Close CRM: Bulk emailing and automated workflows

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 recordsShows 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 workflowsCurrentDemonstrates 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” →

Send at scale with inbox rotation

Close CRM1Smartlead12Instantly10Reply.io2Snov.io2HeyReach1SmartReach.io1

1. 4:171:44Bulk emailing and automated workflowsCurrentDemonstrates how to filter lead lists and enroll them into bulk email workflows or automated sequences.Close