That’s what you’re thinking, right?

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Zoom meetings are a staple for most remote sales teams, so as you might expect, we had to include Close’s Zoom integration on this list.

This integration lets you join Zoom calls instantly from Close and pulls in Zoom Cloud Recordings linked to synced calendar events (if you have a Zoom Pro, Business, or Enterprise account).

This means every sales call you conduct through Zoom is automatically organized and easily accessible within Close, saving you the hassle of manually tracking or uploading meeting details and links to recordings.

The integration also makes sure all your conversations are stored with the relevant deals and contacts, which keeps things organized and helps you quickly review meetings, revisit important points, and stay on top of every deal throughout the sales process:

Close CRM and Zoom Integration
How to Set Up This Integration:
First, connect your Zoom account to Close. Under Settings > Connect > Accounts & Apps in Close, add Zoom as an account to start syncing Cloud Recordings of scheduled calls.
Complete the sign-in process in Zoom. Your Zoom account should now appear on the list with the rest of your Connected Accounts in Close.
You’re ready to watch Zoom recordings from your Lead’s pages and join Zoom meetings from Close!
To join a Zoom call, just click the event in the Meeting Reminder bar at the top of your Close screen (it’ll show up five minutes before your meeting starts, no matter which page you’re on in Close):

Join Zoom call from Close CRM
You’ll then see a link that lets you join the meeting right from the Lead Page without having to leave Close:
Join Zoom call from Close CRM from Lead Page
4. Calendly + Close: Easily Share Your Scheduling Link and Book More Meetings
Estimated setup time: 2–3 minutes

Before you can meet with prospects and customers, you need to schedule them. Or, better yet, get your prospects to schedule meetings for you.

You could be scheduling meetings the old-school way (emailing back and forth, which probably isn’t a great use of anyone’s time)—but if your team is no stranger to productivity tools and scheduling apps, you might be using a tool like Calendly. (SavvyCal is another similar tool that Close integrates with.)

If you’re unfamiliar with it, Calendly is a scheduling powerhouse that makes setting up meetings much easier and faster by allowing prospects to see your availability and book meetings directly on your calendar. You don’t have to lift a finger.

The Calendly + Close integration automatically syncs your scheduling links to insert your Calendly link into any email or prospecting template with just a click using the email editor in Close.

How to Set Up This Integration:
Connect your Calendly account to Close via Connected Accounts (the same way you connected your Gmail or Outlook account earlier, only now you’re choosing Calendly instead of Google Workspace or Microsoft 365).
That’s it! Now you can easily insert any Calendly scheduling link into an email or template from the Close email editor:
Calendly integration with Close CRM
If you’ve got multiple team members using the same email template, you can use Close’s scheduling link tags, which will adjust the scheduling URL for each person. This way, when anyone sends an email using that template, their personal meeting link is inserted automatically:

Pro Tip: Want to go a step further and import lead information from your bookings in Calendly to Close? You can do that by setting up an automated flow in Zapier.
5. HubSpot + Close: Maximize the Best in Class of Marketing & Sales
Estimated setup time: 3–5 minutes

Wait a minute, isn’t HubSpot a CRM too?


You’re right. HubSpot’s suite of tools ghana telegram data includes a CRM product. They even target small businesses.

But even with its very appealing freemium pricing model, HubSpot is really designed as a marketing tool first. Its CRM product, especially the freemium version, has some pretty significant limitations. For example, you get only 15 minutes of monthly calls per user, which is hardly enough for a single introduction call. And it’s outbound only—you can’t receive calls, which means if you expect clients or prospects to call you back, this makes your job kind of impossible.

On top of that, you can work with only one sales pipeline, and there’s no email automation, either. This won't be enough if you’re doing a decent level of business as a sales team.