How to Use Close CRM Workflows the Right Way (Email + SMS Automation)

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Want to automate your email and text follow-ups inside Close CRM—without code, Zapier, or complicated tools? In this video, I’ll show you exactly how to build a complete follow-up automation system using Close.com workflows in under 3 minutes.

We’ll walk through step-by-step how to:
– Set up auto-email and SMS sequences in Close
– Trigger follow-ups based on lead status or rep actions
– Create simple workflows that save time and boost conversions
– Use Close CRM’s built-in automation tools—no integrations needed

Whether you're a sales operator, founder, or sales team lead, this video will show you how to scale your outreach and never drop a lead again.

⏱ Time to build: Less than 3 minutes.

🔧 Tools used:
→ Close.com Workflows (no external tools required)
→ Email + SMS Follow-Up Triggers
→ Custom Pipeline Actions

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