Start, run, and track meetings – all from within your CRM.
With Meeting Sync and Zoom in Close, get instant visibility and access to your past and upcoming meetings without skipping a beat.
Meetings, meet context.
Keep your team in sync with every touchpoint
Past and future meetings are automatically logged on your Lead pages for instant visibility
Auto-synchronize with your Google Calendar
Simply allow access from your Google account, and Close will search your Google Calendar for meetings associated with a particular contact.
Actionable reminders to keep you on track
Stay on top of your upcoming meetings with the built-in notifications bar.
Easily identifiable meeting statuses
Keeping track of every conversation is simple with Upcoming, Completed, Declined, and Canceled meeting statuses.
Real time reporting on every meeting
Instantly run reports to see the number of meetings each person on your team has completed or has scheduled.
Zoom for Close — video calls for ambitious sales teams
Videos are given greater context when attached to leads. With Zoom for Close, bring ALL your sales communication into one centralized view.
Streamline sales outreach and follow up with the best native Zoom CRM integration
Get in-app notifications for your upcoming Zoom meetings
View and join Zoom meetings without leaving the CRM
Recordings are automatically saved to the right lead
View and download your cloud recordings in the CRM
See Meeting Sync in action
Watch this 90 second overview to discover how Meeting Sync streamlines your sales workflow.
