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Post every new Close lead to Slackjust nowSucceeded

Slack · #new-leadsNew lead: *Northwind Traders* Contact: Priya Shah (priya@northwind.example)

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 Close 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.

new_lead_alert_close.pyexample

from clickruntime import on_event, credentials, http, notify

@on_event
def handle(event):
    ev = (event.json or {}).get("event", {})
    if ev.get("object_type") != "lead" or ev.get("action") != "created":
        return {"skipped": f"{ev.get('object_type')} {ev.get('action')}"}
    lead = http.get(f"https://api.close.com/api/v1/lead/{ev['object_id']}/",
                    auth=(credentials.secret("CLOSE_API_KEY"), "")).json()
    contact = (lead.get("contacts") or [{}])[0]
    email = (contact.get("emails") or [{}])[0].get("email", "no email")
    notify.slack(f"New lead: *{lead['display_name']}*\nContact: {contact.get('name', '-')} ({email})\n{lead['html_url']}",
                 channel="#new-leads")
    return {"lead": lead["id"]}

FAQ

Common questions

Does it post leads created by imports too?

It reacts to any lead created in Close, including those from imports, so a large upload can post many messages at once. Ask your AI assistant to ignore a particular source if bulk imports are noisy. Imports and API-created leads are included, and a filter on the lead source would keep a large import from flooding the channel.

What details does the Slack message include?

It includes the lead details fetched from Close, such as the name and contact information on the lead. If you want custom fields like lead source or owner shown too, request them and approve the new format.

How quickly does the post appear?

Close sends an event when the lead is created and the post follows within moments. It does not wait on a schedule, so the delay is typically a few seconds rather than minutes. Close sends an event the moment the lead is created, so the post appears within a few seconds and does not wait for any polling schedule.

What permissions does it need?

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 for each event the app sends.

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.

The moment it happens