Close CRM: Setting up Automated Workflows and SMS Sequences

All demos from “Step-by-step 30 min Close CRM Build For High-Ticket Businesses”

1. 5:472:58Configuring Custom Activities in CloseThe video demonstrates how to build custom activities to track specific sales funnel events like triage calls and strategy sessions.Close CRM· Sync leads to CRM
2. 10:085:41Setting up Custom Fields and Lead RequirementsA step-by-step guide on creating custom lead fields, setting required data points for reps, and organizing lead information sections.Close CRM· Sync leads to CRM
3. 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.Close CRM· Multichannel (email+LI+call)
4. 27:053:05Setting up Automated Workflows and SMS SequencesCurrentDemonstrates the creation of automated workflows in Close, including SMS follow-ups and delay steps for lead nurturing.Close CRM· Build a cold-email sequence
5. Watch “Step-by-step 30 min Close CRM Build For High-Ticket Businesses” →

Build a cold-email sequence

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1. 36:212:14Creating Automated Email WorkflowsShows how to build an automated sequence (workflow) in Close, including template selection and scheduling delays.Sam Queen, CloseDr
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
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
4. 15:212:32Re-engaging Stale Leads with Automated SequencesShows how to configure a workflow that detects leads with no recent communication and automatically enrolls them into a follow-up email sequence.Jordan Park | RevPilot — Close CRM & Sales Ops
5. 23:124:25Setting up automated workflows and sequencesDemonstrates creating automated email and SMS sequences with specific time delays and triggers.Jordan Park | RevPilot — Close CRM & Sales Ops
6. 14:001:09Managing email templates and snippetsWalks through the creation of sales email templates and snippets for standardized outbound communication.Jordan Park | RevPilot — Close CRM & Sales Ops
7. 3:000:56Creating automated sequences in CloseWalks through setting up automated follow-up steps including emails, SMS, and manual tasks within a sequence.SoftSavvy
8. 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.Jordan Park | RevPilot — Close CRM & Sales Ops
9. 19:373:05Building Automated WorkflowsWalks through setting up automated sequences in Close, including triggers, email sending delays, and SMS steps.Sam Queen, CloseDr
10. 13:232:27Setting up Automated Workflows and SequencesWalks through the creation of automated email and text sequences (workflows) triggered by lead status changes.Katie Bani
11. 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.Sam Queen, CloseDr
12. 27:053:05Setting up Automated Workflows and SMS SequencesCurrentDemonstrates the creation of automated workflows in Close, including SMS follow-ups and delay steps for lead nurturing.Sam Queen, CloseDr