Do you use Close CRM?
If so, you're likely aware of its ability to manage customer interactions and enhance business processes.
Close CRM has become a preferred solution for many businesses, helping improve speed, productivity, and revenue generation.
Here's the secret to taking it to the next level - using Close CRM integrations!Close offers over 80 app integrations to enhance productivity by automating workflows, minimizing errors, and improving customer experience.
With many options available, figuring out the best Close CRM integrations can be tricky. To help you, we will talk about the 10 most useful options.
What is Close CRM?
Close CRM is a powerful Customer Relationship Management (CRM) software designed to help businesses manage and improve customer interactions.
It provides tools and features that assist in organizing, tracking, and optimizing sales processes, making it easier for sales teams to communicate with leads and customers.
The platform is known for its user-friendly interface, flexibility, and integrations, making it suitable for businesses of various sizes.
Some of its key features include:
- Lead management
- Phone call tools
- Contact management
- Pipeline management
- Custom fields
- Multichannel inbox
- Email tools
- Task management
- SMS tools
- Analytics and reporting
- Video tools
- Integrations
10 essential Close CRM integrations
Here are the 10 essential Close CRM integrations to improve your business processes and customer relationship management:
- Fireflies.ai
- Calendly
- HubSpot
- Zoom
- ChatGPT
- Gong
- LiveAgent
- Glances
- Better Proposals
- Zapier
1. Fireflies - Best for meeting transcriptions and generating insights
Fireflies.ai is an AI-powered tool that can significantly augment customer relationship management when used alongside Close. It is one of the best Close CRM integrations for note-taking.
Integrating Fireflies with Close allows you to automate meeting transcriptions and generate actionable insights to boost sales and improve customer relationship management.
How to Integrate Fireflies with Close CRM?
You can easily integrate Fireflies with Close CRM in just 3 simple steps:
- Enable CRM Integration: Go to Fireflies, select integrations, choose Close CRM, and click Connect.
- Choose Logged Data: Select the specific data (calls, notes, transcripts) you want Fireflies to log in Close.
- Select Contact Logging: Decide whether to log for all contacts or only existing CRM contacts.
Key Features
- Automatically record and transcribe calls and meetings with 90%+ accuracy
- Log meeting data directly in Close CRM under the appropriate contact
- Get a link to your transcript, audio recording, and brief notes within the contact
- Get AI summaries of the meetings
- Download transcripts and recordings
- Use Smart Search filters to get insights from meetings—see action items and other key metrics
- Track keywords, sentiments, and topics from discussions
- Use AskFred to get meeting-related answers and write follow-up emails
- Supports transcriptions in more than 60 languages
- Leave comments and reactions on different parts of calls
- Integration with 40+ video conferencing apps, dialers, CRMs, calendars, and more
- Keep your Close CRM data safe with Fireflies's 256-bit SSL/TLS encryption
Pricing
- Free: $0
- Pro: $10 per month (billed annually)
- Business: $19 per month (billed annually)
A 7-day free trial is available for paid plans.
2. Calendly - Best for meeting scheduling
Calendly is a scheduling automation platform that allows people to schedule meetings and events at a mutually workable time without needing back-and-forth emails.
It is one of the best productivity integrations for Close CRM. You can easily sync your scheduling links to your Close CRM. This helps you to optimize your meeting process, ensuring you can concentrate on engaging with your prospects, securing their buy-in, and closing more deals.
Key Features
- Create one-on-one events
- Customize your booking link
- Automated meeting reminders and follow-ups
- Create automated workflows
- Create group and collective events
- View analytics and insights about scheduled meetings
Pricing
- Free: $0
- Standard: $10 per month
- Teams: $16 per month
Ayush Kudesia
3. HubSpot - Best for sales and marketing productivity
HubSpot is a leading marketing automation software that enables businesses to streamline their sales and marketing processes. With the integration between Close and HubSpot, you can use HubSpot’s marketing automation while allowing your sales team to work with Close.
Close productivity integrations like HubSpot allow you to automatically pass data back and forth without Zapier or manual management.
Key Features
- Lead management and prospecting
- Sales automation
- Call tracking and document tracking
- Sales analytics and reporting
- Ready-made email templates
- Conversation intelligence
Pricing
- Free: $0
- Starter: $16 per month
- Professional: $450 per month
- Enterprise: $1,500 per month
4. Zoom - Best for communication and collaboration
Zoom is a video conferencing software that enables businesses to conduct virtual meetings, webinars, and other online events. It is one of the best Close CRM integrations for collaboration and helps to streamline all your sales communication in one unified platform.
Close has native Zoom features integrated into your CRM, allowing you to sync and manage all of your Zoom meetings and recordings alongside your emails, calls, and SMS messages. Productivity integrations like Zoom simplify the meeting experience, promoting effective collaboration.
