Securely integrate Close.io with CleverTap
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.
CleverTap allows users to analyze both business analytics and user engagement on one single platform. This gives CleverTap users insight into app user activity, allowing them to see where users have taken action, what information they find compelling, and where they drop off. This information can help businesses improve their long-term strategies, running clever campaigns, sending personalized push notifications, and creating both triggered and scheduled marketing campaigns.
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 CleverTap data to Amazon Redshift
Load your CleverTap data to Google BigQuery
ETL all your CleverTap data to Snowflake
Move your CleverTap data to MySQL
Integrate Close.io With CleverTap 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.
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.
CleverTap's End Points
Gather data about cohorts, or groups of users who have taken certain actions in your app. Measure retention, engagement and a variety of business metrics for a cohort of users on a daily, weekly and monthly basis.
Retrieve data about a customer’s journeys through your funnel. This data contains the customer’s timeline from start to finish - including how many steps in the funnel the customer completed during that time - which can be used to identify which steps during a funnel most commonly include specific events, such as losing a customer.
Gather segmentation data that is filtered based on an array of properties, such as past behavior and profile attributes. Then, use that filtered data to get deeper, more detailed analytics into your product performance or to reach users with personalized, contextualized messaging.
CleverTap People Analytics
Track customer engagement data, including a customer’s name and email address, as well as the date and time they last accessed your product. This allows you to run predictive analytics, which can show when engagement will likely drop or increase based on historical engagement data.
CleverTap API Endpoints
Use CleverTap’s APIs for events, user profiles, dashboard counts and push notifications to filter your data and gather key insights.
Get retention data for a specific cohort of customers by tracking signups and other relevant events during a specified date range. Then, feed that data into your analytics to provide a more comprehensive view of your retention trends over time.