Close CRM: Setting up automated workflows and sequences
Close CRM
Demo summary
Demonstrates creating automated email and SMS sequences with specific time delays and triggers.
All demos from “Close CRM Tutorial (2025) — How to Use It Like a Pro”
- 2:151:59Managing the Close CRM InboxDemonstrates how to navigate the centralized inbox in Close to manage tasks, emails, and lead assignments.Close CRM· Sync leads to CRM
- 4:140:55Making calls and sending messages in CloseShows the interface for initiating phone calls and SMS messages directly from a lead's timeline.Close CRM· Multichannel (email+LI+call)
- 9:592:05Creating opportunities and lead profilesWalks through creating a new lead profile and adding specific sales opportunities with deal values.Close CRM· Sync leads to CRM
- 13:331:39Customizing lead statuses and stagesDemonstrates how to modify lead statuses and drag-and-drop stages to match a specific sales process.Close CRM· Sync leads to CRM
- 18:542:41Pipeline management in CloseShows how to build and manage multiple sales pipelines and move deals between stages.Close CRM· Sync leads to CRM
- 23:124:25Setting up automated workflows and sequencesCurrentDemonstrates creating automated email and SMS sequences with specific time delays and triggers.Close CRM· Build a cold-email sequence
- 33:382:00Configuring the Close Power DialerShows the setup for the built-in dialer, including phone number registration and predictive dialing settings.Close CRM· Parallel/power dialer
- 39:163:07Creating Smart Views with lead filtersDemonstrates how to use advanced filtering to create 'Smart Views' for targeted prospecting lists.Close CRM· Build a list from ICP filters
- Watch “Close CRM Tutorial (2025) — How to Use It Like a Pro” →
Build a cold-email sequence
36:212:14Creating Automated Email WorkflowsShows how to build an automated sequence (workflow) in Close, including template selection and scheduling delays.Sam Queen, CloseDr
1:361:27Sending individual emails from lead recordsShows the interface for selecting a contact and sending a direct email message within the CRM view.Close- 3:001:19Creating and managing email templatesWalks through the template settings to create subject lines, body content, and shared snippets for the organization.Close
15:212:32Re-engaging Stale Leads with Automated SequencesShows how to configure a workflow that detects leads with no recent communication and automatically enrolls them into a follow-up email sequence.Jordan Park | RevPilot — Close CRM & Sales Ops- 23:124:25Setting up automated workflows and sequencesCurrentDemonstrates creating automated email and SMS sequences with specific time delays and triggers.Jordan Park | RevPilot — Close CRM & Sales Ops
14:001:09Managing email templates and snippetsWalks through the creation of sales email templates and snippets for standardized outbound communication.Jordan Park | RevPilot — Close CRM & Sales Ops
3:000:56Creating automated sequences in CloseWalks through setting up automated follow-up steps including emails, SMS, and manual tasks within a sequence.SoftSavvy
1:222:41Creating Email Templates in CloseThe video demonstrates how to navigate to the settings to create and name new email templates for use in automated sequences.Jordan Park | RevPilot — Close CRM & Sales Ops
19:373:05Building Automated WorkflowsWalks through setting up automated sequences in Close, including triggers, email sending delays, and SMS steps.Sam Queen, CloseDr
13:232:27Setting up Automated Workflows and SequencesWalks through the creation of automated email and text sequences (workflows) triggered by lead status changes.Katie Bani
13:283:07Building automated workflows and email sequencesShows the workflow builder in Close, including setting triggers, adding email templates with merge tags, and defining follow-up actions.Sam Queen, CloseDr
27:053:05Setting up Automated Workflows and SMS SequencesDemonstrates the creation of automated workflows in Close, including SMS follow-ups and delay steps for lead nurturing.Sam Queen, CloseDr