NEW Close CRM Feature: Automatically Create Opportunities!

Close CRM just released a game-changing update: you can now use Workflows to automatically create Opportunities.

In this step-by-step tutorial, I’ll show you how to set up Opportunity automation inside Close and share real examples you can use right away:

✅ Create a new Opportunity automatically when a Lead status changes to Qualified
✅ Trigger Opportunity creation when a Call Outcome is logged
✅ Use a Custom Activity to pre-fill and assign Opportunities to the right rep
✅ Automate the full process: lead creation → enrichment → scoring → assignment → Opportunity creation

With this new feature, your team never has to worry about manually creating Opportunities again — saving hours of admin time while making sure nothing slips through the cracks.

🔑 Why this update matters:
Every qualified lead gets an Opportunity, instantly.
Keep your pipeline accurate and up to date.
Let reps focus on conversations, not CRM clicks.