Integrate Close.io with Wootric
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.
Wootric is a service that can create customers surveys and turn their responses into a measurable metric of customer happiness called a Net Promoter Score (NPS). Wootric’s surveys are designed to get the most responses possible by being both simpler and less aggressive than traditional surveys. The data gathered from these surveys can be used to rate and segment customers as well as offer analytics about your customer base at large.
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 Wootric data to Amazon Redshift
Load your Wootric data to Google BigQuery
ETL all your Wootric data to Snowflake
Move your Wootric data to MySQL
Integrate Close.io With Wootric 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.
Wootric's End Points
Track the data associated with your survey responses. This allows Wootric to both provide you with analytic data about your NPS and integrate that data with your CRM.
Interact with data about your end users - including their contact information, their relationship with your company (such as what plan or product they use) and the date they were last surveyed - to gauge how out-of-date your data about each user may be. Then, use this information to decide if/when they should be surveyed again.
Monitor which surveys were declined and by whom. This data includes the ID of the respondent, the survey ID and the time at which it was declined. You can then identify which surveys were unsuccessful and which customers are unlikely to respond to surveys. This can help to accurately segment your customers and better gauge where they are in their lifecycle with your company.