Connector Database / Close.com
Analyze your Close.com data with AI
Build interactive dashboards, generate automated reports, and unlock business intelligence insights from your Close.com data with AI-powered assistant.
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Start with a question
Generate automated reports and business intelligence insights from your Close.com data—as fast as you can ask them.
Build dashboards and data visualizations
Transform your conversation into dynamic data visualizations on an intuitive data canvas.
Integrate all your data
Unify your Close.com data with DuckDB-powered data warehouse including Stripe, MySQL, Salesforce and HubSpot.
Available Close.com Data
Connects to Close (Close.io) CRM to extract core sales data: leads with contacts and opportunities, user activities (emails, calls, status changes), tasks, users, custom field definitions, and the change event log. Enables analysis of sales pipeline health, funnel performance, rep activity and productivity, task execution, and audit/change history across CRM objects.
Lead
Represents company/lead records with associated contacts and addresses; used to analyze lead volume, source/segment performance, and progression through statuses.
Opportunity
Represents sales opportunities attached to leads; enables analysis of pipeline coverage, win rates, deal velocity, and revenue forecasting.
Contact
Represents individual people within leads; supports engagement analysis, contactability, and audience segmentation by role or region.
Activity
Logs emails, calls, and status changes on leads and contacts; used to measure outreach volume, response rates, SLAs, and rep follow-up performance.
Task
Scheduled follow-ups such as call and email tasks; enables tracking of workload, completion rates, overdue items, and adherence to cadences.
User
Sales users and team membership; used to attribute ownership and compare rep productivity, activity levels, and pipeline outcomes.
Event
Immutable audit log of changes across CRM objects; supports stage transition analysis, pipeline velocity, and data quality auditing.
Authentication Required
Uses an API key from your Close account via HTTP Basic authentication
Getting started with
Close.com Analytics & Business Intelligence
Connect your Close.com data
Connect to Close.com once and automatically sync data to your centralized data warehouse for real-time reporting and analytics.
Build business intelligence models
Create automated reports, dashboards, and data visualizations with customizable business logic and AI-powered insights for consistent analytics across your organization.
Generate reports and insights
Create interactive dashboards, automated reports, and data visualizations with AI-powered business intelligence. Share live analytics and scheduled reporting with your team.
Want to see how easy it is to get started?
Close.com usersDefinite
People love Definite because it lets you focus on what matters. Setting up your own data infrastructure doesn't make your beer taste better. Skip the tedium and start at analytics.
I was leading the efforts of setting up a business intelligence function. I was surprised how complex this all was to do even today. It's something that every tech company would need at some point but it hasn't been simplified. You need a whole team focused on building a data warehouse, setting up the right pipelines, and then integrating a BI tool on top.Definite wasn't only the answer to this problem, it tackled the next problem I knew I'd have as soon as the BI tool was ready — how do we get non-technical teams and people to learn and utilise such a tool.
Our analytics before Definite consisted of dozens of Excel sheets that took hours to update. Manual updates led to errors. Everyone questioned the accuracy of the numbers. Many people just stopped looking at the reports.After Definite, everything ran like clockwork.We immediately saved thousands of dollars per month in the time spent updating reports and have built strategies (e.g. improved ROI on ad spend, inventory management, etc.) on the data that will yield millions to our bottom line.
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