Integrate Close.io with HubSpot
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.
Hubspot’s services are centered around sales and marketing tools that help a company refocus their marketing efforts into inbound marketing. With Hubspot, a company can create content that attracts leads that are already interested in that company’s products and services. Then, users can take advantage of Hubspot’s marketing tools to collect contact information and customize visitors’ experiences so that they are more likely to make the conversion from interested leads into happy customers.
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 HubSpot data to Amazon Redshift
Load your HubSpot data to Google BigQuery
ETL all your HubSpot data to Snowflake
Move your HubSpot data to MySQL
Integrate Close.io With HubSpot 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.
HubSpot's End Points
See information on your various email campaigns and judge their large-scale success based on the status of the emails in that campaign i.e.how many emails were sent, delivered, opened, etc.
Retrieve basic contact information like name, e-mail, unique ID, etc. This allows you to track those contacts in a number of other fields, which will help you score leads and gauge how effectively your customer interactions are translating into sales.
Group your contacts together automatically based on a set of criteria - such as their lifecycle stage - or add them to a list manually. Then, use those lists to design targeted customer interactions, such as email campaigns.
Track the status of various email subscriptions through a range of data, including who is subscribing, when emails are being sent and how the recipient is responding to the emails i.e.remaining subscribed, unsubscribing, reporting the email as spam, etc.
Observe the activity on an individual email event. You can track the recipients and campaigns that those events are linked to and then see how the recipients interacted with the event i.e. if they opened the email, printed it, marked it as spam, forwarded it, etc.
Create a company entity in Hubspot by providing details, such as name, ID, and relevant description. You can access that company record to maintain and retrieve related data (such as associated contacts) which can then be tracked, analyzed, and/or integrated with other data sources.
Track the progress of a deal in your pipeline, allowing you to see which contacts and companies are associated with the deal, what pipeline the deal belongs to, and its current stage in the pipeline.