2:422:10Automating Opportunity Creation in Close CRMA walkthrough of setting up a workflow trigger that automatically creates a sales opportunity when a specific lead status or custom property is updated.Close CRM· Sync leads to CRM
4:541:45Automated Lead Enrichment WorkflowDemonstration of using Close CRM's internal workflow tools to enrich lead data and update custom fields based on activity triggers.Close CRM· Append firmographic/technographic data
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.Close CRM· Build a cold-email sequence
2:422:10Automating Opportunity Creation in Close CRMA walkthrough of setting up a workflow trigger that automatically creates a sales opportunity when a specific lead status or custom property is updated.Close CRM· Sync leads to CRM