Integrate Close.io with SendGrid
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.
Sendgrid is a cloud-based email service that allows companies around the world to reliably deliver emails without having to build their own in-house email infrastructure. With Sendgrid, you can build and nurture your customer relationships by sending the right email, to the right people, at the right time.
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 SendGrid data to Amazon Redshift
Load your SendGrid data to Google BigQuery
ETL all your SendGrid data to Snowflake
Move your SendGrid data to MySQL
Integrate Close.io With SendGrid 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.
SendGrid's End Points
Create, manage, send, and schedule campaigns through Sendgrid. Then, monitor campaign performance and use that data to make any necessary pivots in your marketing strategies.
Specify an email address and receive daily, weekly, or monthly notifications regarding your email usage or stats. Use this information to get big-picture insights about email performance and success rates.
Easily unsubscribe email addresses, ensuring that none of your communication goes to the wrong audience.
Retrieve all of your email statistics within a specific date range. Use this data to monitor campaign performance, email frequency, and other relevant insights.
Tag emails by type or topic, and use this segmentation to send more targeted, precise communication to each of your audiences.
Manage your contacts, segmenting them, creating lists of recipients, adding recipients to specific campaigns, and more. This kind of flexible, targeted communication will not only improve open rates, but also increase customer satisfaction and overall ROI.