Integrate Close.io to Amazon Redshift

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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Popular Use Cases

Xplenty can extract any data that you need from Close.io. Here are some of our most popular use cases:

Contacts

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.

Activities

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.

Opportunities

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.

Organizations

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.

Custom Fields

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.

Why We Like Amazon Redshift

Incredible Speed

Redshift’s Massively Parallel Processing (MPP) allows it to run queries more quickly and efficiently than ever before.

Compatible

Most of the analytic tools that companies use today are SQL, and Redshift is SQL compatible. That means that the platform can leverage your existing tools quickly and efficiently.

Easily Scalable

The warehouse is incredibly scalable and flexible - allowing you to scale from single 160GB nodes all the way up to 16TB nodes - which means that it’ll handle whatever changes your business may require.

Low Cost

Redshift has no up-front costs, no long-term commitments, and an on-demand pricing structure, making it one of the most cost-effective choices out there.

Lucas Rocha Garcia
Descomplica

Xplenty helps us to extract data from different sources, modeling them to our needs and then loading them where we want, scheduling tasks on demand for automation. The abstractions make it easier to work with, even to people with more knowledge on tech. Aside from that, their support is very good, and this makes a big difference for all levels of users and companies.

Why Our Customers Choose Xplenty

Ownership

We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.

Control

Xplenty offers you full flexibility when it comes to how much control you have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when.

Ease of Use

You don’t have to be tech-savvy to use Xplenty. There’s no code, no engineering and no need to worry about messing up your data delivery.

Reach

Data integration used to be the domain of IT, data developers and BI. Xplenty changes all of this, allowing every team within a company - marketing, sales, product, finance, HR, etc. - to use the platform to power their analytics and gain important business insights.

Xplenty and Amazon Redshift

Xplenty's data integration service can read data from and write data to Amazon Redshift securely and easily, allowing users to transform and load data directly from any data store into an Amazon Redshift instance. Xplenty can also be used to offload ETL workload from Redshift, allowing each platform to do what it does best: Xplenty for data integration and data preparation and Amazon Redshift for real-time querying.