megachangelog
Feature

Native Scheduling

Close now includes native scheduling capabilities, allowing you to book meetings with customers or prospects directly from the Lead Page without leaving the platform.

Scheduling meetings has always been tedious, but we built native scheduling capabilities in Close. Now, you can book a meeting with a customer or prospect directly from the Lead Page!
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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.

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