Product Updates

We released a brand new Conversations page in Close. Easily find and review calls and meetings without digging through leads.

• Keyword and phrase filtering. Search through notes, transcripts, and summaries to find calls and meetings about a particular topic.
• Filter by call properties. Filter to only show calls in particular directions, over or under certain durations or talk time percentages*, or only for calls that were recorded.
• Filter by User or Smart View. Review calls made by a particular User or calls made to Leads in a particular Smart View.
• Save views for easy access. Easily save your filter sets to avoid having to recreate them later.

*Transcripts, summaries, and talk time percentage are only available on calls made with Call Assistant enabled.

What's New

• The Leads and Contacts tables now have a "Hide Column" action.
• Now outbound SMS messages have an outbound icon for quick distinction between inbound and outbound messages in the activity feed.
• When reviewing a call transcript, clicking "Jump to current time" now takes you directly to that point instead of scrolling. This is faster and less disorienting.
• We changed the Activity badges (call, email, task, etc.) icons. We updated the color and contrast of each icon making it easier to pick out different activities while scrolling the activity feed.
• We added "3 Months" as a snooze option for tasks or reminders.
• When using our mobile app, the share menu on Leads now uses device native share functionality when available. Now, if you're on your phone you can quickly send a Lead through Slack, iMessage or any available app on your phone.
• We updated and added new actions to Zapier:
• Added three new search actions: Find Group, Find Meeting(s), and Find Contact(s)
• Added Email unsubscribe as a new trigger
• When running a bulk action through Zapier, you're now required to specify a Lead Smart View. This will protect against accidentally running the bulk action for all your Leads in Close.
• When using the Bulk Workflow Subscription Action, you can now select a Contact Smart View as well as a Lead Smart View.

Bug Fixes

• When you duplicate an archived Email Template, the new template will no longer be archived at the time of creation.
• When creating or editing a Scheduling Link, you could save a new link without a valid URL. This is now fixed and we validate there is a valid URL before saving.
• Attempting to remove the last admin in an organization will now require you to set a new admin first.

We released the email-sending limits, allowing admins to define the limits for both regular (Gmail, Outlook, etc.) and mass-sending email accounts (SendGrid, Mailgun, etc.). These limits affect all connected accounts within a single Close organization.

These sending limits impact bulk and workflow emails (one-off emails are not limited). It's possible to apply them per day or hour, and it's possible to define the minimal amount of sending time between emails to limit bursts.

Find out more in our help article.

We released an update to our email unsubscribe functionality. Earlier this month, when we released the functionality to automate managing your unsubscribes you could either turn it on or off for your entire organization.

Now, after this past release, it's much more flexible with:

• Customizable unsubscribe links. Match your brand and email template types with specific messaging.
• Find and manage your unsubscribed contacts. Filter, search, or create a Smart View to find every unsubscribed contact.
• Undo an unsubscribe. Resubscribe contacts who may have accidentally unsubscribed in a click.

Find out more in our help article.

We've added the ability to save your column set as part of your Smart View.

When creating a new Smart View or updating an existing one, we'll automatically save your column set so that it loads along with the Smart View. This will help teams that want to focus on different pieces of information on the Lead or Contact when using particular views.

If the Smart View is shared, any user that accesses the view will automatically see the saved columns.

We released Snippets, which allows you to add a sentence or paragraph of text you type frequently and insert it into the email, SMS, notes, and template editors.

The quick insert menu is a new way of interacting with editors. By typing / you can insert a snippet, scheduling link, or template tags into the editors.

We also slightly adjusted our pricing — from now on, only shared email templates, SMS templates, and snippets count toward organization limits.

You can now enforce a hardcoded unsubscribe link on all Bulk and Workflow emails for your organization.

More unsubscribe functionality — including the ability to customize the unsubscribe link and manage unsubscribed contacts — has since been shipped as a follow-up update.

What's New

• You can now report issues for calls linked to meetings.
• The call activity section has been reorganized to display information vertically, replacing the previous tab or dropdown format.

Bug Fixes

• Fixed an issue where a disconnected Calendly account did not show as disconnected in the system.

• You can now drag and drop columns to quickly change their order.
• When submitting a support ticket from Close, you can now record a session to submit along with your ticket. This session recording tracks errors you may be seeing. Note: it does not record audio.
• Call recordings now automatically pause when you are no longer viewing the recording. If a call is already playing and you start another, only the new one will play.
• Our ChatGPT plugin now has access to transcription summaries from calls and voicemails for teams using Call Assistant.
• You can now swipe between lead page tabs in the Close mobile app.
• You can now copy field text from any custom fields on Custom Objects, similar to the options on Lead, Contact, and Opportunity fields.

Bug Fixes

• SMS attachments will now send with the correct file name. Previously, PDFs were sent with a generic application_1.pdf name.

Calls will now automatically attach to Meetings in certain scenarios to help declutter your activity feed.

