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.
Navigate to the Sound menu in the sidebar and select the gong sound.
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.
Connect to your Salesforce account.
Set the Reason to Won you’d like to track.
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.
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.
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”.
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!
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.