Integrate Close.io with Heroku Connect
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 Heroku Connect
Heroku Connect is a data integration tool that uses bi-directional synchronization between Salesforce and Heroku Postgres to harmonize Postgres data your Salesforce information like contacts, accounts, and custom objects. Heroku connect includes a user-friendly, point-and-click interface so non-tech-savvy users can set up the service in minutes without coding or complicated configuration procedures.
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 Heroku Connect data to Amazon Redshift
Load your Heroku Connect data to Google BigQuery
ETL all your Heroku Connect data to Snowflake
Move your Heroku Connect data to MySQL
Integrate Close.io With Heroku Connect 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.
Heroku Connect's End Points
Heroku Connect Synchronization of Apps Across Heroku and Salesforce
Heroku Connect allows you to build apps with open source stacks, natively integrate the apps with Postgres, and directly sync them with Salesforce. By integrating your Salesforce data with Heroku Postgres, it's easy to combine the power of the Lightning Platform with Heroku. Heroku Connect makes the process of building apps that bring your data and processes to your users as easy as coding in SQL.
Heroku Connect External Objects
Heroku Connect External Objects let you make your Heroku Postgres database information available inside your Salesforce deployment. This empowers you to synchronize your information across both platforms as you create, read, update, and delete data. By creating sophisticated applications inside Heroku and making the app data available to your Salesforce processes, you'll present a seamless experience in Salesforce, while all of your data stays inside Heroku Postgres. Moreover, configuring Heroku-Salesforce integrations for data pertaining to apps, sensors, customers, and products is a simple, point-and-click process that doesn't require any coding skills. Heroku External Objects combined with Salesforce Connect makes it easy to create a seamless experience across all of your business systems.
Heroku Connect Data Security Compliance
Heroku Shield Connect supports the development of applications that share sensitive data with Salesforce while complying with the strictest data security standards. Safely integrate CRM data, Protected Health Information (PHI), Personally Identifiable Information (PII), contact information, account data, and custom objects between Heroku apps and Salesforce. Heroku Shield Connect provides an easy pathway for building advanced applications that need to adhere to the most complicated data security regulations, including HIPAA compliance.
Heroku Connect Easy Application Development and Scaling
Through its compatibility with the most popular stacks and programming languages, Heroku Connect facilitates easy application development. Its add-on ecosystem includes your favorite development tools and databases (like New Relic, Mongo, and Redis) so you can use them with the applications you're creating. Through Heroku's proven infrastructure, which currently supports 26 billion daily transactions for massive consumer websites (such as Upworthy and Bonobo) virtually limitless scaling is available for high volume applications.