Close CRM: Automated Lead Enrichment Workflow

All demos from “3 Must Have Close CRM Workflows”

1. 2:422:10Automating Opportunity Creation in Close CRMA walkthrough of setting up a workflow trigger that automatically creates a sales opportunity when a specific lead status or custom property is updated.Close CRM· Sync leads to CRM
2. 4:541:45Automated Lead Enrichment WorkflowCurrentDemonstration of using Close CRM's internal workflow tools to enrich lead data and update custom fields based on activity triggers.Close CRM· Append firmographic/technographic data
3. 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.Close CRM· Build a cold-email sequence
4. Watch “3 Must Have Close CRM Workflows” →

Append firmographic/technographic data

Close CRM4Clay6Apollo5ZoomInfo3Pipedrive2

1. 7:472:50Managing Custom Fields and OpportunitiesShows how to create and manage custom fields (single choice, date, multi-drop) to track specific prospect data and opportunity statuses.@CloseDr
2. 11:571:32Creating custom fields in Close CRMDemonstrates how to add custom opportunity fields and data types (like date or multiple select) to capture specific prospect information.@CloseDr
3. 19:489:30Creating Custom Activities and Lead PropertiesDemonstration of building custom activity fields to capture specific data points like 'Service Area' or 'Discovery Call Details' directly on the lead profile.@JordanRPark
4. 4:541:45Automated Lead Enrichment WorkflowCurrentDemonstration of using Close CRM's internal workflow tools to enrich lead data and update custom fields based on activity triggers.@JordanRPark