Securely integrate Close.io with MongoDB Atlas
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 MongoDB Atlas
MongoDB Atlas is a cloud database service for applications that works with Amazon AWS, Microsoft Azure, and Google Cloud Platform. The database service seeks to comply with the most stringent data security and privacy standards while offering a reliable suite of drivers, tools, and integrations. By automating numerous database management tasks, MongoDB Atlas helps developers build apps faster with less human error.
Popular Use Cases
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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.
MongoDB Atlas's End Points
MongoDB Atlas Automated Features
The automated security features included in MongoDB Atlas let you monitor who has access to your data while securing your information against unwanted intrusions. Also, due to the platform's automation of mundane operational tasks — like provisioning and configuration, patching and upgrades, monitoring and alerts, advanced security automation, and disaster recovery — you don't have to be a data science expert to set up and run your databases.
MongoDB Advanced Security Automation
MongoDB Atlas provides a variety of database security layers including advanced access control, IP whitelists, in-flight data encryption through TLS/SSL, optional encryption of your file system, and network isolation through Amazon VPCs and VPC Peering.
MongoDB Atlas Built-In Replication
MongoDB Atlas offers multiple servers to provide 'always-on' availability. Even if your primary master goes down, multiple backups ensure that your system is always up and running.
MongoDB Atlas Backups and Time-Machine Recovery
The advanced backup and recovery features for MongoDB Atlas guard against data corruption. Whether the threat is from hackers or a team member's innocent mistake, you can rest easy knowing that, after a catastrophic, event you'll have a backup copy to recover your system from a specific time in the past.
MongoDB Atlas Detailed Statistics and Monitoring
MongoDB Atlas provides detailed information and statistics about your database systems. By organizing this information in numerous ways, the platform helps you understand when important changes or upgrades to your system may be necessary. Moreover, if it's time to make changes, you can provision new server instances in a flash.
MongoDB Atlas Automated Patches and Upgrades
Whether it's a new technology upgrade to improve database efficiency or a security patch to protect against a new security threat, MongoDB Atlas automatically upgrades or lets you upgrade with a single click, so you can take advantage of features as soon as they're available. Upgrades happen in a matter of minutes without any downtime required.
MongoDB Atlas Customizable Database Tools
MongoDB Atlas includes a suite of tools that allow you to select your regions, billing options, and more — allowing you to customize server instances to your desired specifications.
MongoDB Atlas Scalability
MongoDB Atlas scales up and down — or scales out horizontally through automatic sharding — according to the needs of your company with zero application downtime. This allows you to grow beyond the limitations of one server without making your application too complex. Moreover, the platform's automatic balancing keeps information equally distributed across multiple replica sets as your data volumes grow, or as your cluster increases or decreases.