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Announcing the best native CRM integration for Zoom

Announcing the best native CRM integration for Zoom

If you're in sales and follow our philosophy, you understand that sales is nothing but results-driven communication.

At Close, we've worked hard to make our CRM a robust communication tool, first and foremost. We were the first CRM to introduce 1-click calling. We were the first to offer 2-way email syncing. Now we're bringing video conferencing into the CRM.

We're stoked to announce the new Zoom integration for Close.

Zoom is one of the most popular video conferencing platforms, and you're gonna love the way it works with Close:

It’s smart. Once you connect your Zoom account in Close, your previous Zoom Cloud Recordings are automatically brought into the app and synced to the appropriate lead. I was totally amazed the first time I tried it.

It’s productive. Get reminders for your upcoming Zoom calls directly within Close. Then, click one button to launch ‘em. No more bouncing around different apps or windows.

It supercharges your communication. Zoom calls happen within the lead view, so you can take notes and see your previous comms, all without leaving the CRM. To top it off, your recordings are saved to leads, so you can easily access past calls with superior context.

This is by far the best native Zoom integration for a CRM, and it's now available for all Close plans and users.

It’s likely that you’re already booking a ton of prospect meetings and demos with Zoom. While Zoom handles the actual meeting aspect extremely well, it's tough to gain proper context for all those meetings. Quite frankly, it can be a mess.

zoom-meetings-explode

One of the most important benefits this will bring to your sales process is context.

With this integration, all meetings are automatically synced to your respective leads within Close. Why is this important? Now you'll be able to see past and upcoming meetings in the context of your other in-app communication—phone calls, emails, and notes—with every lead. Everything is together in one place. No more missed meetings. No more confusion.

The new Zoom integration completely eliminates the guesswork and frustration that comes with bouncing back and forth between disconnected apps, allowing you more time to spend on what you do best: selling.

Get set up with Close + Zoom

close-crm-zoom-integration-lead copy

Already have Close? You can connect Zoom in the Close app in Settings>Connected Accounts.

Not part of Close yet? What are you waiting for? Get Close free for 14 days and give this integration a test drive!

TRY CLOSE + ZOOM FOR FREE →