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3 min readBasicAgentManagerAdmin

Connecting Google / Outlook calendar and Zoom

A one-time connection so meetings land in your calendar and customers get invites.
Open in CloseUp

Steps

  1. 01

    Open Connections

    Personal settings›Connections

    Click your photo at the bottom of the menu → Personal settings → Connections.

  2. 02

    Connect a calendar

    Under Calendars, click Connect next to Google or Outlook and approve.
    You can connect several accounts. Set as default picks where new meetings are written.

    You should see: A "Connected" badge.
    Tip: Watched calendars count as busy time — no meeting gets booked over a private event.
  3. 03

    Zoom (optional)

    Click Connect next to Zoom so Zoom links are created automatically.

    Note: Connections are per company. Working in two CloseUp companies? Connect in each.

Questions

It says "Reconnect required".

Access expired. Click Reconnect.

The button is grey: "Not configured on the server".

That service isn't enabled for you yet. Contact CloseUp support.