Close CRM: Creating multichannel follow-up campaigns

All demos from “5 MUST-HAVE Close CRM Workflows!”

1. 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.Close CRM· Build a cold-email sequence
2. 16:393:22Creating multichannel follow-up campaignsCurrentDemonstration of setting up a Smart View to segment leads for automated email campaigns and manual phone call tasks within the Close interface.Close CRM· Multichannel (email+LI+call)
3. Watch “5 MUST-HAVE Close CRM Workflows!” →

Multichannel (email+LI+call)

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1. 16:393:22Creating multichannel follow-up campaignsCurrentDemonstration 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 workflowsShows how to create a multi-step workflow triggered by lead actions, including automated email sends and task creation for reps.@JordanRPark