How do you set up Close CRM sequences in 2026?
Quick Answer: As of April 2026, Close CRM sequences are built by creating a Sequence in the Sequences tab, adding email and call steps with delays, defining enrollment rules (manually or via a Smart View), and turning on tracking. Close enrolls leads automatically when assigned to the sequence and pauses after replies.
Setting Up Close CRM Sequences
Close CRM sequences automate outbound multi-touch cadences across email and calls. As of April 2026, setup takes under 30 minutes for a new team.
Step 1 — Create a Sequence
In Close, navigate to Sequences → New Sequence. Name it (e.g., "Cold Outbound — Q2 2026"), set the timezone, and optionally set sending hours (e.g., 9am-5pm Mon-Fri).
Step 2 — Add Steps
Add steps in order. Each step is one of:
- Email — Choose a template or write inline; supports merge fields like
{{lead.contact.first_name}} - Call task — Creates a call task on the lead
- Wait — Delay between steps (typically 2-4 days)
A typical 4-touch sequence: Email → Wait 3 days → Call task → Wait 2 days → Email → Wait 4 days → Email (breakup).
Step 3 — Define Enrollment
Two enrollment patterns:
- Manual — Reps add leads from the lead view ("Add to Sequence")
- Smart View — Save a filter (e.g., "Status = Potential AND Created in last 7 days") and bulk enroll matching leads
Step 4 — Tracking and Pauses
Close pauses the sequence automatically when a lead replies, books a meeting, or moves to a closed status. Configure pause rules in Sequence Settings (e.g., pause on opportunity creation).
Step 5 — Monitor
The Sequences dashboard shows enrolled, completed, replied, and bounced counts. Open and reply rates surface per step so reps can iterate on subject lines and copy.
Pricing Note
Sequences are included on Close CRM Startup and above ($59/seat/month and up as of April 2026).