Close CRM integration: App icons showing data connection and workflow automation.

Schedly + Close CRM

Speed up your sales cycle with quicker bookings and easy access to valuable prospect data.

Overview

AVAILABLE WITH

Individuals & Teams Plans

ABOUT CLOSE CRM

Close is a sales-first CRM designed for fast-moving teams. It combines built-in calling, email, and SMS with powerful automation and pipeline management tools to speed up selling—not slow it down. Designed from the ground up for small to scaling businesses, Close helps reps spend less time on admin work and more time closing deals.

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The Schedly + Close integration makes it simple to bring scheduling and lead management together in one streamlined workflow. By connecting your Schedly account to Close, you can add scheduling links directly into emails or SMS messages with a single click, saving time and making it easier for prospects to book with you. These links can also be dynamically personalized with templates or snippets so your outreach feels relevant and customized. Whenever a meeting is booked through Schedly, new leads are automatically captured in Close without manual data entry, helping you maintain a complete and accurate pipeline.

Close continuously syncs your Schedly event types in real time, so you always have up-to-date scheduling options at your fingertips. You also maintain full control over how meeting data flows into your CRM, mapping the right details to the right places so no lead, activity, or follow-up gets lost. This ensures every booked meeting becomes a documented touchpoint, providing your team with the visibility they need to move deals forward efficiently.

This integration is available on all Close plans, including the 14-day free trial, making it accessible for teams of any size. Whether you’re sending personalized outreach to high-value prospects or simply want a faster way to schedule calls and demos, combining Schedly with Close helps you boost productivity, reduce friction, and convert more meetings into closed deals.

Features + Benefits

One-Click Access to Links

With real-time syncing of your event types, Schedly makes it easy to drop the perfect scheduling link into messages or templates without searching or copying.

Create Contacts and Leads

When a Schedly meeting is booked, Close auto-creates contacts and leads, using invitee information to avoid duplicates and keep your CRM accurate.

Sync Responses to Close

Automatically map Schedly booking responses to the right fields in Close, ensuring every lead or contact record is enriched with the details you need to close deals faster.

2,500+ Customers Streamlining Their Bookings, No Matter the Appointment Challenge.

Companies of all shapes and sizes rely on Schedly to simplify scheduling — and keep their businesses running smoothly.

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Transform Your Booking Process

Sign up today and see what Schedly can do for your appointment scheduling!