Integrate Airtable with Close.io
Airtable is an organization tool that integrates with other apps and services for more streamlined business communication. It connects to many of the most popular tools out there - including CRMs, social media applications, and more - and provides templates that allow users to centralize their information and collaborate, edit, and comment in real time.
Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.
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Airtable's End Points
Streamline your content creation process - including blogs, emails, and social media posts - push content through your pipelines, and keep your entire team on the same page.
Product Catalog & Orders
Create a catalog of all the products you have to offer. Build orders for customers, ensure that they’re updated, and integrate this information with your other customer data sources to avoid duplicate data and keep your business organized.
Use the project management template to consolidate your work, manage deadlines, and keep your team up-to-date on the status of every relevant business project.
Better manage customer relationships, keep your team members focused, and improve your sales process by centralizing all of your important sales information on one easy-to-understand template.
Keep track of your advertising campaigns across platforms so that you can spend less time on campaign management and more time on the creative process.
Close.io's End Points
Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.
Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.
Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.
Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.
Create custom fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.