How to Trigger Sequences in Close CRM | Step-by-Step Tutorial

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In this video, I'll show you how to automate sub-sequences in Closed CRM. We'll start by creating a smart view that acts as a bridge between pipeline stages and subsequent actions. Then, we'll set up a sub-sequence that sends three emails to a contact after a second meeting is booked. I'll guide you through creating email templates and setting delays between each step. Finally, I'll demonstrate how to trigger the sub-sequence when a new contact enters a smart view. Get ready to streamline your CRM workflow!

[@Brandon-jq1hz]

Ludo can you make a video on ghl vs close

[@theludodeangelis]

Hey, I’ve actually never used GHL Brandon!

[@user-zi6zp7hb6n]

i love close @@theludodeangelis

[@theludodeangelis]

me too boss@@user-zi6zp7hb6n