Integrate Close.io with Zendesk
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.
Zendesk is a CRM platform focused on creating a better, more personalized service experience for your customers by providing targeted support based on their specific needs. Zendesk can also organize valuable customer data - including user information, customer service history, and support tickets - and store that data in one place for you to access at any 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 Zendesk data to Amazon Redshift
Load your Zendesk data to Google BigQuery
ETL all your Zendesk data to Snowflake
Move your Zendesk data to MySQL
Integrate Close.io With Zendesk 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.
Zendesk's End Points
Store data about all of your users - including customers, support agents, and administrators - and track the interactions that they have using Zendesk. Use this data to address common issues and create a better overall user experience.
Sort your customers into organizations either manually or based on their email address. This can help you better understand your customers’ needs and more accurately assign support team members to them.
Create support tickets from a range of sources, including email, social media, and other customers support interactions. Use these tickets to track customer usage trends, which will guide your support system moving forward.
Monitor group composition, group availability, and the kinds of support queries that specific groups are tackling and use that data to increase the efficiency of your support workflow.