New Trigger! Meeting Trigger is live

You can now use the Meeting Trigger in Close to automate actions whenever a meeting is scheduled, started, completed, canceled, or declined. Stay on top of your workflows with real-time updates, ensuring no detail falls through the cracks.

What This Means for You:

• Instant Updates: Get notified as soon as a meeting's status changes, from being scheduled to completed or even declined.
• Streamlined Processes: Automate follow-ups or updates based on meeting outcomes without manual intervention.
• Enhanced Team Coordination: Keep everyone aligned by triggering tasks or notifications as meeting statuses change.

Use Cases:

• Automated Follow-Ups: Trigger an email to attendees immediately after a meeting is completed to thank them or provide additional resources.
• CRM Updates: Update a contact's record in Close when a meeting is canceled or declined, helping your sales team stay informed.
• Team Notifications: Post updates to a team Slack channel when a meeting is scheduled or started to ensure everyone is in the loop.

New Trigger! New Call Transcript is live

We’ve just rolled out a new trigger for Close: New Call Transcript! This trigger activates whenever a new call or voicemail transcript is added to your Close account, making it easier than ever to automate workflows and stay on top of your communications.

What This Means for You:

• Streamlined Workflow Automation: Automatically trigger actions when a new transcript is available, saving time and keeping your processes moving.
• Enhanced Communication Tracking: Easily integrate call transcripts into your broader CRM or analytics workflows.
• Improved Follow-Up Processes: Use transcript data to personalize follow-ups or trigger next steps without missing a beat.

Use Cases:

• Custom Analytics Dashboards: Pair with Google Sheets or Airtable to log call transcripts for trend analysis or team performance metrics.
• Automated Follow-Ups: Integrate with Gmail or Slack to notify team members or send emails when specific keywords are detected in a transcript.
• CRM Enrichment: Sync transcripts with tools like Salesforce or HubSpot to maintain comprehensive contact records and action items.

Ready to supercharge your Close integrations? Start building with the New Call Transcript trigger today!

New Action! Bulk Email Creation is live

You can now use the Create Bulk Email action in Close to send a bulk email to a group of leads. This feature streamlines your email campaigns, making it easier than ever to engage with multiple recipients directly from your Close workflows.

What This Means for You:

• Enhanced Productivity: No need to manually set up bulk emails—automate the process with this new action.
• Improved Outreach: Reach a broader audience with personalized, impactful email campaigns.
• Seamless Integration: Combine this action with other apps for powerful, automated marketing workflows.

Use Cases Enhanced by This Feature:

• Lead Nurturing: Trigger a bulk email campaign when new leads are added to a specific Close list.
• Event Promotion: Send a bulk email to all leads tagged with a specific event or campaign.
• Customer Updates: Share product updates or announcements with a group of active customers directly from your Close CRM.

New Feature! Find Contacts search is live

We’ve just added a brand-new Find Contacts search to Close! This feature lets you quickly and easily locate existing Contacts in your Close account, streamlining your workflows and saving you time.

What This Means for You:

• Effortless Searching: Easily locate existing Contacts within your Close database during your automated workflows.
• Save Time: No more manual searching for Contacts—Zapier will do the heavy lifting for you!
• Seamless Integrations: Keep your workflows moving smoothly with accurate, automated contact matching.

Use Cases Enhanced by This Feature:

• Follow-Up Made Easy: Use Find Contacts to automatically locate and update a Contact before sending a personalized follow-up email through Gmail or another email tool.
• CRM Updates: Ensure your Close CRM stays up-to-date by using this search to check for existing Contacts before creating new ones.
• Lead Management: Match Contacts with leads from other platforms like Typeform or LinkedIn Ads, ensuring no duplication and better organization.

New Trigger! The "New Inbox Item" Trigger is live

Great news! You can now use the New Inbox Item trigger with Close. This trigger activates whenever a new item is created in your Inbox, Done, or Future folder, keeping your workflows running smoothly and efficiently.

What This Means for You:

• Stay Updated Instantly: Automatically respond to new tasks, messages, or items added to your Inbox, Done, or Future folder.
• Boost Productivity: Seamlessly integrate Close with your favorite tools to handle updates as soon as they occur.
• Save Time: Reduce manual checks by triggering actions in real time whenever a new item appears.

Use Cases:

• Streamline Task Management: Create Zaps to notify your team in Slack whenever a new item is added to your Close Inbox.
• Stay on Top of Follow-Ups: Automatically add new Inbox items to your project management tool, like Trello or Asana, for seamless task tracking.
• Automate Customer Touchpoints: Trigger personalized emails or updates in your CRM whenever a new item shows up in Close.