Calendly CRM Integration

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Organizational Tools
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Create a new task in Close which will be assigned to the right person with the meeting information, date, and time when a prospect schedules a meeting with you through your scheduling tool. If your prospect doesn't exist in Close as a Lead, it will be created as well.

You will be able to easily manage all of your meetings directly within Close and see all of the activity history associated with that prospect in one click.

Discover more on the Calendly page in our Help Center.