Close CRM: Sending individual emails from lead records

All demos from “Getting Started with Email in Close | How to Send and Manage Emails from Your CRM”

1. 0:361:02Connecting email accounts to Close CRMDemonstrates how to navigate to settings to connect an external email account and configure signatures for a centralized inbox.Close CRM· Set up domains & inboxes (SPF/DKIM/DMARC)
2. 1:361:27Sending individual emails from lead recordsCurrentShows the interface for selecting a contact and sending a direct email message within the CRM view.Close CRM· Build a cold-email sequence
3. 3:001:19Creating and managing email templatesWalks through the template settings to create subject lines, body content, and shared snippets for the organization.Close CRM· Build a cold-email sequence
4. 4:171:44Bulk emailing and automated workflowsDemonstrates how to filter lead lists and enroll them into bulk email workflows or automated sequences.Close CRM· Send at scale with inbox rotation
5. Watch “Getting Started with Email in Close | How to Send and Manage Emails from Your CRM” →

Build a cold-email sequence

Close CRM12Instantly12Pipedrive12Smartlead12Snov.io12Hunter6Lusha5Reply.io5Apollo4Waalaxy2Lead Loft2MailerLite2Outreach2Beehiiv1GoHighLevel1

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 SequencesWalks 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 recordsCurrentShows 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