Create a new task in Close with the meeting information, date, and time when a prospect schedules a meeting with you. If your prospect doesn't exist in Close as a Lead, it will be created as well.
You will be able to easily manage all of your meetings directly within Close and see all of the activity history associated with that prospect in one click.
This tutorial will show you how to connect ScheduleOnce with Close.
- A Close account and your API key
- A Zapier account that allows multi-step zaps
- A ScheduleOnce account
In these instances, we will first try to find an existing lead based on the prospect's email and if none exists, we will create one. Then, we will find the user that the meeting task will be assigned to and create a new Close task.
Start by using the template we provided by clicking on the "Use this Zap" button. By using the template the only thing you'll need to do is authorize ScheduleOnce and Close on each step and you should be good to go - without setting up steps and variables yourself.
In the first section just click Continue and then authorize ScheduleOnce under the "Choose Account" section.
For that - you'll need to get the API key provided by ScheduleOnce at API key for Zapier integration page, and your login email.
Click Continue, and again Test & Continue.
For the second step, click Continue on the first section again and then authorize Close by using the API key provided in the Settings > API Keys section.
Click Continue on the next section and again Test & Continue.
Your full name in Close and ScheduleOnce must be exactly the same
This step will try to find the user in Close based on their full name, so it's important that your full name in ScheduleOnce exactly matches your name in Close!
For third step click Continue on the first section, then authorize Close in Choose Account section, click Continue and again Test & Continue.
This step is pre-filled with the following variables that will be inserted into Close (if they are provided):
- company name (if none is provided, prospect's name will be used)
- company name extracted from prospect's email address
- phone number
- state & country
You can modify (remove/add) these if you'd like to, but you can leave them as-is as well.
For our last step click Continue on the first section, then authorize Close in Choose Account section.
Click Continue and Test & Continue. Turn the Zap on, and you're good to go!
Updated 9 months ago