Product Updates

You can now automatically trigger a Workflow based on Custom Activity, Opportunity, and Contact events. With these new powerful triggers, here are just a few examples of what you can automate:

• When an Opportunity has been marked Won, update the Lead Status to "Customer".
• When a "Customer Interview" Custom Activity has been published and the "Send Gift" field contains "Yes", send an email to the contact who participated in the interview asking for their address and create a Task for the account manager to send the gift.
• When a Contact unsubscribes from email, update the Lead Status to "Opt Out".

In addition to the new Triggers, we've expanded the options of which Contacts you can enroll in the Workflow based on the Trigger type you selected. This includes the Contact associated with the Opportunity for Opportunity events, any Contact associated with a Custom Activity event, and more.

Watch this quick demo to learn more:

Automate more in Close with Custom Activity, Opportunity, and Contact Workflow Triggers!

Smarter Filtering Across Leads and Conversations

• New Zoom recording filter: A new filter is available on the Leads page that will let you return Leads that have meetings with Zoom recordings.
• Improved Conversations filter: On the conversations page, when you filter for the "Recorded calls only" it will also now also include calls with Zoom meetings, giving you a more complete view of recorded interactions.
• Timestamp support for date filters: Date-based filters (like Lead creation date, Contact update time, etc.) now support hours and minutes, not just full days. This allows for more granular reporting and filtering—especially useful for automation triggers.

Calling & Transcripts

• Speaker Visualizations: For calls with transcripts, speaker visualizations now appear directly in the scrub bar, making it easier to scan and navigate between speakers—eliminating guesswork about who said what.
• Improved call outcome labels: We've made a small but important change to how we label call activity in the timeline. Previously, if a call was either unanswered, busy, or rejected, we always showed: "Attempted to call [Number]". We know a call being actively declined or blocked is different from it going unanswered. Now, if the call was busy or rejected, we'll show a clearer message: "Call to [Number] was busy or rejected". We hope this distinction helps your team better understand call outcomes and what to do next—whether it's retrying later or following up another way.

Zapier Improvements

• Lead field is now optional: In the "New Contact" and "New Opportunity" Zap actions, the Lead field is no longer required—giving you more flexibility when creating new records.
• Export transcript utterances: The "New Call Transcript" trigger now lets you export individual lines of a call transcript, so you can feed more detailed data into your workflows.

Bug Fixes

• Fixed an issue where you needed to refresh the page to make a call after adding an external number.
• Fixed a bug where the dialer didn't load properly in user-specific Smart Views.
• Resolved a layout issue in the Lead File tab where action buttons could become misaligned.
• Improved spacing when multiple avatars appear on an activity item.

• Draft workflows: New workflows now begin in draft mode by default. Drafts won't appear in enrollment dropdowns and won't run any triggers until you're ready to publish them. This makes it easier to build workflows without the risk of a Contact or Lead being added before it's ready.
• Minute-based delays: Alongside day and hour delays, you can now schedule actions with delays as short as a few minutes—ideal for tighter, time-sensitive automation flows.
• More workflow actions: From any workflow's detail screen, you can now rename, duplicate, archive, or grab a shareable link from a new actions dropdown.
• CC/BCC support for Follow-up Workflow enrollments: You can now include CC or BCC recipients on emails sent as part of a follow-up workflow enrollment. When composing an email with CC/BCC recipients and selecting "If no reply, enroll in a workflow," those same recipients will now automatically carry over to email steps within the selected workflow.

From the lead page and the Inbox, you can now select SMS conversations to follow you around the app, docked to the bottom of the screen. When new messages come in, you'll see them right away, and we'll play the notification sound, too.

What's New

• Call Transcript Playback: The call transcript playback now has a more compact design that optimizes vertical space, making playback more seamless. You can now interact with the scrub bar before hitting play, and we've added a convenient "Copy link to current time" action for call recordings. Additionally, the "Copy Transcript" button has been moved to the player actions for easier access.

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• Report Sharing: You can now share saved reports—like Activity Overview, Activity Comparison, and Funnel reports—with individual team members or groups in Close. Previously, any changes made to a shared report were only saved for the person who made them. Now, when a shared report is updated and saved, those changes are reflected for everyone, keeping your team on the same page.
• Workflows: When configuring workflow triggers, you'll now have the option to disable automated enrollment (and enable at a later date) without having to remove the automation filters themselves.
• API Updates: You can now create a Contact or Opportunity without first creating a Lead. When you do, the system will automatically generate a Lead and associate it with the new Contact or Opportunity. This update simplifies the integration process by removing the extra step of manually creating leads before adding contacts or opportunities (read more).

