Calendly CRM Integration

Close’s native integration with Calendly will sync your scheduling links for 1-click insertion into email and SMS communication and automatically create new Contacts when new bookings are made.

Sync your Calendly scheduling links

When you connect your Calendly account to Close, your scheduling links will be synced and can be inserted into an email or email template with just one click.

Automatically create Contacts when new meetings are booked

When enabled, Close will automatically create new Contacts when new meetings are booked. Includes built-in duplicate detection and custom field mapping options.

Dynamically Insert Each User’s Link with Scheduling Template Tags

Once connected, your team can map their own Scheduling Links to a Scheduling Template Tag, and the tag automatically resolves to the Scheduling Link set by each user. By using Scheduling Template Tags, your team can share email templates without worrying about creating individual templates so each user can insert their own scheduling link.