Meetings

Automatically sync meetings from Google Calendar and Office 365 Calendar.

Today, salespeople juggle a half dozen tools just to start, run, and review their meetings--from the first demo to closing the deal. We thought running those meetings should be as easy as making a call in Close, so we launched Meeting Sync.

With Meeting Sync, scheduled meetings with Contacts can automatically be pulled into Close. If you allow access from your Google or Microsoft accounts, Close can search for meetings associated with a particular contact. You can then see this information on the lead page.

Enable syncing with Google Calendar

To begin, you'll need to connect to your Gmail account. After connecting your account to Close, be sure to toggle on the Calendar portion of your account as shown here:

Under Settings > Accounts & Apps, you’ll be able to sync your Calendar and any other Calendars you've added, as long as they belong to a Close user. To sync events, you must link at least one or more named Calendars.

Enable syncing with O365 Calendar 

You must connect your Microsoft account and ensure that calendar syncing is toggled on under Calendar configuration, as shown here.

If you have already connected your Microsoft account to Close, you can enable calendar syncing by going to Settings > Accounts & Apps and, under Calendar Configuration, toggle it on.

Meeting Reminders

Like calling in Close, your upcoming meetings will show in the Meeting sidebar found in your Inbox, and will be logged on the Lead page.

You can also leave notes directly on the Meeting itself from within the lead page. There can be one notetaker per meeting, and that notetaker is set once the first user begins taking notes on the Meeting.

Meeting Reminders

Once a meeting is confirmed, you will also see upcoming Meeting reminders in Close at the top of the page in the Meeting Reminder bar.

This is a notification that appears at the top of your Close screen, regardless of the page you are on. If you click on this Reminder, you will automatically be taken to the Lead with whom the Meeting is scheduled.

Note: Meeting reminders will only appear 5 minutes before the start of your meeting.

Events that will not be synced

As with email syncing today, only events with an associated Contact on a Lead will be automatically pulled into Close.

We will also filter out any internal domains or blacklisted domains and addresses for privacy purposes.

Meeting Status Types

Meeting Statuses in Close reflect the status pulled in from Google Calendar.

Here are the Meeting Status types:

• Upcoming -- referring to any Meetings that have not yet taken place.

• Completed -- referring to any Meetings that have finished.

• Declined -- referring to any Meetings where the Contact declined the event.

• Canceled -- referring to any Meetings where the event was canceled.