Key Features
- Add meeting insights directly into CRM
- Automatic transcription and real-time translation
- Get post-meeting analysis with conversation intelligence
- Deploy virtual coach for training reps
- Easily move from an email or chat to a video or phone call
Pricing
- Basic: $0
- Pro: $14.99 per month
- Business: $21.99 per month
Ayush Kudesia
5. ChatGPT - Best for AI-powered automation
ChatGPT CRM integration helps businesses navigate their relationships with prospects and customers more efficiently. The plugin is designed to work with Close CRM and offers two powerful features: building filtered lists of leads and contacts and summarization.
With ChatGPT, you can filter your database to a specific set of people you want to see. Additionally, you can ask ChatGPT to review the information on any lead in Close. It is one of the few Close CRM integrations that can tell you if the lead is qualified or will buy using this context.
Key Features
- Search and filter information
- Get crucial insights about leads
- Summarize lengthy discussions
- Draft emails and messages
- Create a customized sales pitch
Pricing
- ChatGPT 3.5: $0
- ChatGPT Plus: $20 per month
Ayush Kudesia
6. Gong - Best for proactive analytics and optimizing sales
Gong is a unified platform for customer interactions that captures communication data, understands it with AI, and delivers insights easily. Gong is one of the best Close CRM integrations for insights and allows you to pull data from your Close’s phone calls to do the analysis.
With Gong, your team can see proactive analytics around customer interactions, including video calls, emails, phone calls, texts, and more. This data helps them understand how to increase their likelihood of closing a deal, renewing a customer, and retaining a risky account.
Key Features
- Capture all interactions from Close CRM
- Create, manage, and convert pipelines
- Use Gong AI to outperform the competition
- Forecast revenue
- Coach and onboard reps
Pricing
- Contact the sales team for pricing details
Vaishak
7. LiveAgent - Best for customer support
LiveAgent is an all-in-one customer care solution that provides a help desk, live chat, ticketing, and a knowledge base for companies that want to serve their customers better. The LiveAgent + Close integration allows you to offer prompt customer support and get a higher resolution rate.
Key Features
- 130+ ticketing features
- Live chat for customer support
- Supports 43 languages
- Social media support
- Customer service reporting
Pricing
- Small: $9 per month
- Medium: $29 per month
- Large: $49 per month
- Enterprise: $69 per month
Krish Ramineni
8. Glances - Best for real-time customer insights
Glances is a platform that securely connects Close CRM with other workplace apps to provide a simplified view of the data you need, in real time. With Glances Actions, you can perform time-saving tasks related to other apps, such as creating invoices and estimates, adding new customers, completing online forms, starting virtual meetings, and so much more.
Key Features
- Complete tasks across apps
- 360-degree view of your apps and data
- Share data with teammates without granting direct Close access
- See data from private apps
Pricing
- Starter: $14 per month
- Professional: $29 per month
Vibhanshu Dixit
9. Better Proposals - Best for creating and managing digital documents
Better Proposals is an online software tool that simplifies the process of creating proposals by eliminating the need for clunky PDFs or countless document versions. With Better Proposals, you can build beautiful proposals, present them to prospects, and manage signatures––all in one place.
Integrating Better Proposals with Close CRM allows you to create, send, and track documents and pull your client's data, such as name, surname, and email address.
Key Features
- Create, sort, and manage all the documents
- Intuitive and easy-to-use document editor
- Track when a client receives, opens, reads, and signs the document
- 24/7 customer support with 2 minutes response time
Pricing
- Starter: $10 per month
- Premium: $29 per month
- Enterprise: $49 per month
Fireflies
10. Zapier - Best for workflow automation
Zapier is a third-party automation platform that allows businesses to connect different tools in their data stack. By using Close and Zapier together, you can share data in custom ways that may not be available through direct integration.
By integrating Zapier with Close CRM, you can give your customers more flexibility with the tools they can connect and create unique automation within Close.
Key Features
- Connect all your web apps in a few clicks
- 6,000+ integrations and service offerings
- Transfer data between apps using Zaps
- Speed up processes without coding
Pricing
- Free: $0
- Starter: $29.99 per month
- Professional: $73.50 per month
- Team: $103.50 per month
Soorya Radhakrishnan
The best Close CRM integration
There you have it, 10 must-have Close integrations. By integrating these tools with your CRM, you can gain a holistic view of your customers, automate note-taking, streamline communication, personalize experiences, and ultimately build lasting connections.
Remember, successful integration goes beyond simply connecting tools. It's about creating a seamless ecosystem that empowers your team to deliver exceptional customer service and drive business growth.
Supercharge your Close CRM with Fireflies.ai
Fireflies integration enriches Close, automating transcriptions, providing actionable insights, and streamlining collaboration for enhanced customer relationships and strategic decision-making.
Try Fireflies for free!
