Overview
Close CRM is a powerful CRM platform designed to help sales teams close deals faster by providing a comprehensive view of customer interactions. The integration between Close CRM and MeetRecord synchronizes essential data, offering enhanced visibility into sales activities and customer interactions. This integration allows you to access Close CRM data directly within MeetRecord, providing a complete view of your sales pipeline and enabling data-driven decisions.
What Can This Integration Do?
Close CRM to MeetRecord:
- Sync Important Data: Close CRM can send key information, such as deal details and pipeline status, to MeetRecord.
- Track Deal Outcomes: You can monitor whether deals are won or lost directly in MeetRecord, thanks to the data synced from Close CRM.
- Pipeline Visibility: The stages of your sales pipeline are visible and updated in MeetRecord.
Use MeetRecord Data in Close CRM
Install MeetRecord for Close CRM to seamlessly integrate MeetRecord data with Close CRM, enabling you to:
- Access Detailed Call Data: View comprehensive MeetRecord call data, including topics, keyword trackers, and conversation stats, directly within Close CRM's contact and deal records.
- Enhanced Reporting: Combine MeetRecord and Close CRM data to generate insightful reports on pipeline health, customer engagement, and deal progress.
- Contextual Insights: Enrich your Close CRM records with MeetRecord data, providing better decision-making through enhanced context.
How to Integrate Close CRM with MeetRecord
- You must be an Admin in Close CRM to create an API key. Go to Settings > Connect > Developer.
- Create a New API Key, name it "MeetRecord," and copy the key. This API key will not be displayed again, so ensure you don't lose it.
- You must be an Admin in MeetRecord to integrate Close CRM. Copy and paste the API key into MeetRecord > Integrations.
- The icon will change from "Connect" to "Connected" — and that's it!
Note: Ensure that the lead's contact details are present in Close CRM before the meeting. If MeetRecord cannot find a matching email for participants in Close CRM, meeting-to-deal mapping will not occur.
FAQs
- What is MeetRecord for Close CRM?
MeetRecord for Close CRM is a managed integration that allows you to access and utilize conversation data created by MeetRecord directly within Close CRM, providing a seamless integration experience.
- Why should I set up a Close CRM integration?
Integrating Close CRM with MeetRecord allows your team to search and analyze conversations based on Close CRM properties and enrich your Close CRM records by pushing conversation data from MeetRecord. This integration significantly enhances the quality and depth of your Close CRM data, making it more actionable and valuable for your sales processes.
- What permissions are required to connect Close CRM to MeetRecord?
To successfully connect Close CRM to MeetRecord, you must have Admin permissions in both platforms.
- Why should I set up an integration user?
We recommend using a dedicated integration user to maintain the stability of your connection. If the user who initially set up the integration is deactivated, the connection will be lost. By using a dedicated user, you ensure that the integration remains active and uninterrupted, preventing potential disruptions.
- Can I control what Close CRM data is imported into MeetRecord?
Yes, you have control over which Close CRM properties (both built-in and custom) are imported into MeetRecord. You can use the AI Docs feature to connect and manage custom CRM fields according to your specific needs.
- How does MeetRecord use Close CRM data?
MeetRecord leverages Close CRM data to analyze conversations, providing insights and enabling you to filter data across various MeetRecord pages, including the Search and Deals pages. This integration enhances your ability to make data-driven decisions by combining sales activity data with your CRM insights.
- Can I control which MeetRecord calls are exported to Close CRM?
Yes, once MeetRecord is integrated with Close CRM, calls will automatically be associated with the relevant deals and contacts. You can manage and delete these records directly from your Close CRM Dashboard as needed, giving you full control over what data is stored.
- What should I set up in Close CRM to enable MeetRecord to push call data?
To allow MeetRecord to push call data into Close CRM, follow the steps to generate an API key in Close CRM and ensure that the API connection is established in MeetRecord's Integrations settings.
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