Add "opportunity" support to Close.com integration
J
Jeff
TLDR: The ability for the SavvyCal/Close Integration to "create" or "update" an opportunity in Close automatically when a new booking is scheduled.
Your Close integration is already better than Calendly's because it will automatically use the details from the booking to create a new lead/contact if one does not already exist. I'm almost certain their Calendly integration still does not do this.
This is one of the reasons I switched away from Calendly (as I didn't want to rely on a 12-step zap that I needed before.) This would be complicated at scale.
However, I would LOVE to see that through SavvyCal, I could choose to "create" or "update" an opportunity in Close as well. Many of us who are using SavvyCal and Close together would want (need?) this to happen. It's much harder to use SavvyCal with Close without this feature. Despite using the integration as it is now, I still had to build a separate Zap that has several steps, just to update the "opportunity status" after a booking.
I'd be happy to share a video of the zap if it might help your team.