With Meeting Sync and Zoom in Close, get instant visibility and access to your past and upcoming meetings without skipping a beat.
Meetings are an integral part of your sales process, so it’s high time they came directly into your CRM. With Meeting Sync, running and tracking your meetings is as easy as making a call in Close.
Past and future meetings are automatically logged on your Lead pages for instant visibility.
Simply allow access from your Google account, and Close will search your Google Calendar for meetings associated with a particular contact.
Stay on top of your upcoming meetings with the built-in notifications bar.
Keeping track of every conversation is simple with Upcoming, Completed, Declined, and Canceled meeting statuses.
Instantly run reports to see the number of meetings each person on your team has completed or has scheduled.
Videos are given greater context when attached to leads. With Zoom for Close, bring ALL your sales communication into one centralized view.
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
Watch this 90 second overview to discover how Meeting Sync streamlines your sales workflow.