Close Integration

meetergo integrates with Close to automatically create contacts and opportunities when appointments are booked. Keep your sales pipeline updated without manual data entry.

What Gets Synced

When someone books a meeting, meetergo can create:

Connect Close

Requirements

• meetergo account with CRM integration enabled
• Close account with API access (any paid plan)
• Admin permissions on your Close organization to authorize apps

Connection Steps

1. Go to Settings → Integrations
2. Find Close and click Connect
3. Log in to your Close account
4. Authorize meetergo to access your Close data
5. Once connected, you'll see a green "Connected" status

Permissions Granted

meetergo requests access to:

• Create and update Contacts
• Create Leads
• Create and update Opportunities
• Create Meeting activities
• Read Pipelines and Statuses
• Read and create custom fields

Configure Per Meeting Type

Each meeting type can have different Close sync settings.

1. Go to Meeting Types
2. Edit your meeting type
3. Find CRM Integration or Close settings
4. Configure which records to create

Sync Options

Contact Sync

Enable to create or update a Contact in Close:

• Searches for existing contact by email
• Creates new Contact (and parent Lead) if not found
• Updates existing Contact with latest info

Contact data includes:

• Name (first + last name)
• Email address
• Phone number (if provided)

Opportunity Sync

Enable to create an Opportunity for each booking:

• Pipeline: Select which pipeline to use
• Opportunity Status: Set the initial status for new opportunities

The opportunity is automatically linked to the lead and contact.

Add to Existing Opportunities

Enable to log the meeting against an existing open opportunity for the contact's lead instead of creating a new one. Useful for follow-up calls.

How Records Are Created

Booking Flow

When a booking is confirmed:

1. Contact Check

   • Searches Close for an existing Contact by email
   • If not found, creates a new Lead (named after the email's domain or attendee) and a Contact under it
   • Updates the existing Contact with any new info

2. Opportunity Creation (if enabled)

   • Creates Opportunity on the matched lead
   • Sets the configured pipeline and status
   • Links to the contact

3. Meeting Activity

   • Logs the meeting as a Close Meeting activity on the contact, lead, and opportunity

Custom Field Mapping

On first connect, meetergo automatically creates a small set of tracking custom fields on the Close Contact object:

You can also map your meetergo form fields to your own Close contact custom fields from the Data Fields page in meetergo.

Best Practices

Match Your Sales Process

Use Appropriate Pipelines

Create separate pipelines for different use cases:

• Inbound Pipeline: For leads from booking pages
• Outbound Pipeline: For proactive outreach
• Partner Pipeline: For referral bookings

Test Your Setup

1. Create a test meeting type
2. Enable Close sync with a specific pipeline/status
3. Book a test appointment
4. Verify contact, opportunity, and meeting activity appear in Close

Troubleshooting

Connection Failed

If connection fails:

1. Ensure you have API access in Close
2. Check your Close plan includes OAuth app access
3. Try disconnecting and reconnecting

Contacts Not Creating

If contacts aren't appearing:

1. Verify Contact sync is enabled on the meeting type
2. Search Close by email to confirm the contact does not already exist on another lead
3. Check your Close plan's contact limits

Opportunities Not Creating

If opportunities aren't appearing:

1. Verify Opportunity sync is enabled
2. Confirm a Pipeline and Status are selected
3. Ensure the pipeline/status still exists in Close

FAQ

Does meetergo update existing opportunities?

If "Add to existing opportunities" is enabled, meetergo will log the meeting against the most recently updated open opportunity on the lead instead of creating a new one. With sync enabled, new bookings create new opportunities.

Can I sync to multiple pipelines?

Yes — configure different meeting types with different pipeline settings.

What happens with duplicate contacts?

meetergo searches by email before creating. If found, it updates the existing contact rather than creating a duplicate.

Are activities created in Close?

Yes — every booking is logged as a Close Meeting activity linked to the contact and (when present) the opportunity.

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