Update Opportunity step
Workflows in Close now support automatically updating existing opportunities based on trigger events in the CRM, enabling more sophisticated automation for sales processes.
Source: original entry ↗
More from Close
Follow Close to get its new changes in your feed and email digest.
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.
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.
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.