Integrate Close.io with Listrak

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 Listrak

With over a decade of experience, Listrak is a cloud-based digital marketing platform that focuses on providing leading retailers with specialized marketing tools to boost one-on-one customer interactions, improve business revenue, maximize customer engagement, and increase growth. By combining the power of advanced artificial intelligence, machine learning, predictive analytics, and real human intelligence, Listrak automates marketing tasks, offers powerful CRM solutions, and analyzes data from multiple platforms to drive your retail, operations, and marketing goals — all while building better relationships with your customers across all devices and channels.

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 Listrak data to Amazon Redshift

Load your Listrak data to Google BigQuery

ETL all your Listrak data to Snowflake

Move your Listrak data to MySQL

Integrate Close.io With Listrak 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.

Listrak's End Points

Listrak Cross-Channel Orchestration

Listrak Cross-Channel Orchestration tools empower you to build seamless customer experiences. The platform's intuitive tools facilitate the creation of multi-stage, personalized marketing journeys that engage customers based on real-time behaviors. Listrak also gives you the ability to connect with guests one-on-one, in real-time with intelligently-triggered communication across multiple channels like SMS, email, and social media. Plus, the platform's drag-and-drop interface helps users create beautiful, responsive emails for marketing campaigns.

Listrak Customer Insights

Listrak's Customer Insights tools unlock the secrets buried in your customer data with powerful analytics and visualization features that include more than 70 pre-built visualizations for building dashboards to your specifications. Customer Insights provide a bird's eye view of each Customer Journey and seamlessly integrate with the Listrak platform to turn insights into marketing campaigns with a single click. This fuels more engaging and effective customer interactions, and informs your segmentation and automation efforts.

Listrak Behavioral-Based Triggers

Listrak monitors customer behaviors to trigger individually-tailored interactions. By tracking browsing behavior, engagement statistics, purchase information, and lifecycle incidents for customers, Listrak knows where each customer is at in their 'journey.' This allows the platform to respond to a customer's intent with specialized communications — like abandonment messages to re-engage active shoppers.

Listrak Predictive Personalization

Listrak's predictive personalization tools use machine learning, artificial intelligence, and data modeling to boost the success of marketing campaigns. By analyzing past behavioral data, these predictive analytics tools can predict the likelihood of future behavior based on different variables.

Listrak Unified 360-Degree Customer Profile

Listrak pulls data from various sources, synthesizes it, and analyzes it as a whole to identify key customer signals, and incorporate them into a 360-degree customer profile for the most accurate and actionable customer data possible.

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