← Back to platform selectOnboarding Guide — tl;dv

Let's get your team up and running

This guide walks you through everything needed to set up CloserMetrix with tl;dv. The entire process takes about 15–20 minutes.

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What You'll Need

🔑Your tl;dv API key
👥List of closers — name and work email for each
🎯Trigger word for sales calls (e.g., "Strategy Call")
💳Access to your payment processor or CRM automation tool

Step-by-Step Setup

Three things to set up — your API key, a webhook, and auto-recording. Together they ensure every call is captured and analyzed automatically.

1A: Get Your tl;dv API Key

  1. Log in to tl;dv
  2. Go to Settings (gear icon)
  3. Navigate to Integrations or API
  4. Copy your API key
  5. Send it to your CloserMetrix contact
Why we need this: The API key lets CloserMetrix pull meeting details and transcripts from your tl;dv account.

1B: Set Up the tl;dv Webhook

This tells tl;dv to notify CloserMetrix in real-time when a call finishes.

  1. In tl;dv, go to Settings → Integrations → Webhooks
  2. Click Add Webhook (or "Create Webhook")
  3. Set the Webhook URL to:
https://api.closermetrix.com/webhooks/transcript/tldv
  1. Enable BOTH of these events:
    • MeetingReady — fires when a meeting ends (gives us metadata)
    • TranscriptReady — fires when the transcript is done processing
  2. Add a custom header — this is how CloserMetrix identifies your account:
    • Header name: X-Client-Id
    • Header value: (Your CloserMetrix contact will provide your unique client ID)
  3. Save the webhook
Why both events? MeetingReady tells us a call just happened. TranscriptReady tells us the transcript is ready to analyze. We need both for the full pipeline.
Why both webhook + API key? The webhook gives us instant notifications. The API key lets us pull full transcript data and meeting details. Together they ensure no call is missed — even if a webhook fails, our system polls tl;dv as a backup.

1C: Make Sure tl;dv Is Recording

  1. Install tl;dv if not already installed
  2. Connect it to your meeting platform (Zoom, Google Meet, etc.)
  3. Ensure auto-record is enabled for all meetings
  4. Do a test call to confirm tl;dv is transcribing
No special CloserMetrix configuration needed in tl;dv. Once the webhook and API key are set up, transcripts flow to CloserMetrix automatically.
Calendar sharing is how we track which calls were booked, held, ghosted, rescheduled, or canceled. Consistent titles let us identify which events are sales calls.

2A: Each Closer Shares Their Google Calendar

Every closer on your team needs to share their Google Calendar with CloserMetrix. It's just like sharing a calendar with a coworker — no OAuth, no admin panels.

  1. Open Google Calendar
  2. Find your calendar in the left sidebar (under "My calendars")
  3. Click the three dots next to your calendar name
  4. Click Settings and sharing
  5. Scroll to Share with specific people or groups
  6. Click + Add people and groups
  7. Enter this email address:
closermetrix@closer-automation.iam.gserviceaccount.com
  1. Set permission to See all event details
  2. Click Send
Privacy note: We only look at events that match your sales call trigger word (e.g., "Strategy Call"). Personal events and everything else are ignored.

2B: Use Consistent Calendar Event Titles

Your calendar events need to contain your trigger word in the title so CloserMetrix can identify sales calls.

Good event titles:

  • "Strategy Call - John Smith"
  • "Strategy Call with Jane Doe"
  • "Strategy Call | Lead from Facebook"

Won't be detected:

  • "Call with John" (missing trigger word)
  • "Meeting - John Smith" (wrong word)
Tip: If your scheduling tool (GHL, Calendly, etc.) creates events automatically, check what title format it uses. Let your CloserMetrix contact know the exact wording and we'll configure it. We support multiple trigger words — for example: "Strategy Call" for first calls and "Follow Up Call" for follow-ups.
When a payment comes in, CloserMetrix automatically matches it to the sales call and marks the deal as won. This connects your revenue data to closer performance.

Set up a webhook from your payment processor (Stripe, PayPal, etc.) or CRM automation tool (GHL, Zapier, Make, etc.) to send payment data to CloserMetrix.

Webhook URL

https://api.closermetrix.com/webhooks/payment

Required Headers

HeaderValue
Content-Typeapplication/json
AuthorizationBearer YOUR_WEBHOOK_SECRET
Your CloserMetrix contact will provide your webhook secret.

JSON Body

{
  "client_id": "YOUR_CLIENT_ID",
  "prospect_email": "{{prospect email from trigger}}",
  "payment_amount": {{payment amount from trigger}},
  "prospect_name": "{{prospect name from trigger}}",
  "product_name": "{{product name from trigger}}",
  "payment_type": "full",
  "payment_date": "{{payment date from trigger}}"
}

Field Reference

FieldRequired?Description
client_idYesYour unique client ID (provided by your CloserMetrix contact)
prospect_emailYesThe buyer's email — this is how we match the payment to the call
payment_amountYesDollar amount (number, no $ sign)
prospect_nameNoBuyer's name
product_nameNoWhat they purchased
payment_typeNofull, deposit, or installments (defaults to full)
payment_dateNoWhen the payment occurred (defaults to now)
notesNoAny additional context
How it works: When a payment webhook comes in, CloserMetrix matches the prospect_email to the most recent call with that prospect and updates the outcome to "Closed - Won" (or "Deposit" if payment_type is deposit). Revenue and cash collected are recorded automatically.
Important: The prospect_email in the payment MUST match the email used during the sales call. If your CRM stores a different email than what's on the calendar invite, the match will fail.

What Happens After Setup

📞

Closer has a sales call

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🎥

tl;dv records and transcribes the call

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📡

Transcript is sent to CloserMetrix automatically

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🤖

AI scores the call, detects objections, writes coaching notes

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📊

Results appear on your dashboard within minutes

Onboarding Checklist

Track your progress — check off each item as you complete it.

Owner Tasks

0/7 complete

Each Closer

0/4 complete

Want a printable version?

Download the full onboarding guide as a PDF to share with your team.

Download PDF

Frequently Asked Questions

No. We only receive the transcript after the call ends. We never join, record, or listen to calls in real-time.

The email used to add the closer in CloserMetrix must match their Google Calendar email. Let your CloserMetrix contact know if a closer uses different emails for different tools.

Usually within 2–5 minutes after tl;dv finishes transcribing.

Check three things: (1) Did tl;dv record it? (2) Does the calendar event title contain the trigger word? (3) Is the closer's calendar shared with CloserMetrix?

Yes — custom scoring instructions can be configured per section (discovery, pitch, close, objections). Talk to your CloserMetrix contact about fine-tuning.

CloserMetrix only processes calls that match your trigger word. Everything else is ignored.

Absolutely not. Every client's data is completely isolated. No client can see another client's data.

Need Help?

Contact your CloserMetrix rep for any setup issues or questions.

Calls not showing up → Check calendar sharing + trigger word

Transcripts not processing → Verify tl;dv API key is correct AND webhook is set up in tl;dv settings

Wrong closer assigned → Check that work emails match calendar emails