Integrate Close.io with Pendo
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.
Pendo is a cloud-based software-as-a-service (SaaS) platform that integrates your application and webpage usage analytics with feedback, guidance, and communication from end-users. The solution empowers you to understand the way customers are using your product, how they feel about it, and what their experiences are like without overburdening your engineering team. Pendo provides your development team with the insights they need to dramatically improve applications, websites, and user experiences. The platform also keeps your customers informed about product enhancements and key developments as you release them.
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 Pendo data to Amazon Redshift
Load your Pendo data to Google BigQuery
ETL all your Pendo data to Snowflake
Move your Pendo data to MySQL
Integrate Close.io With Pendo 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.
Pendo's End Points
Pendo User Metrics
Pendo includes tools to track metrics on total web traffic, user engagement, session length, per session page views, scrolling behavior, bounce and rates, conversion figures, standard user actions, actions that lead to conversion, and more. Pendo also monitors where your traffic is coming from, how people enter your site, and at which point they leave. Then it presents the data in elegant, easy-to-understand visual reports.
Pendo User Sentiment Surveys
Pendo allows you to deploy NPS and polls directly to users in-application to produce better and more accurate results. You can target specific users based on product interactions or user characteristics to obtain the specific feedback you require. Pendo's user sentiment surveys empower you to combine survey responses with user behavior data to gain a more three-dimensional understanding of your customers. By merging quantitative and qualitative survey data, you'll gain a clearer picture of what pleases and displeases users to reveal actionable opportunities to adjust your products for improved customer conversion, increased retention, and more profitable business results.
Pendo offers built-in ETL (extract, transform, load) connections to integrate with a wide variety of platforms such as Slack, Segment, Fivetran, Fullstory, LaunchDarkley, Google BigQuery, DOMO, Drift, Looker, Amazon Redshift, Salesforce, UserVoice, WordPress, Zapier, Zendesk, and more.
Pendo Product Improvement Roadmapping
Pendo includes tools to coordinate your team around a central planning roadmap informed by the metrics and insights the platform generates. Roadmapping features include the ability to visualize your product development strategy and organize your plans around product enhancements, timeline, team, and market segment. You can also manage which teams can access different views of the plan, and streamline views for stakeholders so they're overload with information. Pendo's drag-and-drop functionality empowers non-tech-savvy users to create and manage roadmaps.