Overview

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Close.io is a powerful sales CRM designed to help teams manage their sales processes efficiently. By integrating Close.io with MeetRecord, you can automatically sync your call recordings and enhance your sales strategy with real-time insights. This integration allows you to view all your call data directly within MeetRecord, offering a streamlined way to manage and analyze your conversations and deals.

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What Can This Integration Do?

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• Sync Call Recordings: Automatically sync all your call recordings from Close.io into MeetRecord for easier tracking and analysis.
• Call Summaries: Access detailed call summaries directly in MeetRecord, giving you deeper insights into customer interactions.
• Seamless Workflow: Manage all your sales conversations in one place, making it easier to track deals, follow up on tasks, and identify key trends.

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How to Integrate Close.io Dialer with MeetRecord

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1. Enable Call Recording in Close.io: Follow this guide to enable call recording within your Close.io account.
2. Create API Key in Close.io:some text
   • Go to Settings > Connect > Developer.
   • Create a new API key.
   • Copy the generated API key.
3. For more details, check this Close API Key guide.
4. Connect Close.io to MeetRecord:some text
   • Go to the Integrations page in your MeetRecord account.
   • Click on the Connect button under the Close.io Dialer section.
   • Paste the copied API key into the provided field.

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IMPORTANT: Each user should generate their own API key from their Close.io account for the integration to work correctly.

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That’s It!

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All your call recordings will now be synced with MeetRecord, giving you instant access to all the insights you need.

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Need Help?

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If you have any questions or need further assistance, feel free to reach out to our support team at support@meetrecord.com.