Integrate Close.io with Campaign Monitor

About Close.io

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.

About Campaign Monitor

With its suite of powerful, easy-to-use tools for branded email campaigns, Campaign Monitor includes a library of professionally-designed email templates and tools to create and deploy custom-tailored drip email marketing campaigns and abandoned cart messages. The platform also features tools to obtain better customer feedback, product reviews, and more.

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 Campaign Monitor data to Amazon Redshift

Load your Campaign Monitor data to Google BigQuery

ETL all your Campaign Monitor data to Snowflake

Move your Campaign Monitor data to MySQL

Integrate Close.io With Campaign Monitor Today

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Close.io's End Points

Close.io 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.

Close.io 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.

Close.io 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.

Close.io 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.

Close.io Custom Fields

Create custom Close.io 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.

Campaign Monitor's End Points

Campaign Monitor Email Templates

Campaign Monitor's library of professionally-designed email templates is one of the platform's most popular features. The platform includes approximately 50 templates, which might not be as many as competing solutions, but the quality of the templates tends to be more aesthetically pleasing and professional in appearance than those offered by Aweber, Mailchimp, and other platforms. The email templates are also responsive and adjust seamlessly to whatever size display you're viewing them on.

Campaign Monitor Data Import Compatibilities

Campaign Monitor offers compatibility to easily import information from all of the most common database formats such as XLS, XLSX, TXT, CSV, vCard, ZIP, RAR, and 7X. Simply copy-paste the file contents into Campaign Monitor, and Campaign Monitor separates the data into the appropriate fields, which you can remap or rename as appropriate.

Campaign Monitor Data Segmentation

Unlike most email marketing platforms, Campaign Monitor allows you to send emails to more than one marketing list or segment at once. The solution also lets you exclude specific lists or segments from certain email campaigns.

Campaign Monitor Subscriber Journeys

Campaign Monitor includes tools to send email 'subscriber journeys' or 'autoresponders' that start sending a series of timed emails as soon as someone joins your email list.

Campaign Monitor Email Marketing Automation

In addition to basic email autoresponder tools, Campaign Monitor allows you to program specific marketing triggers that automate the sending of different types of emails based on user actions. For example, you can program emails to go out based on the links a website visitor clicks, the products a customer purchases, or the webpages a user visits. Campaign Monitor includes an easy-to-use programming interface with yes-no conditions to plan the exact circumstances that trigger emails to send to subscribers.

Campaign Monitor Analytics and Statistics

Campaign Monitor offers high-level statistics on clickthroughs, unsubscribes, and email open rates. It also lets you zoom in on specific user information to determine whether individual subscribers opened or ignored emails, or clicked certain links. It even tells you where and when they did these actions. Lastly, with Campaign Monitor, it's easy to export analytics reports in PDF format to share with clients or team members.

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