Connect Close with SegMetrics

Close and SegMetrics

Connect your SegMetrics account to Close and pull in all of your historical leads and contact data. You can then use that data to create reports inside SegMetrics.

Integrate Close and SegMetrics

First, integrate your Close account with your SegMetrics account

To integrate with Close:

  1. Head over to the Integrations page in your SegMetrics account
  2. Click on the Close integration

Note: You can connect to a single CRM or Email tool at a time. If you’ve already connected to a CRM or email tool, you’ll need to disconnect from that tool in order to integrate with Close.

  1. Enter your Close API Key (find your api key at Settings -> Integrations -> API Keys and click "+ New API Key". Then copy the value from your API Key.)
  2. Click Connect Close

Once integrated, SegMetrics imports all historical contact and deal information from your Close pipelines.

How much historical data is synced when you first connect Close to SegMetrics?

When you connect a new Close data source, all historical data from your Close account is synced.

Pro Tip: Once your Close Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical Close data in your SegMetrics reports.

Reporting on Close Data

Now that you have Close connected to your SegMetrics account, you can start running reports and using Close data to filter and segment. 

For example, run a New Leads report to see the total number of new leads added to your Close account in the last 30 days.

Use the Tags filter to filter your reports by contacts who have been applied a given tag name.

Frequently Asked Questions

What time zone is Close data synced in?

Close data is synced in UTC. SegMetrics reports on your data based in the timezone that you set in your Account Settings.

Do I need the tracking pixel to get the data found in my Close account?

You do not need to create a Tracking Link for SegMetrics to track website visitors, it will still gather the UTM data. Tracking Links provide a simple way to get further detail of exactly which link they clicked for ads, email broadcasts, or campaigns.

To learn how to create a tracking link, click here to be taken to our URL builder quick walkthrough.

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