What I can do with this integration
With the Droyd <> Close integration, you will be able to create metrics using the data from your sales automation tool, and schedule automatic reports and updates on your sales performance.
How to connect to Close?
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In Droyd, go to the Integrations page and then New app.
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Click on Close → Connect.
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Give it a name and add your Close API key. You can find it in Close under https://app.close.com/settings/api/
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Test your API key in Droyd and Save. that's it.
Metrics
To create metrics using the close integration, go to metrics, then new metric. You will be able access the Close.com query builder.
There are 2 methods to create metrics with Close in Droyd:
1. Activity metrics
Activity metrics mirror the Reporting section in Close:
- Metric is the field you want to track: calls, created leads, won opportunities etc...
- Date range adds a filter to the metric. For installs All - Calls, Date Range - All time will show all calls ever made. If you filter for Today, it will show calls made today.
- Apply Smart View is optional. It allows you to add a smart view on top of the existing query. This is useful if you have setup some specific Smart Views in Close.
- User is optional, and allows you to easily filter a metric on a specific user. This is helpful if you want to create several metrics in Droyd for each of your team members.
2. Smart views