Integrate Wrike with Close.io
Wrike is a cloud-based collaboration and project management software that scales across teams in any business. It allows companies to gain visibility, simplify their planning and streamline their workflow, giving them a better chance at long-term success, clarity, and insights.
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 Wrike data to Amazon Redshift
Load your Wrike data to Google BigQuery
ETL all your Wrike data to Snowflake
Move your Wrike 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 Wrike With Close.io Today
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Wrike's End Points
For account-specific insights, you can also search among all tasks in one account. This can help focus your search and quickly understand the strengths and weaknesses of each of your accounts.
If you need an important piece of company-wide information, you can search among all tasks in all accounts. This function can help you extract big-picture project insights with just a few clicks, allowing you to prepare your data for analytics.
Search among tasks in a specific folder for highly targeted data and insights. Then, combine this information with data from other business-critical data sources to understand it more comprehensively.
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.