Close CRM: Setting up Automated Workflows and Sequences

All demos from “Close CRM 2026 Demo (Close.io Everything You Need to Know)”

1. 4:152:49Managing Leads and Contacts in CloseDemonstrates the interface for organizing individual contacts and company-level leads within the CRM.Close CRM· Sync leads to CRM
2. 7:554:21Updating Opportunities and Sales StagesShows how to update a lead's status, mark opportunities as won or lost, and create follow-up tasks.Close CRM· Lead routing & booking
3. 13:232:27Setting up Automated Workflows and SequencesCurrentWalks through the creation of automated email and text sequences (workflows) triggered by lead status changes.Close CRM· Build a cold-email sequence
4. Watch “Close CRM 2026 Demo (Close.io Everything You Need to Know)” →

Build a cold-email sequence

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1. 19:373:05Building Automated WorkflowsWalks through setting up automated sequences in Close, including triggers, email sending delays, and SMS steps.@CloseDr
2. 8:344:54Setting up automated triggers and delays in Close CRMThe video shows how to create a workflow trigger based on lead activity and add time delays between automated SMS and email steps.@CloseDr
3. 36:212:14Creating Automated Email WorkflowsShows how to build an automated sequence (workflow) in Close, including template selection and scheduling delays.@CloseDr
4. 23:124:25Setting up automated workflows and sequencesDemonstrates creating automated email and SMS sequences with specific time delays and triggers.@JordanRPark
5. 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.@CloseDr
6. 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.@JordanRPark
7. 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.@CloseDr
8. 13:232:27Setting up Automated Workflows and SequencesCurrentWalks through the creation of automated email and text sequences (workflows) triggered by lead status changes.@katiebani
9. 14:001:09Managing email templates and snippetsWalks through the creation of sales email templates and snippets for standardized outbound communication.@JordanRPark
10. 1:361:27Sending individual emails from lead recordsShows the interface for selecting a contact and sending a direct email message within the CRM view.@closecrm
11. 3:001:19Creating and managing email templatesWalks through the template settings to create subject lines, body content, and shared snippets for the organization.@closecrm
12. 3:000:56Creating automated sequences in CloseWalks through setting up automated follow-up steps including emails, SMS, and manual tasks within a sequence.@Soft-Savvy