Integrate Close.io with Taboola
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.
Taboola is a discovery-driven content marketing service for both advertisers and publishers that is designed to offer visitors highly personalized external content while they engage with a publisher’s website. Taboola accomplishes this level of personalization through a predictive analysis engine that looks at a wide range of data points, including demographic data, browsing history, purchase history, etc. Then, it chooses and displays the discovery links that are most likely to engage those visitors, thereby increasing the likelihood of conversion.
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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.
Taboola's End Points
Manage the details of one or more of your ad campaigns, including the financial details - such as cost-per-click (CPC), spending limit, and daily cap - and preferred targets for the campaign i.e. publishers, countries, platforms, etc. This ensures that your campaigns are personalized for the audience most likely to engage them.
Retrieve performance reports that include advertiser-relevant data - such as CPC, impressions, total clicks, etc. - as well as publisher metrics, like detailed analytics on the revenue that is being generated by a page. This information allows publishers and advertisers to gauge how to best maximize their discovery-based marketing performance.
Request resources that can help set up a campaign on Taboola, including the supported regions and region codes, which platforms are supported, and a dictionary that lists all of the terms that can be used when requesting these resources. Then, use this information to customize a campaign that will provide more effective targeting.