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.
Autopilot is a visually-focused marketing software that provides tools for automating a customer’s journey. These include custom triggers that can be mapped out and automated ahead of time so that you can send the right kind of follow-up communications to the right customers. Autopilot can also automatically capture visitors, segment contacts using pre-established filters, and track the progress that a company is making towards a marketing goal. This allows users to make modifications that increase efficiency in real 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 Autopilot data to Amazon Redshift
Load your Autopilot data to Google BigQuery
ETL all your Autopilot data to Snowflake
Move your Autopilot data to MySQL
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.
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.
Autopilot's End Points
Manage your contacts by updating, deleting, or retrieving contact data, including names, emails, phone numbers, the source of the lead and their affiliated company. With this information, you can more easily segment each contact into appropriate groupings that will make your marketing more targeted and effective.
Autopilot Smart Segments
Retrieve a list of existing smart segments, including the names and IDs for those segments. Then, gather data from a single smart segment to see relevant contact information, including how many contacts are grouped into that segment and who the first 100 contacts are. You will also get a bookmark link to the next batch of contacts, should there be more.
Get a list of Autopilot journeys that have API triggers, which includes their names and trigger IDs. Then, use that trigger to automatically add a contact to a journey via the contact’s ID or email address.