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With automated meeting recording and note-taking, you free up your day to focus on what matters most.
CRM
Close CRM
Automatically sync meeting recordings, transcripts and highlights to Close CRM
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Overview
Sync meeting insights directly into your Close CRM — automatically or manually, without extra work.
Integrating MeetGeek with Close helps sales teams, account managers, and revenue teams capture every conversation, reduce admin work, and keep their CRM up to date. Meeting recordings, summaries, highlights, and next steps are linked to the right leads, contacts, and opportunities in Close — with no tab switching or copy-pasting required.
Close CRM Quickstart Guide →
Benefits
MeetGeek + Close integration helps you:
✅ Log meeting summaries and highlights directly into the right Close records
MeetGeek automatically matches meetings to the correct contacts, leads, and opportunities based on participants, keeping your CRM enriched with real conversation context.
✅ Create opportunities automatically when they don’t exist
Eliminate manual data entry. MeetGeek can create missing opportunities in Close and attach meeting insights instantly.
✅ Turn next steps into tasks inside Close
Action items captured during meetings are automatically converted into task reminders linked to the appropriate contact or opportunity.
✅ Share full meetings or only selected highlights
Choose whether to sync complete meeting summaries or only the most relevant highlights, such as key decisions or follow-ups.
✅ Sync automatically (via workflows) or manually (from past meetings)
Decide whether meetings should sync by default or selectively send specific meetings when needed.
By reducing manual logging, teams can focus more on building relationships — not maintaining CRM logs and records.
How to record Zoom meeting if you're not a host?
MeetGeek doesn't replace Zoom; it works alongside the video conference platform. Watch our video to see how you can record a Zoom meeting even if you're not the host.
Integrate Notion with MeetGeek AI Meeting Assistant
Unlock true meeting notes automation by integrating Notion with MeetGeek and up-level your productivity. See how to use these tools to keep your meeting documentation organized and actionable.
Connect Close
Connect your Close account to MeetGeek using our 1-click integration.
Run your meeting
Let MeetGeek record, transcribe, and summarize your meetings as usual—automatically.
Push call notes to Close
Automatically extract meeting transcription and insights from your calls.
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Your data, our priority
Enterprise-level data security for every user.
256-bit AES and 256-bit SSL/TLS encryption
Security logging, uptime monitoring, and system availability metrics
Coding practices based on the OWASP Top Ten
Penetration tests by security experts
Regular impact assessments
SOC 2 Type II
Service Organization Control Report
Business Associate Agreement
Business Associate Agreement for HIPAA Compliance
GDPR
General Data Protection Regulation
CCPA compliant
California Consumer Privacy Act
FAQs
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