Integrate Close.io with Prosperworks
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.
Prosperworks streamlines and simplifies the world of CRMs. The G Suite compatible CRM works by eliminating common issues like painful data entry, automating time-consuming tasks, and seamlessly integrating with other data tools that businesses use every day. This allows users to easily manage tasks, follow up with leads and close deals.
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 Prosperworks data to Amazon Redshift
Load your Prosperworks data to Google BigQuery
ETL all your Prosperworks data to Snowflake
Move your Prosperworks data to MySQL
Integrate Close.io With Prosperworks 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.
Prosperworks's End Points
Create an account for any business or person that it may be useful to track. Then, use that account number to integrate and track any other important information associated with that account holder.
Use the leads dashboard to track valuable lead information like who your leads are, their contact information, where they first interacted with your business, and where they are in your sales pipeline.
Set clear and aggressive goals for your team and track their performance over time. This will allow you to stay on top of activity and understand where pivots in strategy must be made.
Move opportunities through your sales pipelines and keep track of their progress at all times.Then, connect them to leads, contacts, and accounts to analyze conversion rates and the success of your campaigns.
Create a company entity in Prosperworks by providing company details, including name, ID, and a relevant description. You can then 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.