Close CRM: Building a Multichannel Workflow

All demos from “How to Use Close CRM Workflows the Right Way (Email + SMS Automation)”

1. 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.Close CRM· Build a cold-email sequence
2. 5:314:01Building a Multichannel WorkflowCurrentA step-by-step walkthrough of building a workflow cadence that combines email threads and SMS messages with specific time delays.Close CRM· Multichannel (email+LI+call)
3. 9:372:54Setting Workflow Enrollment TriggersShows how to configure triggers and filters to automatically enroll leads into a specific workflow based on status or opportunity events.Close CRM· Sync leads to CRM
4. Watch “How to Use Close CRM Workflows the Right Way (Email + SMS Automation)” →

Multichannel (email+LI+call)

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1. 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.Jordan Park | RevPilot — Close CRM & Sales Ops
2. 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
3. 4:140:55Making calls and sending messages in CloseShows the interface for initiating phone calls and SMS messages directly from a lead's timeline.Jordan Park | RevPilot — Close CRM & Sales Ops
4. 5:314:01Building a Multichannel WorkflowCurrentA step-by-step walkthrough of building a workflow cadence that combines email threads and SMS messages with specific time delays.Jordan Park | RevPilot — Close CRM & Sales Ops
5. 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.Sam Queen, CloseDr