Integrate Close.io with Atlassian
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.
Millions of users globally rely on Atlassian products every day for improving software development, project management, collaboration, and code quality. Atlassian products include: JIRA Software, JIRA Service Desk, JIRA Core, StatusPage, Confluence, HipChat, Bitbucket, SourceTree, Bamboo, Cover, FishEye, Crucible.
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 Atlassian data to Amazon Redshift
Load your Atlassian data to Google BigQuery
ETL all your Atlassian data to Snowflake
Move your Atlassian data to MySQL
Integrate Close.io With Atlassian 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.
Atlassian's End Points
Request information about your service desk instance, including its version number, how long the instance has been running and what build it is. Accessing this data will, among other things, allow you to more successfully integrate your service desk with other relevant data sources.
Create a customer entity in JIRA Service Desk by providing Atlassian with the customer’s name, email and display name. Then, use this data in other endpoints to track service requests for a specific customer or integrate it with customer service data from other sources to provide a more comprehensive view of a customer’s journey.
Retrieve data on organizations that are engaging with your service desk, including the organizations’ names, IDs, properties and associated users. Then, access this endpoint to track those organizations, their users and their service requests so that you can have a better understanding of your service interactions with them.
Track any and all customer service requests and get relevant data, such as the customer’s contact info, the reason for the request, and the status of the request (what step it is on in your customer service process). Use this data to evaluate how well your company is responding to these requests and/or monitor customer service trends.