Easily integrate your booking software with your CRM using the native SavvyCal + Close integration. Automatically create and update your Close Contacts when a prospect books a meeting with your team. Increase the number of demos for your team when you embed your SavvyCal booking directly on your website. SavvyCal also allows you to automate round robin routing, set up team scheduling, add teammates on the fly, and more.
Get a free month of SavvyCal for your whole team using our Close + SavvyCal partner discount. Sign up for a free SavvyCal account here, then email email@example.com and mention Close to activate your free month.
You will be able to sync up your meetings in SavvyCal with Contacts that you already have in your Close database, and also with those you don't. A new Lead/Contact will be created in Close if you do not have that Contact already.
This integration will record all meeting activity in your Lead page as a Custom Activity so you can access it at will. We will also display your meeting reminders in Close beforehand.
You can always track the activity info in your Reports and by searching for it in the Leads tab for the "SavvyCal" Custom Activity.
You will find a full guide on how to complete this integration at the link below: