Close CRM: Building automated sales workflows

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 snippetsWalks 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 workflowsCurrentShows 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” →

Multichannel (email+LI+call)

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1. 16:393:22Creating multichannel follow-up campaignsDemonstration of setting up a Smart View to segment leads for automated email campaigns and manual phone call tasks within the Close interface.@CloseDr
2. 4:140:55Making calls and sending messages in CloseShows the interface for initiating phone calls and SMS messages directly from a lead's timeline.@JordanRPark
3. 5:314:01Building a Multichannel WorkflowA step-by-step walkthrough of building a workflow cadence that combines email threads and SMS messages with specific time delays.@JordanRPark
4. 19:467:21Creating Smart Views for Lead ManagementShows how to use filters to create 'Smart Views' that help sales reps and closers manage their daily outreach and follow-ups based on lead status.@CloseDr
5. 6:572:18Building automated sales workflowsThe video walks through setting up a multi-step sequence (Workflows) including automated emails, follow-up tasks, and conditional logic.@SoftwareFinds
6. 18:594:07Building automated sales workflowsCurrentShows how to create a multi-step workflow triggered by lead actions, including automated email sends and task creation for reps.@JordanRPark