Connect Twilio to Close.io

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Twilio
+
Close.io
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About Twilio

Twilio offers scalable, cloud-based communications for web and mobile apps. This includes the ability for companies to call, SMS, chat, or video conference without having to create a communications infrastructure on their own. Further, Twilio can track tasks, evaluate worker performance and availability, and gather event data that can be used to create historical analytics reports.

About Close.io

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 Twilio data to Amazon Redshift

Load your Twilio data to Google BigQuery

ETL all your Twilio data to Snowflake

Move your Twilio 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

Twilio's End Points

Twilio Tasks
Retrieve data about Twilio tasks that are part of your team’s workflow and filter those tasks using an array of fields including priority, assignment status and name. This data can be gathered from within Twilio or integrated from external sources and added to Twilio’s workflow.
Twilio Events
Track each workspace event that occurs, including things like the creation of a new Twilio task, a worker being assigned to a task or a change in a worker’s activity status. You can use this data to both generate current analytics and store historical record data for future use.
Twilio Workers
Get data about your workers, including their activity, availability and relevant skills. This will help you both assign your workers the tasks that are most suited to their skill sets and ensure that those tasks are only assigned when workers are ready to tackle them.
Twilio Activities
Monitor a worker’s Twilio activity status and use it to determine whether or not to assign an open task to a specific worker.

Close.io's End Points

Close.io Contacts
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.
Close.io Activities
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.
Close.io Opportunities
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.
Close.io Organizations
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.
Close.io Custom Fields
Create custom Close.io 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.

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