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?

  1. In Droyd, go to the Integrations page and then New app.

  2. Click on Close → Connect.

  3. Give it a name and add your Close API key. You can find it in Close under https://app.close.com/settings/api/

    https://s3-us-west-2.amazonaws.com/secure.notion-static.com/d74583e1-df0e-489d-b516-9f6e00e88ffb/CleanShot_2021-02-02_at_13.08.572x.png

    https://s3-us-west-2.amazonaws.com/secure.notion-static.com/3fff0229-ca80-44d8-ab43-a90fd3179f26/CleanShot_2021-02-02_at_13.00.262x.png

  4. 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:

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/55cc196c-78ed-48a0-b078-c136bd082be9/CleanShot_2021-02-02_at_13.08.122x.png

1. Activity metrics

Activity metrics mirror the Reporting section in Close:

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/7a5a3328-9331-46c9-ac1a-97425bb1bd9d/CleanShot_2021-02-02_at_13.02.372x.png

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/55b1253b-1c91-4879-bcc0-b63716fd8d3f/CleanShot_2021-02-02_at_13.04.092x.png

2. Smart views