How to Extract Emails from Close CRM Automations

Export and import options vary by plan, permissions and product version. Check the platform’s current help documentation if a menu or format differs. Use only contact data you are authorized to process; an extracted address is not proof of marketing consent.

Why Extract from Close CRM Automations?

Close CRM uses workflows to automate repetitive sales tasks: sending emails, creating tasks, updating lead statuses and triggering actions based on lead behavior. Leads processed by these automations contain email addresses tied to specific sales stages.

While the general Close CRM export is covered in Extract Emails from Close CRM Export and activity data in Extract Emails from Close CRM Activities, this article focuses on automation-specific exports for workflow-driven lists.

How to Export from Close CRM

Using Smart Views

1. Log in to Close CRM.
2. Go to Leads.
3. Create or select a Smart View with filters matching your automation criteria (e.
4. Click Export to download as CSV.

Exporting workflow-enrolled leads

1. Go to Workflows.
2. Select a workflow.
3. View enrolled leads.
4. Filter the Leads list to match enrolled contacts.
5. Export as CSV.

Exporting sequence contacts

1. Go to Sequences.
2. Select a sequence.
3. View contacts currently enrolled or who have completed the sequence.
4. Export the underlying lead list as CSV.

Using the Close CRM API

1. Use the Lead Search endpoint with queries matching your automation criteria.
2. Each lead includes contact email addresses.
3. Save results as JSON or CSV.

How to Extract the Email Addresses

1. Go to bulkemailextractor.com.
2. Select "Text and files."
3. Upload the CSV file from Close CRM. Up to 25 MB per file, 100 MB per batch.
4. Click "Extract emails."
5. Review the results. Duplicates are removed automatically.
6. Download as TXT for a plain list, CSV for a single-column spreadsheet, or CSV with sources.

Working with the Results

Sequence performance analysis

Extract emails from contacts who completed sequences with specific outcomes (replied, booked a meeting, no response). Use for external analysis.

Import into marketing tools

Import automation-enrolled contact emails into Mailchimp, ActiveCampaign or another platform for nurture campaigns.

Multi-channel follow-up

Use automation-targeted contact lists for outreach through channels not supported in Close CRM.

Verify addresses

Contacts in active sales sequences are typically recent and valid. Older leads may need verification. See Best email verification services.

Things to Know

Contact data is not preserved

Email Extractor outputs email addresses only. Names, companies, lead statuses, sequence stages, call logs and other Close CRM fields are not carried over.

Leads vs. contacts

In Close CRM, a Lead is a company that contains one or more Contacts. Exports may include multiple email addresses per lead.

Close CRM general exports

For general Close CRM extraction guides, see:

• Extract Emails from Close CRM Export
• Extract Emails from Close CRM Activities

Related Guides

• Extract Emails from Close CRM Export
• Best CRM Automation Features for Email Extraction
• Best Email Verification Services