Close integrates with MeetGeek to log every meeting to the right record automatically. Once connected, your summaries and highlights sync to the matching lead, contact, and opportunity in Close, and MeetGeek creates them if they don't exist. Sync a past meeting on demand, or set a workflow to handle every future call.
Note: MeetGeek looks for existing leads, contacts, and opportunities in Close and creates them if they don't exist. You can control this with the advanced options when setting up a workflow.
In this guide:
Connect Close to MeetGeek
In the MeetGeek dashboard, go to the Integrations & Automations page and click the Close card.
In Close, choose your account and click Allow to authorize the connection.
You'll be redirected back to the MeetGeek Integrations & Automations page. The integration is now active.
Share a past meeting manually
Open the meeting you want to sync and click Share meeting.
Select the Close logo. The summary and relevant data sync to the matching record in Close.
Set up an automated workflow
A workflow syncs every meeting or highlight to Close automatically, right after the call is analyzed.
Go to the Workflows tab and click Create new workflow.
Set Send to to Close.
In Given a, choose Meeting to sync full summaries, or Highlight to send only selected highlights (e.g. next steps).
Configure your filters (for example, only meetings whose name contains specific words).
Set your sharing preferences, including whether to create contacts, opportunities, and tasks.
Click Save workflow. Your next meeting syncs to Close automatically.
Note: The Create tasks option is available only for Meeting workflows. When enabled, MeetGeek generates reminders for any "Next Steps" captured during the meeting analysis.
Here's an opportunity created automatically by a workflow:
Disconnect Close
Go to the Integrations & Automations page and find Close in your connected apps.
Go to Settings > Disconnect > Save.
Note: Disconnecting removes all workflows set for Close in MeetGeek.
Need Help?
If you have any questions or need assistance, reach out at [email protected] or use the chat messenger in the MeetGeek app.
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