Sync Close data to Sourcetable
Close
All your business data, synced in a spreadsheet.
Find out how to make the most of your Close CRM data with Sourcetable
Sourcetable Benefits
Data & analytics
Up-to-date, reliable sales metrics can make all the difference for business owners looking to gauge their performance over time, and make informed decisions to retain customers. Sourcetable is an ideal tool for assessing key data from Close and other CRM platforms in one simple, accessible spreadsheet – allowing users to analyze rep performance, build Activity and Campaign Reports and understand user churn at a glance.
Accessibility
Syncing your Close CRM data to Sourcetable keeps it centralized and accessible, with no code required. Everyone on your team will be able to track your business’ CRM data quickly and easily, without having to learn SQL.
All your business data in one place
Sourcetable intuitively brings together key data from over 35 different platforms and databases, including Close. This allows product, marketing and finance teams to navigate their metrics, automate activities and gauge their ongoing performance at a glance, informing next steps while saving time for what matters most – selling your products.
Visualizations
Sourcetable comes with a full suite of visualization tools for your reporting needs - from charts and graphs to conditional formatting, pivot tables and more. Create visually striking dashboards to share with your team and focus on the KPIs that matter.
Find out how to get the most from your Close CRM data with Sourcetable
Smart Templates
Use out of the box tried and tested templates in order to merge sales and customer data, and improve data collaboration across your entire organisation
Quick Analysis
Analyze your Close sales data alongside payment sources to generate cross channel reports in the blink of an eye
Ease Of use
Compile and query all your Close data in one spreadsheet, to identify and act upon the business insights behind the numbers.
Who uses Close data in Sourcetable
💸 CFOs & Accountants
📈 Marketing and Advertising professionals
👷🏿 Sales and Sales Ops folk
🚀 Founders
🏢 Ecommerce businesses
Sample companies
Online businesses integrating Close with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities, engagement and overall performance.
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Retail online stores
(eCommerce) -
Retail offline stores
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B2B Platforms
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Software as a Service
(SaaS) companies -
B2C Marketplaces
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Subscription services
Popular Use Reports & Use Cases
Create automated reports using Close data
Close + Sourcetable
Analyze the impact of Customer Support on closed Salesforce leads
Close + Salesforce
Segment Close customer support tickets by lead source with Segment data
Close + Segment
Analyze customer support performance to predict churn
Close + Sourcetable
Combine MySQL user table and Close tickets for cohort analysis
Close + MySQL
What makes Sourcetable special?
Collaboration
Create views and workflow templates to drive business decisions based on your Close customer history, and share among team members to enhance data collaboration
Automation
Use Sourcetable to automate manual work like adding tickets to your team's project management app, or creating tickets from form entries - freeing up time to focus on providing the best user experience possible.
Interconnectivity
Connect, sync and query your Close CRM data with data from 30+ other sources, no SQL knowledge required.
Frequently Asked Questions
How do I sync my Close data to Sourcetable?
What common integrations do people combine with Close?