Bug Fixes

• Fixed a bug that caused incorrect call status messages to display briefly. Previously, some users would see "Busy or rejected" flash momentarily before changing to "Call ended," which created confusion. The status text now updates correctly and consistently.

Too many Smart Views in your sidebar? We've made some big updates to help you get the clutter under control.

New Saved Views Page

Click the new icon next to the search in your sidebar to open the Saved Views page. This page shows all Smart Views, Conversations, and Reports your user has access to within your organization.

With robust filtering, this page makes it easy to find what you're looking for. Filter by type, sharing, or creator. Sort the list by creation date or last used. Use the new bulk delete feature to remove old, unused items.

Pinning Improvements

A new "Unpin" icon appears on hover for any item in your sidebar. Items you remove from the sidebar still appear in the Saved Views page, so you never lose them.

To re-pin any view, click the three dots on its row in the Saved Views page and select "Pin to Sidebar".

You can now access the Potential Contacts page directly from the Inbox and New Lead modal. This makes it faster to uncover and connect missing contacts without leaving your current workflow.

Learn more in the help docs

• Conversations: When you save a conversations view you'll now be able to share it with other users or groups.
• Workflow Editing Warning: You'll now receive a warning message if you accidentally navigate away from a Workflow with unsaved changes. This helps prevent accidentally losing your work by closing the Workflow Edit page before saving!

You can now add CC and BCC recipients to any email template. These email addresses will be automatically included whenever the template is used in Close.

Additionally, you can now sort by any column in the Email Template list, including Last Activity. You can also select multiple templates at once to unarchive, archive, or delete them. Since teams frequently create new templates while older ones become outdated, we've made it easier to organize and clean up your template list so you and your team can quickly find the templates that matter most.

There are two new options for Workflow conversion goals — Meeting Booked and Lead Status Change.

• When Meeting booked is set as a workflow goal, the workflow automatically pauses and marks the contact as converted as soon as they book a new meeting.
• With Lead status change as a conversion goal, you can select specific lead statuses that trigger the conversion. When a lead's status changes to one of your selected options, the workflow automatically pauses. This is perfect for workflows targeting cold prospects that shouldn't continue once the lead progresses further in your sales funnel.

What's New

• Call Recording Controls: You can now start, pause, and resume recordings on live calls to maintain compliance while still capturing call recordings. Additionally, you can delete recordings and transcripts when needed — if you have permission to delete activities, you'll find this option in the more menu for calls.
• Bulk Enroll Contacts: When viewing a Lead, you can now enroll multiple — or all — Contacts from that Lead into a Workflow.
• Email Meeting Guests: A new option on meetings lets you quickly email all guests — useful for sending follow-ups or confirming attendance.
• Recent Email Templates: The most recently used templates now appear at the top of the template picker.
• Integration Link Icons: The favicon from the destination website is now automatically shown next to each integration link.

You can now add attachments to SMS templates. Attachments can only be sent to US, CA, and AU numbers.

Before, you had to keep closing and opening the sidebar to edit workflow steps, which made the screen jump around and was hard to work with. Now, you can see and edit everything at once. We've also made the layout more stable so things don't move around as much when you make changes.

In the Workflow list, we added the option to sort by any column, added a new "last activity" column, and made a few visual design updates to polish things off. Finally, we also added the option to select multiple workflows at once. All these changes were made to help you find your most important, active workflows quickly and ensure your team's Workflow list can easily be cleaned up.

You can now instantly share Smart Views with entire groups within your organization. Previously, sharing required selecting individual users one by one. With this update, selecting a group grants all current and future members automatic access to the Smart View.

This feature is available to Enterprise customers who have at least one group in their account.

• Automatic Access: New members of a group gain access to all shared Smart Views.
• Dynamic Sharing: When group memberships change, visibility of the Smart View in their sidebar updates automatically.

To share an existing Smart View with a group, click the edit icon. If your organization has groups, you'll see a "Groups" tab where you can select groups to share with:

To create groups, go to Settings and select the "Team Management" tab. Your plan must include groups access for this feature to appear.

• The quick insert menu is now available when composing an SMS message. You can use a snippet to save time with common replies, and add a scheduling link to make scheduling a meeting more efficient.
• The email and SMS templates table now displays the last-used date for each template and how many workflows it's currently part of. You can also sort any column in the table, making it easier to find commonly used templates or old unused ones that can be deleted.
• In the Leads and Contacts list, you can quickly add a filter for a column by clicking the options menu in the header. You can also add a column to display the full primary email and phone number directly in the list view.
• When you click on an SMS message in the inbox, the SMS composer now opens by default, eliminating the extra click needed to start replying.
• The phone number dialpad has been redesigned with a modernized layout for easier number input.

