Microsoft 365 CRM Integration

The Close and Microsoft 365 integration allows you to natively connect your Microsoft calendar. Close's Meeting Sync also allows you to automatically sync meetings from your Office 365 Calendar. With this integration, your reps will never miss a call. From first demo to closing the deal, it's simple for your team to run their workflow from Close.

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In addition, this native integration allows your reps to subscribe to a calendar feed of their Close Tasks––to ensure they never miss a follow-up.

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For support:

Please search your inbox (and spam inboxes) for the delivery email -- It will come from G2, do a search for subject line, "Inside: your gift card for your Close review."