Integrate Close.io to Shopify
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.
Integrate Close.io to Shopify
Popular Use Cases
Xplenty can extract any data that you need from Close.io. Here are some of our most popular use cases:
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.
Popular Use Cases
Xplenty can extract any data that you need from Shopify. Here are some of our most popular use cases:
Track checkouts that were added to a customer’s cart but not completed as sales. This field includes data about the customer, the product and the reason for cancellation. It can help determine which products are most commonly abandoned at checkout and why, allowing you to run better predictive analyses about your future products and customers.
Retrieve basic customer information - such as ID, email, mailing address, and name - as well as data about customer behavior, such as the last order a customer made, their total amount spent or how many orders they have made with your company. You can then use this data to focus your marketing efforts towards specific customers or demographics.
Retrieve important data about an order request, such as customer contact information, the product ordered or the status of the order itself. Then, use this field to track important sales data like what products are being ordered the most or sales trends based on region or product price.
Create any number of product groupings and view data ranging from the product name and product ID to how much the product weighs, when it was created and how much it costs. Then, use that data to track trends and understand what types of products have been successful and why.
Track any exchange of money that occurs on Shopify, including completed sales, refunds and voided orders. This data can also track the actual revenue generated from your orders via their order ID’s, which will provide you with a sales-focused view of how well your business is performing.
Capture data from any transaction where the money has been refunded to the customer or any transaction where an item has been returned after being ordered. You can then view details about how much was refunded, what products were returned and whether or not those products have been restocked. This information can ultimately help you understand which products are successful, which are not and why.
Why Our Customers Choose Xplenty
We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.
Xplenty offers you full flexibility when it comes to how much control you have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when.
Ease of Use
You don’t have to be tech-savvy to use Xplenty. There’s no code, no engineering and no need to worry about messing up your data delivery.
Data integration used to be the domain of IT, data developers and BI. Xplenty changes all of this, allowing every team within a company - marketing, sales, product, finance, HR, etc. - to use the platform to power their analytics and gain important business insights.