Close dialer and MeetRecord

Connect, Record and analyse calls made from Close CRM

Paras

Last Update 5 เดือนที่แล้ว

Integrate Close CRM dialer

1. Enable Call recording in Close, refer here


2. Create API key in Close. Go to Settings> Connect >Developer and create api key. Copy this key.

For more information on Close API keys refer here.

3. Copy this key.

4. Go to Meetrecord Integrations page, click connect on Close.io dialer and paste the api key value.


IMPORTANT : Each user should have their API key created from their own Close account

That's it! All your recordings from now will be synced with MeetRecord. 


Hope this was helpful, for any query please reach out to [email protected]

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