Sync Close data to Sourcetable

Close

Close is a CRM platform for small business leaders and tech-enabled teams looking to increase revenue and scale without overpaying for enterprise sales software. The platform can be used to analyze how important sales KPIs like deal count, deal value, and conversion rate compare side-by-side and over time.

Sync Close data to Sourcetable

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 โ€“ 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 businessโ€™ 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 โ€“ 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 make the most of your Close CRM data with Sourcetable

A Magic Wand

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

A Magic Wand

Quick Analysis

Analyze your Close sales data alongside payment sources to generate cross channel reports in the blink of an eye

A Magic Wand

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

๐Ÿ’ธ CFOs & Accountants

๐Ÿ“ˆ Marketing and Advertising professionals

๐Ÿ‘ท๐Ÿฟ Sales and Sales Ops folk

๐Ÿง“๐Ÿผ Founders

๐Ÿข 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.

  • Retail online stores

    (eCommerce)
  • Retail offline stores

  • B2B Platforms

  • Software as a Service

    (SaaS) companies
  • B2C Marketplaces

  • Subscription services

What makes Sourcetable special?

A Magic Wand

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

A Magic Wand

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.

A Magic Wand

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?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Close data.
What common integrations do people combine with Close?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key performance metrics from Close - and other CRM platforms such as Salesforce and HubSpot - at a glance, without prior knowledge of SQL or other data languages.