Notes:

• Calls placed from Close less than 15 minutes before the start of the meeting or during the meetings scheduled time will be automatically attached.
• The call must be placed to number associated with a contact attending the meeting or a phone number listed within the meeting itself.
• Multiple calls can be linked to the meeting in case or disconnects or unanswered attempts.
• Calls attached to Meetings are still tracked in reporting as they were previously.
• Notes taken within the Meetings field are also reflected on the attached calls when accessed through the API.
• At this time calls can not be manually attached or detached from meetings.
• Calls will only be attached when the Meeting exists prior to the call being placed. There is no historical linking associated with this feature.

We've released the V1 of the Close app for Android. You can download it by clicking on this Google Play link.

On top of that, we added push notifications and inbound calling support (both iOS and Android).

Call Assistant Improvements

• As audio plays, the transcript automatically scrolls to stay in sync.
• Speaker charts now display in all calls with transcriptions, showing the breakdown of talk time between each person. Click anywhere in the chart to navigate to that spot in the recording.
• Calling service connectivity has been further improved. The phone icon in the top right of the app now indicates the calling service status — it pulses while a connection is being established and turns red if the connection fails.

Leads and Contacts List

• Click on a column header to quickly sort by that column.

Email Editor

• New "Clear formatting" option removes styling from selected text.
• You can now choose custom colors for text or text highlights.
• If a regulatory bundle you submitted is rejected, the notification now includes the specific document that was rejected and the reason why.

Bug Fixes

• Fixed native mobile app issue where attempting to edit an old draft email would show a blank pop-up.

• Customers with an approved A2P 10DLC campaign will automatically receive SHAKEN/STIR Level A attestation.
• The Call Assistant transcript UI has been updated with distinct colored icons per user and a refreshed layout, making transcripts easier to read and scan.
• If a new contact appears in an email thread within a Lead, you can now add them as a contact in one click.
• Easily copy and share a lead page URL.
• Mobile app updates:
• Push notifications for incoming SMS, missed calls, and new voicemails
• Option in call settings to disable inbound calls to your device
• Quick action buttons (Email, SMS, Call)
• Search bar now always visible instead of appearing in a popover
• New Zapier version with improved Notes actions.
• Updated thumbnail display for attachments and improved spacing in the Lead Activities list.
• SMS replies now automatically use the same phone number that sent the original message (if still available).
• Voicemail email notifications now link directly to the Lead with the voicemail filtered in the activity feed.
• Failed emails can now be edited and re-sent.

When you open a Lead from a lead search, contact search, or Smart View, you'll now see a button at the bottom-right corner.

You can use that (or j and k keyboard shortcuts) to navigate the list.

When enabled, Call Assistant adds new functionality to any calls recorded in Close.

Transcriptions

Call Assistant automatically transcribes all recorded calls made through Close.

• Know exactly what was said without painstaking review
• Skim the transcript and jump to any point in the conversation by clicking on the text
• Speaker labels help you understand who said what

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• Search through transcriptions at the transcript level, or use Lead search to find all leads with transcriptions containing specific words or phrases.

Summaries

• Call Assistant generates a short summary after each call based on the transcript.
• Get the gist of each conversation without relying on notes, and review previous interactions much faster than before.

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• Updated the Lead Page SMS editor:
• Improved look and feel.
• "Send Later" menu now has the same options as the Email editor.
• Unusable phone numbers are now visible (but disabled) in the From/To selects.
• Scheduling Links can now be inserted into SMS messages.
• Contact name is now displayed on the Opportunity card in the Pipeline report.
• Updated the look and feel of several Lead Activities: Opportunity Status Change, Task Completed, Custom Activities, and Lead changes.
• Added a thread count badge to Inbox items.
• Added animations to upcoming activities and modals across the app.
• Updated SMS, Lead, Note, and History icons.

We've launched two new customization capabilities for Workflows.

Schedules

You can now set your own Workflow communication schedule on each Workflow in Close. Simply select the days of the week you're hoping to send, along with your hourly sending window.

Note: This schedule only applies to communication steps (e.g. calls, emails, SMS). Any tasks or instant actions will process outside of this window.

Pausing

You now have more control over what pauses your Workflows. Optionally disable automated pausing when receiving incoming calls, emails, or SMS if you would rather your Workflow continue to run.

You can now connect ChatGPT and your Close data — which means using the power of Generative AI to write emails, provide valuable prospect insights, segment leads and contacts, and analyze reporting data.

Find out more about the best use cases in our blog article.

We've added a new Meetings section to your Inbox experience in Close.

This section allows you to:

• Easily see a daily view of your upcoming or past meetings.
• Navigate to future or previous days to see what's coming up or review past meetings.
• Go to the Lead directly by clicking on the meeting.

• Sequences have been renamed to Workflows, and any Workflow can now have automated triggering criteria.
• Triggering criteria can include most fields related to the Lead and associated Contacts.
• The trigger fires any time a lead is created or updated to match your specified filters. Leads already matching the criteria when the trigger is set will not be enrolled retroactively.
• Only the primary contact on the lead will be enrolled when the trigger fires.
• By default, the Workflow creator is set as the assigned user for any Workflow steps. Use Send As settings for more advanced sending options.
• For more details, see our Help Center guide.