PepoSmart + Close: Speed Up Your Sales Cycle with Automated Meeting Intelligence

Why Inside Sales Teams on Close Need This Integration

Close CRM is built for inside sales teams that live on the phone and in their inbox. Its calling, email sequences, and pipeline management are designed for speed. But there's a gap between scheduling a meeting and following up on it — a gap filled with manual note-taking, forgotten action items, and stale CRM data.

PepoSmart's Close integration eliminates that gap. From automatic lead creation to AI-generated meeting notes and task creation, every meeting interaction flows into Close without breaking your team's velocity.

What the PepoSmart Close Integration Does

1. Automatic Lead Sync on Booking 2. Booking Details Logged as Close Notes 3. AI Meeting Summaries on Lead Records 4. Action Items Become Close Tasks

1. Automatic Lead Sync

Close organizes contacts as Leads (companies) with associated contact information. When a prospect books through PepoSmart:

• Close is searched for an existing Lead matching the email
• If found, the booking links to the existing Lead
• If new, a Lead is created with name, email, and phone (office type)
• No duplicates — email matching prevents clutter

Lead-Centric Organization

Close's Lead model is different from other CRMs. PepoSmart respects this by creating Leads with properly structured contact information, including office-type phone numbers and email addresses that match Close's data model.

2. Booking Details as Close Notes

Every booking creates a Note on the Lead with:

• Contact's timezone
• Phone number if collected
• Custom question answers with clear formatting
• Meeting location (Google Meet, Zoom, or address)

Notes appear in Close's activity timeline, complementing the call logs and emails your team already tracks there.

3. AI Meeting Notes in Close

When Collect Meeting Notes is enabled, PepoSmart's AI generates a summary posted as a Close Note:

• Structured meeting summary with key points
• Meeting title and date
• Sentiment and buyer intent analysis

For inside sales teams that run 10+ meetings daily, having AI-generated summaries in Close means reps can immediately move to the next call without stopping to write notes.

4. Action Items as Close Tasks

PepoSmart creates Close Tasks from extracted action items:

Tasks show up in Close's task queue and Lead activity, keeping reps accountable for every promise made during a call.

Built for Velocity

Close's task system is designed for speed — tasks pop up in the daily workflow and can be completed with a single click. PepoSmart's automatic task creation means reps never have to manually create follow-up reminders after a meeting.

Setting Up the Integration

Step 1: Connect Your Close Account

Navigate to Integrations in PepoSmart and click Connect to Close. Authorize via Close's OAuth flow.

Step 2: Enable Meeting Notes

Turn on Collect Meeting Notes on events where you want AI notetaking and task creation.

Step 3: Sync Starts Automatically

Bookings sync leads and notes. Completed meetings generate summaries and tasks within minutes.

What Data Is Synced and When

Security and Privacy

• OAuth 2.0 authentication — Close password never stored
• Automatic token refresh — integration stays connected
• Encrypted storage — all tokens encrypted at rest
• Easy disconnect — remove from dashboard at any time

PepoSmart vs. Other Scheduling Tools on Close

Getting Started

The PepoSmart Close integration is available on all plans.

Sign up for PepoSmart and connect your Close CRM today.

Already using PepoSmart? Head to Integrations > Close in your dashboard to connect.