Integrate Close.io with Aftership
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.
Aftership is a shipment tracking platform designed to be built into a company’s website as a branded tracking page. It provides customers with details about a shipment, including what courier is delivering the package, where it is, and when it is estimated to be delivered. For the retailer, Aftership reduces logistical workload by monitoring the status of a shipment and automatically sending updates to customers as that status changes. It also helps retailers identify and respond to problems in their delivery systems by providing analytic reports on how many shipments were sent, delivered, lost, etc.
Popular Use Cases
Bring all your Close.io data to Amazon Redshift
Load your Close.io data to Google BigQuery
ETL all your Close.io data to Snowflake
Move your Close.io data to MySQL
Bring all your Aftership data to Amazon Redshift
Load your Aftership data to Google BigQuery
ETL all your Aftership data to Snowflake
Move your Aftership data to MySQL
Integrate Close.io With Aftership Today
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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.
Aftership's End Points
Create or receive tracking details for a shipment, including its carrier, destination, tracking number and the checkpoints that it has reached. This data can be used to set up customer alerts or to provide detailed analytics about your shipment history.
Retrieve a list of couriers that are activated on your Aftership account or related to a tracking number for a specific shipment. The returned data will include the name of the courier, their contact information - website, phone number, etc. - and the fields required to track shipments that they are delivering.
Receive information about the last checkpoint that a shipment has reached, including the courier, location, status, and the time that it reached the checkpoint. Then, you can use this data to send status updates to customers containing the most recent information available for their deliveries.
Get a list of which customers receive notifications for a particular tracking number and how they receive them i.e. via email, SMS, etc. Then, use this endpoint to add or remove customers from that list to ensure that customers only receive relevant notifications in their preferred manner.