Close CRM: Setting Workflow Enrollment Triggers

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 WorkflowA 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 TriggersCurrentShows 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)” →

Sync leads to CRM

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1. 3:242:51Lead and Contact Hierarchy in CloseDemonstrates the lead and contact structure, showing how to organize company information, email addresses, and custom fields within a lead profile.@CloseDr
2. 7:322:09Configuring Custom Lead Fields and ActivitiesDemonstrates how to build custom fields and activity types to track specific lead data like organic source and contact outcomes.@CloseDr
3. 11:292:32Navigating Lead Profiles and Activity HistoryShows the lead profile view in Close, including contact information, historical activity logs, and opportunity status.@CloseDr
4. 17:451:54Managing Sales Pipelines and Deal StagesWalks through the pipeline view, showing how to move deals through stages from demo to contract.@CloseDr
5. 32:262:52Sales Activity Reporting and Funnel ViewsDemonstrates the reporting dashboard, filtering by activity type, call duration, and funnel conversion metrics.@CloseDr
6. 40:502:41Setting Up Smart Views for Lead ManagementDemonstrates how to create 'Smart Views' using filters to organize leads into actionable buckets for sales reps.@CloseDr
7. 2:151:59Managing the Close CRM InboxDemonstrates how to navigate the centralized inbox in Close to manage tasks, emails, and lead assignments.@JordanRPark
8. 9:592:05Creating opportunities and lead profilesWalks through creating a new lead profile and adding specific sales opportunities with deal values.@JordanRPark
9. 13:331:39Customizing lead statuses and stagesDemonstrates how to modify lead statuses and drag-and-drop stages to match a specific sales process.@JordanRPark
10. 18:542:41Pipeline management in CloseShows how to build and manage multiple sales pipelines and move deals between stages.@JordanRPark
11. 7:182:15Managing lead statuses and pipeline overviewA walkthrough of the lead profile view in Close, showing how to organize accounts by statuses such as 'Qualified', 'Interested', and 'Active'.@CloseDr
12. 9:372:54Setting Workflow Enrollment TriggersCurrentShows how to configure triggers and filters to automatically enroll leads into a specific workflow based on status or opportunity events.@JordanRPark