About this event
Unlock Revenue: More Powerful Automation, Fewer Zaps
This session is designed for Close admins, ops teams, sales leaders, and partners.
Stop juggling expensive, unreliable integrations. Close's automation has leveled-up with two big improvements: upgraded Workflows and MCP.
On October 22nd, join Nick Persico, Senior Product Manager and Sam Wild, Senior Product Marketing Manager to learn all latest workflow capabilities that turn Close into your all-in-one sales hub.
Then, meet the next frontier of CRM automation: MCP (model context protocol). See how you can easily connect Close to ChatGPT, Claude, n8n, and more to offload CRM tasks.
What’s new in Workflows:
- Manage holiday schedules: using new functions in Workflows
- Event-based triggers: Automatically kick off workflows when calls, opportunities, or leads change.
- Expanded actions: Create Opportunities, update Leads, and assign Tasks—all from workflows. Plus, email/SMS and setting emails as drafts.
- Operational flexibility: Run delays, “to-dos,” and multi-step processes reliably inside Close.
- Runs view: Track and debug every automation with full transparency, in detail.
Live Q&A included!
This webinar will be recorded and available for on-demand replay after the live session.
Close
The CRM for small, scaling businessesClose is the only Sales CRM built for engagement – a powerful, fast tool designed to help ambitious teams manage leads, build relationships, and close more deals.
