Leave notes in Meeting Page with Close CRM

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Close’s Google Calendar and Microsoft 365 integrations ensure all your appointments are synced in real time and visible in your CRM. You’ll see your upcoming meetings directly inside Close—and for busy sales teams, this is crucial for managing schedules more efficiently and reducing the risk of missed appointments.

With all your meeting information already in Close, you can easily prepare for discussions, access relevant notes, and review associated leads or deals without the constant context-switching or scrambling for details at the last minute.

Google Calendar and Close Integration
How to Set Up This Integration:
Make sure your Gmail or Outlook account is already finland telegram data connected to Close. (Our first integration recommendation!)
In Close, toggle on “Calendar syncing” under your Calendar configuration settings like this:
How to Set Up Google Calendar and Close Integration
Now, all your meeting details are accessible where you need them most—right next to your lead data. You can also leave notes directly on the Meeting itself from the Lead page:

Remember, like email syncing, only events with an associated Contact on a Lead will be automatically pulled into Close.

3. Zoom + Close: Keep Meetings Front and Center With Lead Data
Estimated setup time: 3–5 minutes