How To Integrate Calendly With Close

How To Integrate Calendly With Close

1. Create a Calendly Account: Sign up for a Calendly account if you don’t have one.
2. Log into Close: Access your Close account using your credentials.
3. Go to Integrations: Navigate to the integrations section in Close.
4. Select Calendly: Find and select Calendly from the list of available integrations.
5. Authorize Access: Follow the prompts to authorize Close to access your Calendly account.
6. Set Up Event Types: Choose which Calendly event types you want to sync with Close.
7. Map Fields: Map Calendly fields to corresponding fields in Close for data consistency.
8. Test the Integration: Schedule a test meeting to ensure everything is working correctly.
9. Save Settings: Save your integration settings to finalize the process.
10. Monitor and Adjust: Regularly check the integration and make adjustments as needed.