megachangelog
Feature

ChatGPT app integration

Close now offers a ChatGPT app that allows ChatGPT to reference and update Close data, enabling users to generate custom reports, create lead lists, summarize customer interactions, and build workflows through natural language commands.

With Close's ChatGPT app, ChatGPT will be able to reference and update Close for any task you can dream up. Whether you need to generate a custom report, research and create a new lead list, get a summary of recent interactions with a customer, or create new Workflows - all you have to do is ask ChatGPT to take care of it for you.
aichatgptautomationintegrationworkflows

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Feature

New and Updated Security Features

A new Security page centralizes access control management in one place, and Single Sign-On support is now available for Google Workspace, Okta, Microsoft Entra, and other OIDC providers to streamline team authentication.

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Feature

Trigger Workflows on updated events

Workflow triggers now support updated events in addition to created events, allowing you to run a Workflow only when specific fields on existing objects or activities are modified.

workflowsautomationtriggersevents
Feature

Save email and SMS drafts as templates directly

Users can now save email or SMS messages as templates while composing them, without navigating to settings. This streamlines template creation and reuse workflows.

emailsmstemplatesproductivitymessaging
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