Close alerts aren't posting

Something changed in Close, but no alert shows up in the channel you picked.

Fix it

• Check alerts are on. If Integrations → CRM shows Alerts are off next to Close, the person who connected it isn’t an admin of the Close organization, so Freesbe couldn’t add the webhook alerts use. Reconnect as an admin.
• Check the organization. Alerts come from the organization named next to Close. Changes in another Close organization don’t post.
• Check the alert takes that change. Open the alert’s ⋯ → Edit: is the kind of change ticked (for example Opportunities moving stage), and is the opportunity worth at least the Smallest opportunity to post? An opportunity with no value is left out when a smallest one is set.
• Check the alert is on. An alert marked Off doesn’t post. Choose ⋯ → Turn on.
• Check the channel. Alerts don’t post into archived channels. Pick another channel with ⋯ → Edit.
• Send a test alert. Choose ⋯ → Send a test alert. If the sample card shows up, the channel is fine and the filters or Close’s side are the reason.

Which changes post

• Opportunities moving stage posts when an opportunity’s status changes.
• Opportunities won and Opportunities lost post when the status is one Close counts as won or lost.
• Changes to other fields, such as the value or the note, don’t post on their own.
• New leads post nothing by themselves: their contacts post as New contacts.
• An opportunity that’s moved back before Freesbe reads it posts nothing.

Still stuck?

Check Close in Integrations → CRM: if it says Needs reconnecting, Close stopped accepting Freesbe’s access. Click Reconnect. Otherwise, email support@freesbe.net with the lead’s link and when it changed.