Close CRM: Managing email templates and snippets

All demos from “Close CRM Review 2026 | Full Demo + Features, Workflows & Dialer”

1. 2:495:01Lead creation and custom fields in CloseDemonstrates how to manually add a lead, input contact details like URLs and phone numbers, and configure custom lead statuses and opportunities.Close CRM· Sync leads to CRM
2. 10:322:30Setting up the Close Power DialerShows the configuration of phone numbers and the integrated dialer settings, including the AI Notetaker for sales calls.Close CRM· Parallel/power dialer
3. 14:001:09Managing email templates and snippetsCurrentWalks through the creation of sales email templates and snippets for standardized outbound communication.Close CRM· Build a cold-email sequence
4. 17:311:11Sales pipeline and opportunity managementDemonstrates how to manage the deal pipeline, toggle between different views, and track opportunity values and statuses.Close CRM· Sync leads to CRM
5. 18:594:07Building automated sales workflowsShows how to create a multi-step workflow triggered by lead actions, including automated email sends and task creation for reps.Close CRM· Multichannel (email+LI+call)
6. 26:285:27Creating Smart Views with lead filtersDemonstrates using advanced filters (activity date, communication status, time zones) to create dynamic 'Smart Views' for sales prospecting.Close CRM· Build a list from ICP filters
7. Watch “Close CRM Review 2026 | Full Demo + Features, Workflows & Dialer” →

Build a cold-email sequence

Close CRM12Smartlead12Pipedrive12Snov.io12Instantly12Hunter6Reply.io4Apollo4Lusha3Waalaxy2Outreach2MailerLite2Lead Loft2GoHighLevel1Claude1Beehiiv1

1. 36:212:14Creating Automated Email WorkflowsShows how to build an automated sequence (workflow) in Close, including template selection and scheduling delays.Sam Queen, CloseDr
2. 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. 3:001:19Creating and managing email templatesWalks through the template settings to create subject lines, body content, and shared snippets for the organization.Close
4. 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
5. 23:124:25Setting up automated workflows and sequencesDemonstrates creating automated email and SMS sequences with specific time delays and triggers.Jordan Park | RevPilot — Close CRM & Sales Ops
6. 14:001:09Managing email templates and snippetsCurrentWalks through the creation of sales email templates and snippets for standardized outbound communication.Jordan Park | RevPilot — Close CRM & Sales Ops
7. 3:000:56Creating automated sequences in CloseWalks through setting up automated follow-up steps including emails, SMS, and manual tasks within a sequence.SoftSavvy
8. 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
9. 19:373:05Building Automated WorkflowsWalks through setting up automated sequences in Close, including triggers, email sending delays, and SMS steps.Sam Queen, CloseDr
10. 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
11. 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
12. 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