Calendly + Close Integration

Sales teams often miss opportunities to seamlessly transition from a booked meeting to capturing detailed lead data. They need a way to ensure every meeting on Calendly also immediately gets recorded with all relevant details in their CRM system like Close.

Recruiters struggle with juggling numerous candidate meetings and interviews. They want to automatically update candidate profiles in Close whenever a new interview is scheduled via Calendly to keep all information up-to-date quickly.

Consultants frequently set up client calls, and it's challenging to track which clients have upcoming or past meetings from them. They need a direct way to log these scheduling events to their client details in Close without manual entry.

Customer support teams often manage follow-up calls or meetings with clients. They want an automated way to link meeting information from Calendly to client files in Close to ensure discussions are relevant and informed.

Event managers coordinate various client meetings to discuss events. They require an automated process to capture these scheduled discussions in Close to keep track of client engagements effectively.