support center

Email

2-way email integration

Close.io offers 2-way email integration, which allows you to send email from Close.io and automatically log the replies. Close.io will auto-log any email that appears in your Sent folder, even if it was sent fr...

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Email templates

Also known as 'canned responses' Email Templates are great for sending quick common email responses to contacts within Close.io. Email Templates are extremely easy to set up, and can be shared with your entire ...

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Bulk email

How does bulk emailing in Close.io work? Close.io lets you easily send an email template to all the leads that appear in a search query or Smart View. From any search results or Smart View page just click ...

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Tracking email opens

You have the ability to view and track who has opened emails you’ve sent from Close.io: Close.io even tracks opens per recipient. You can see which recipient has opened the email and whether or not they've o...

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Inbound email setup

Close.io uses IMAP to retrieve incoming emails and attach them to leads, as long as the email address matches any contact in a lead. Close.io also associates replies coming from different email addresses to the...

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Outbound email setup

Close.io uses your email's SMTP settings to send any outgoing emails. Setting up outbound email allows you to send emails from within Close.io, but you can still track other emails you send with another email c...

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Which emails are added in Close.io?

Once you've hooked up your IMAP account to Close.io, it will start automatically linking sent & received emails to the appropriate leads & contacts in your organization, even if those emails were sent o...

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Email signatures

Text and image based email signatures are currently supported and can be created on the Your Email Settings page. Signatures are added automatically when composing messages, and can be edited before sending. ...

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Forwarding email to Close.io

Create new leads and attach emails to existing leads via email forwarding The recommended way to sync emails with Close.io is to set up your IMAP account in the email settings (see the help article on receiv...

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Can I add links and other HTML formatting in email sent by Close.io?

YES! Close.io supports formatting options for bold, italic, numbered list, unordered list, inserting a hyperlink, and embedding an image inline. To insert an image inline, the image will first need to be uploa...

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