Close CRM integration
- Automatic call log in Close CRM for each call made, lost, received or left on voicemail
- Automatic customer identification when a call arrives based on the Close CRM contacts list
- Access to the Close CRM contacts list from the PC app
What you see in Close CRM
- In the contact details, you will be able to see all the calls made, missed, received or voicemail messages related to the contact
- From the contact details you can easily access the call recording with one click
- Integration of contacts present in Close CRM
Do you need help integrating?
By clicking on “Documentation” you can access the step by step guide that will allow you to implement the integration in a few simple clicks.