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CRM & Contacts

When a new Closely contact is captured, add it to Zoho CRM and notify the team on Telegram

Every new Closely contact is added to Zoho CRM and the team is pinged on Telegram, so leads land in your CRM and reps hear about them instantly.

CloselyClosely Zoho CRMZoho CRM TelegramTelegram
~5 min setup used by 1.9k sites

Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Closely → Zoho CRM → Telegram
3 steps
Closely
TRIGGER
Closely · Contact and Email
The workflow starts automatically when for the contact's emails and phone numbers in Closely. FlowMattic captures that data for the steps below.
Zoho CRM
ACTION
Zoho CRM · Create Contact
Zoho CRM — creates a new contact. Data is mapped from earlier steps; connect your Zoho CRM account on import.
Telegram
ACTION
Telegram · Send a Text Message
Telegram — sends a text message with support to markup. Data is mapped from earlier steps; connect your Telegram account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Ready to automate your WordPress site?

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