Next-Gen CRM Automation

Upgraded Workflows, ChatGPT, and Claude

Stop juggling expensive, unreliable integrations. Close's automation has leveled up with two big improvements: upgraded Workflows and MCP.

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.

‍