Integrate Invoca with Close.io
Invoca provides call tracking and analytics, allowing users to connect their phone calls and conversations to their larger sales and marketing journeys and use this information to drive revenue and delight their customers.
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.
Popular Use Cases
Bring all your Invoca data to Amazon Redshift
Load your Invoca data to Google BigQuery
ETL all your Invoca data to Snowflake
Move your Invoca data to MySQL
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
Integrate Invoca With Close.io Today
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Invoca's End Points
Report completed order information and other conversion events, allowing you to stay on top of changes that could be difficult to track, including phone conversions and revenue.
Integrate with the Invoca Marketing Automation platform to create, read, update, and delete your marketing and sales operations. This can help you understand campaign effectiveness and make actionable, positive changes.
Retrieve call transactions and correct existing transactions to stay on top of customer interactions.
Allocate a dynamic, trackable promo phone number from a RingPool. When people call, this returns a promo number and a formatted click-through URL. This can help you keep track of your efforts and credit your affiliates for calls.
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.