Close.io

Overview

Close.io is a CRM that allows marketing teams to focus on customer communication and makes an automatic record of all activities associated with customers and leads. Companies can use Grouparoo to sync from their data warehouse to Close.io in order to drive a marketing strategy that is data-informed and automatic.

Destinations

Setup

In order to sync data to Close.io with Grouparoo, you will need a Close.io account.

During configuration of this integration using Grouparoo’s UI, you will need an API key. API key management can be found at app.close.com/settings/api. The API dashboard allows you to create new keys and tracks their usage. However, you will only be able to see the API key and copy/paste it during creation.

You’ll also want to be aware of the different destinations available to you. You can export to Leads or to Contacts. Leads are generally seen as companies. Each Lead may have multiple associated Contacts, which are individual people. The way you structure your Model in Grouparoo will indicate which type of Destination you should use.

App

To connect Close.io to Grouparoo, you create an App. This step will specify how Grouparoo can connect to Close.io with your account information to prepare for setting up a new Destination in Grouparoo.

App Options

In Grouparoo’s UI config, you specify the options to connect to Close.io and test the connection. Be sure to click Update after testing to save the new configuration.

Close.io Export Leads

This Destination allows you to sync your Grouparoo Records to Leads in Close.io.

Companies use Close.io to manage communications with potential clients as well as current clients. When a marketer is in the process of selling to a Lead, it is tracked under a category called “Opportunities” in Close.io, which always starts with a Lead.

When you create a Destination you make choices about what data to sync.

Sync Modes

• Sync: Add, update, and remove Close.io Leads as needed.This option looks for new records, changes to existing records, and deletions.
• Additive: Add and update Close.io Leads as needed, but do not remove anybody. This option looks for new Leads to add to Close.io and changes to existing Leads, but does not keep track of deletions.
• Enrich: Only update those Leads that already exist in Close.io. Do not add or remove Leads.

Destination Options

Some types of Destinations require further clarification about how data should sync. In the case of Close.io, there are no further Options to configure before moving on to mapping Record Data.

Record Data

Mapping Grouparoo Record Properties to Close.io Fields is the key to syncing data to Close.io Leads.

Required Properties

You must map a Grouparoo Property to the name Field in Close.io. Choose the Grouparoo Property that uniquely identifies each lead’s business ID or company name from the dropdown menu.

• name: A unique identifier that relates a Lead record to a Record in Grouparoo .

Optional Properties

Other known properties may also be mapped from Properties included in the Model you have built in Grouparoo. These are available through the Grouparoo Property dropdown menus and any other Close.io fields not showing in the mapping form may also be available to map to through the Send Record Property dropdown menu.

Group Data

Any groups you have made in Grouparoo will be available to use as a Close.io Filter. The Filters you assign will help marketers engage with customers more effectively by applying meaningful segmenting to your company’s audience.

Close.io Export Contacts

This Destination allows you to sync your Grouparoo Records to Contacts in Close.io.

Companies use Close.io to manage communications with potential clients as well as current clients. Contacts are individuals who may be associated with corporate level leads. If you are exporting information about individual people rather than companies, this is the Destination type you should choose.

When you create a Destination you make choices about what data to sync.

Sync Modes

• Sync: Add, update, and remove Close.io Contacts as needed.This option looks for new records, changes to existing records, and deletions.
• Additive: Add and update Close.io Contacts as needed, but do not remove anybody. This option looks for new Contacts to add to Close.io and changes to existing Contacts, but does not keep track of deletions.
• Enrich: Only update those Contacts that already exist in Close.io. Do not add or remove Contacts.

Destination Options

Some types of Destinations require further clarification about how data should sync. In the case of Customer.io, there are no further Options to configure before moving on to mapping Record Data.

Record Data

Mapping Grouparoo Record Properties to Customer.io Attributes is the key to syncing data to Close.io Contacts.

Required Properties

You must map a Grouparoo Property to the Email and Lead Attributes in Close.io. Choose the Grouparoo Property that uniquely identifies each individual Contact’s email and Company association from the drop down menu.

• Email: A unique identifier in email format that relates a Contact record to a Record in Grouparoo .
• Lead: A Property that associates the Contact with a Lead, or corporate affiliation.

Optional Properties

Other known properties may also be mapped from Properties included in the Model you have built in Grouparoo. These are available through the Grouparoo Property dropdown menus and any other Close.io fields not showing in the mapping form may also be available to map to through the Send Record Property dropdown menu.

Group Data

Any groups you have made in Grouparoo will be available to use as a Close.io Filter. The Filters you assign will help marketers engage with customers more effectively by applying meaningful segmenting to your company’s audience.

Notes

We strive to keep our documentation accurate, easy to use, and up to date. If you notice that something has changed or is not addressed in the process of setting up your Grouparoo connection with Close.io, please let us know by reaching out to help@grouparoo.com.

As always, if you need support using Grouparoo, reach out to community members in our Slack channel. We are always happy to help!