Close CRM: Creating Automated Email Workflows

All demos from “Close CRM Tutorial 2026 (full demo)”

1. 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.Close CRM· Sync leads to CRM
2. 11:292:32Navigating Lead Profiles and Activity HistoryShows the lead profile view in Close, including contact information, historical activity logs, and opportunity status.Close CRM· Sync leads to CRM
3. 17:451:54Managing Sales Pipelines and Deal StagesWalks through the pipeline view, showing how to move deals through stages from demo to contract.Close CRM· Sync leads to CRM
4. 32:262:52Sales Activity Reporting and Funnel ViewsDemonstrates the reporting dashboard, filtering by activity type, call duration, and funnel conversion metrics.Close CRM· Sync leads to CRM
5. 36:212:14Creating Automated Email WorkflowsCurrentShows how to build an automated sequence (workflow) in Close, including template selection and scheduling delays.Close CRM· Build a cold-email sequence
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.Close CRM· Sync leads to CRM
7. Watch “Close CRM Tutorial 2026 (full demo)” →

Build a cold-email sequence

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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 WorkflowsCurrentShows 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 recordsShows 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