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Close CRM Lead Engagement Enhancer

Streamline your sales process by automating lead engagement with personalized emails through Close CRM and Loops. Trigger a series of tailored communications based on lead status updates in Close CRM.

Connect Prefix with Close and Loops to:

Ensure consistent follow-up with leads by automating email outreach based on their CRM status.
Save time on manual data entry and email drafting by leveraging the integration between Close CRM and Loops.
Increase lead engagement with personalized, timely emails that move prospects through the sales funnel more effectively.

Integrate seamlessly on Prefix with

Available Actions

Prefix's AI can intelligently identify and connect these actions and many others together for any workflow you need.

Search Leads

Update Lead

Find Contact

Send Transactional Email

Try these actions on Prefix

Create powerful shortcuts and utilities using these actions with our automation AI in minutes, or get a demo for your particular use case.

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Connecting your Close and Loops accounts

All account information is stored securely in our encrypted vault. Once you've connected your accounts, Prefix's AI can continue to use these actions to help you build powerful automations and internal tools.

Find and select Close from the list of Featured Apps on your Prefix dashboard. You should see a popup similar to the one pictured below asking you for some information about your account.

Then, if you're unsure where to find this info:

Close CRM Lead Engagement Enhancer

Connect Prefix with Close and Loops to:

Available Actions

Try these actions on Prefix

Connecting your Close and Loops accounts

Set up Close actions

Set up Loops actions