Close Integration

Connect Close to PepoSmart to automatically sync meeting data, create leads, log notes, and create follow-up tasks. This integration helps your sales team stay organized by keeping Close updated with all your scheduling activity.

Prerequisites

• A PepoSmart account (Team or Enterprise plan recommended)
• A Close account with admin or API access

Connecting Close

Step 1: Initiate Connection in PepoSmart

1. Log in to your PepoSmart account at app.peposmart.com
2. Click Integrations in the left sidebar
3. Find the Close card in the CRM section
4. Click Connect

Step 2: Authorize PepoSmart

1. You'll be redirected to Close's authorization page
2. Log in to your Close account if prompted
3. Review the permissions requested
4. Click Authorize to grant access

Step 3: Verify Connection

1. You'll be redirected back to PepoSmart
2. The Close card should now show Connected
3. Your Close organization name will be displayed

Data We Access

PepoSmart requests only the permissions necessary for scheduling integration:

What We Do NOT Access

• Opportunities or Pipeline data
• Email sync or mailbox data
• Call recordings or SMS data
• Your Close settings or configuration
• Billing or payment information
• Other users' data in your organization

How Booking Data Syncs

When a Meeting is Booked

1. Lead Lookup: PepoSmart searches for an existing Lead matching the attendee's email address
2. Record Creation (if needed): If no match is found, a new Lead is created with:
   • Lead Name (attendee name or company)
   • Contact with email address
   • Phone Number (if provided during booking)

After Meeting Notes are Processed (AI Features)

If you have AI Meeting Notes enabled and the meeting was recorded, additional data syncs after processing:

1. Booking Details: A Note is created on the Lead timeline containing:
   • Invitee timezone
   • Custom intake questions and answers
   • Meeting date and time
2. Meeting Summary: The AI-generated meeting summary is added to the Note
3. Follow-up Tasks: Action items extracted by AI are created as Tasks:
   • Task text: Action item description
   • Due Date: Set based on urgency (default 7 days)
   • Associated with the Lead

Data Handling & Security

What We Store

• Access Token: Encrypted OAuth token for API calls (automatically refreshed)
• Refresh Token: Encrypted token for obtaining new access tokens
• Sync References: IDs of created records for tracking

When You Disconnect

Upon disconnecting the Close integration:

• Your OAuth tokens are immediately deleted from our systems
• No further API calls are made to your Close account
• Records already created in Close remain unchanged
• You can also revoke access from Close's Connected Apps settings

Disconnecting Close

From PepoSmart

1. Go to Integrations
2. Find the Close card
3. Click Disconnect
4. Confirm the disconnection

From Close (Optional)

1. Log in to Close
2. Go to Settings → Connected Apps
3. Find PepoSmart in the list
4. Click Revoke Access

Troubleshooting

Connection Failed

• Ensure you have admin or API access in your Close account
• Check that pop-ups are enabled for the OAuth flow
• Try disconnecting and reconnecting the integration
• Clear your browser cache and try again

Lead Not Created

• Check if a Lead with that email already exists in Close
• Verify the attendee provided a valid email address
• Check PepoSmart's integration status is still connected

Notes Not Syncing

• Ensure AI Meeting Notes feature is enabled for the event
• Verify the meeting was recorded and processed
• Check that the Close integration is still connected

Support & Contact

Need help with your Close integration? We're here to assist:

Additional Resources

• General Troubleshooting Guide
• Frequently Asked Questions
• Contact Support
• Privacy Policy
• Terms of Service

Last updated: February 2026. This documentation is provided for Close users evaluating the PepoSmart integration.