Set up a Salesforce sales gong using Gleebeam and Zapier

Delight and motivate your team with fun announcements for won Salesforce opportunities. In this guide, we’ll be using Zapier to trigger a Gleebeam notification on screens in your office whenever a new sales deal is closed on Salesforce. We’ll set the notification up so that a gong sound is played on each trigger. Note that you will need to be using a paid Zapier account to complete the tutorial.

1. Create a notification template on Gleebeam

In your Gleebeam account, create a template for the notification you want to receive each time a deal is closed.

Designing Gleebeam notification for closed sales deals on Salesforce

Navigate to the Sound menu in the sidebar and select the gong sound.

Adding gong sound to Gleebeam notification for won Salesforce sales deals

Click Save & Exit once you’re done to return to the templates view. We will return to Gleebeam later in the tutorial. Let’s continue by setting up Zapier.

2. Set up the Zapier trigger event

Create a new zap in your Zapier account. Select Salesforce as the trigger app. Set the trigger event to Closed Opportunity and click Continue.

Set up action step for Salesforce won deal notifications on Gleebeam

Connect to your Salesforce account.

Connect Salesforce account for won sales opportunity announcements on Gleebeam

Set the Reason to Won you’d like to track.

Finish Zapier set-up for Salesforce closed sales deal announcements on Gleebeam

Proceed by clicking Continue and you’ll be asked to test the connection between Zapier and Salesforce. Do this to make sure everything is set up properly so far.

3. Set up the Zapier action event

⭐️ Gleebeam now has an official Zapier integration, which makes setting up actions in Zapier much simpler. Click this link to learn how to use it and skip this section in the tutorial.

For your action app choose Webhooks by Zapier. Set POST as the action event.

Setting up the Gleebeam sales gong announcement trigger on Zapier

In the next step, you will be asked to provide the data to send with the action event. Back in your Gleebeam account click on the template you created to view its automation data.

Viewing the Gleebeam notifications API data

Copy the API URL and the JSON data to the respective form fields in Zapier as shown in the image below. Set Payload Type to “Json”.

Copying Gleebeam notification's API data to Zapier

Zapier will ask you to test the action. Once you do that you should receive the notification you created on the Gleebeam dashboard. Moreover, you should also hear a gong sound. All you now need to do is to turn on the zap and focus on selling!

You’re all set!

Set up the Gleebeam dashboard on screens in your office for your team to celebrate whenever a sales deal is won! I hope this serves as a good automated alternative to a physical sales gong. Let me know what you think in the comments!

Receiving a won Hubspot deal announcement on the Gleebeam dashboard

Do you want to also announce closed deal amounts? There’s an article that explains how to set this up with Hubspot – the process should be similar! Click here to read it.

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