We made two updates to make importing and managing your data in Close more seamless.

Importing Opportunities

You can now create or update opportunities using the importer, making it easier than ever to manage your sales pipeline.

Importing opportunities follows the same familiar flow as importing leads or contacts. Simply map the necessary fields during the import process, and Close takes care of the rest.

Error Handling

We've made it simpler to address import errors. The importer's pre-validation now checks for issues across all field types, including text, number, and date fields.

During the field assignment step, Close automatically identifies errors and provides the option to fix them directly within the review modal. There's no need to edit your spreadsheet or start over. Simply make corrections on the spot and continue with the import.

• On a lead page, whenever there is an email thread with at least two sent and received messages, you can (1) summarize the thread or (2) quickly expand all emails in the thread — saving time on long email chains.
• When adding a Contact to a Workflow, you'll now see a Recent Workflows section, making it faster to enroll contacts in workflows you regularly use.
• You can now quickly create a new lead or assign a number to an existing lead when reviewing missed calls from unknown numbers on the Conversations page.

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• A new filter lets you find Leads or Contacts that have or have not been enrolled in a Workflow, making it easy to identify contacts that still need outreach.
• Close will now notify you if your microphone is muted when you try to talk to a lead.

Bug Fixes

• Fixed an issue causing outbound calls to be stuck in a created state when hanging up immediately after starting a call.

We've made a number of improvements to our Inbox experience to help you drive your inbox count to zero and focus on high value items first.

Customizable Primary Tab

You can now control which items show up in your primary tab and your Inbox count. This allows you to focus less on lower value Inbox items (e.g. follow-up reminders, OOO messages, etc.) and more on human-sent messages if you prefer.

To customize your Primary tab, simply locate the setting icon near the top of the Inbox page. Any items that you deselect will still be available in their dedicated Inbox tabs.

Reminders Tab

We've added a tab dedicated to reminders that will show you any follow-up reminders (both email and opportunities) separate from emails and other items.

Send + Done and Reply Detection

We will now automatically mark emails as Done when you send a reply by default. Previously, each send required a redundant click to remove the item from your Inbox. If you're in a scenario where you'd prefer to send a reply but keep the item in your Inbox, you can.

We've also made it easier to keep your Inbox clean when you email inside and outside Close. Whenever we detect a reply to an item currently in your Inbox, we'll mark it as Done so that you don't have to clear out items you've already handled. These items are still available in your Done folder.

Item Deduplication

We've improved the experience when receiving an email or SMS message from an address or phone number associated with multiple leads. Rather than that item being duplicated for each lead, you'll see a single item in your Inbox. You can view the other associated leads if desired, and marking the item as Done on one lead marks it as Done across all leads where it appeared.

SMS Conversation View

When receiving SMS replies and new messages in your Inbox, we'll now show you the full communication history between you and the contact. This gives you full context into the conversation and makes it easier to reply directly without leaving the Inbox.

You can now use natural language to search and filter your Leads and Contacts in Close. Our AI-fueled Search allows you to find leads faster by taking your prompts and automatically building filtered lists for you.

• Sort by "Choice" Custom Fields: You can now sort leads by Custom Fields with the "Choice" type with the option to choose ascending or descending. This is useful if you want to group your list by data you record in a choices field (e.g. calling all of the leads in the same industry at once).
• Refreshed Send Email Report: We've completely redesigned the Sent Email Report. The updated design is cleaner, more organized, and looks great on both mobile and desktop. You can also now easily sort the table by any field by clicking on the column headers, which is useful if you're looking for specific information such as your most commonly used templates.
• Custom Activities can now be archived: Previously, you had to delete every custom activity record that existed before you could delete the custom activity type. Now, you can archive a specific Custom Activity Type without having to do all that tedious manual work. You will not be able to create new instances of Archived Activities, but existing instances will continue to be shown on Leads. Archived Activities don't count against your plan limits.

Bug Fixes

• Custom Activity Issues:
• We fixed an issue where valid Custom Activities would be kept in the "Draft" state when collapsed. Collapsing a Custom Activity will now have the same effect as pressing "Done."
• We also fixed a similar issue where Custom Activity instances would be saved in the "Draft" state even with all required fields present. They will now only be set to "Draft" if required fields are missing.