Quick summary
The Close and Calendly integration lets sales teams sync scheduling data directly into their CRM, eliminating manual data entry and keeping lead records accurate. Setting up the Calendly integration in Close takes just a few clicks through the Integrations panel.
Steps
- On your Close dashboard, click on "Integrations" on the left side of the window.
- Search for "Calendly" in the integrations list and select it.
- Click "Connect your Calendly Account" to begin the authorization process.
- Click the Calendly option to proceed to the connected accounts screen.
- Select "Connect to Calendly" to initiate the OAuth authorization flow.
- Once authorized, your Calendly integration is active — streamlining your scheduling process, improving data accuracy, and enhancing overall CRM efficiency.
