Close.io

Connect your SegMetrics account to Close.io and pull in all of your historical leads and contact data. You can then use that data to create comprehensive reports inside SegMetrics, enabling you to track the complete customer journey from initial contact through final sale.

Close.io serves as a powerful CRM that tracks leads, deals, and customer interactions throughout your sales pipeline. When integrated with SegMetrics, you gain the ability to connect your CRM data with web analytics, marketing campaigns, and revenue attribution.

Key Benefits of Close.io + SegMetrics Integration:

• Complete Customer Journey Tracking - See how leads move from initial website visit through Close.io pipeline to final purchase
• Revenue Attribution - Connect closed deals back to original marketing sources and campaigns
• Advanced Segmentation - Filter reports by Close.io tags, deal stages, and custom fields
• Historical Data Analysis - Access all your past Close.io data for comprehensive reporting

Important 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.io.

Setting Up the Close.io Connection

Step 1: Access Close.io Integration

1. Head over to the Integrations page (https://app.segmetrics.io/a/integration#crm) in your SegMetrics account
2. Click on the Close.io integration from the available CRM options
3. You'll see the Close.io integration setup screen

Step 2: Get Your Close.io API Key

Before connecting, you'll need to obtain your Close.io API key:

1. Log in to your Close.io account
2. Navigate to Settings > Integrations > API Keys
3. Click "+ New API Key" to generate a new key
4. Copy the API Key value - you'll need this for the next step
5. Give your API key a descriptive name such as "SegMetrics Integration"

Step 3: Complete the Connection

1. Enter your Close.io API Key in the provided field in SegMetrics
2. Click "Connect Close.io" to establish the integration
3. Wait for confirmation that the connection was successful
4. You should see a green status indicator showing Close.io is connected

Data Synchronization and Historical Import

Complete Historical Data Sync

When you connect Close.io to SegMetrics, all historical data from your Close.io account is synced. This includes:

• All Contacts - Names, email addresses, phone numbers, and custom fields
• Deal Information - Pipeline stages, deal values, close dates, and outcomes
• Activity History - Calls, emails, meetings, and notes
• Tags and Custom Fields - All segmentation and categorization data

Ongoing Data Synchronization

Once integrated, SegMetrics imports all historical contact and deal information from your Close.io pipelines and continues to sync new data automatically.

Pro Tip: Once your Close.io 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.io data in your SegMetrics reports.

Creating Reports with Close.io Data

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

New Leads Report: Run a New Leads report (https://app.segmetrics.io/a/report/leads) to see the total number of new leads added to your Close.io account in the last 30 days.

Deal Pipeline Analysis:

• Track conversion rates between deal stages
• Identify bottlenecks in your sales process
• Monitor average deal size and close rates

Lead Source Performance:

• See which marketing channels generate the highest-value leads
• Compare lead quality across different sources
• Track lifetime value by acquisition channel

Connecting Web Analytics to CRM Data

With both Close.io integration and SegMetrics tracking pixel installed on your website, you can:

• Track the complete customer journey from first website visit to closed deal
• Attribute revenue back to specific marketing campaigns and traffic sources
• Identify high-converting pages that lead to quality Close.io leads
• Optimize marketing spend based on actual deal outcomes, not just lead volume

Advanced Filtering and Segmentation

Tag-Based Filtering

Use the Tags filter to filter your reports by contacts who have been applied a given tag name in Close.io. This allows you to:

• Analyze specific customer segments (e.g., enterprise vs. small business)
• Track campaign performance by tagging leads with campaign identifiers
• Monitor lead quality by filtering by lead scoring tags
• Compare different lead sources using source-specific tags

Custom Field Segmentation

SegMetrics imports all custom fields from Close.io, enabling you to:

• Filter by industry, company size, or other custom attributes
• Create customer personas based on Close.io data
• Track performance by sales rep or territory
• Analyze deal characteristics that lead to successful closes

Pipeline Stage Analysis

Monitor how leads progress through your Close.io pipeline:

• Conversion rates between stages - identify where leads get stuck
• Time in stage analysis - optimize your sales process timing
• Win/loss analysis - understand what factors influence deal outcomes
• Pipeline velocity - track how quickly deals move through your process

Frequently Asked Questions

Q. What time zone is Close.io data synced in?

A. Close.io data is synced in UTC. SegMetrics reports on your data based in the timezone that you set in your Account Settings (https://app.segmetrics.io/a/account/edit). This ensures all your reporting remains consistent with your business timezone preferences.

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

A. You do not need to install the SegMetrics tracking pixel to access your Close.io CRM data. However, the tracking pixel provides significant additional value by connecting your website analytics to your CRM data.

Without tracking pixel: You can still analyze Close.io leads, deals, and pipeline performance.

With tracking pixel: You gain the ability to track the complete customer journey from first website visit through Close.io pipeline to final purchase, enabling true revenue attribution.

To learn how to set up website tracking, see our SegMetrics tracking pixel installation guide.

Q. Can I track deals that were created before connecting Close.io to SegMetrics?

A. Yes! When you first connect Close.io to SegMetrics, all historical data from your Close.io account is imported. This includes past deals, contacts, and activities, allowing you to analyze historical performance and trends immediately.

Q. What happens if I disconnect and reconnect Close.io?

A. If you disconnect Close.io and later reconnect it, SegMetrics will re-sync all your Close.io data. Your historical analytics data in SegMetrics will be preserved, and any new Close.io data since the disconnection will be imported during the reconnection process.

Q. Can I see which marketing campaigns led to specific Close.io deals?

A. Yes, when you have both Close.io integration and SegMetrics tracking pixel installed, you can track the complete journey from marketing campaign to closed deal. SegMetrics will show you UTM parameters, traffic sources, and campaign data associated with contacts who become Close.io leads and eventually close as customers.

Q. How often does SegMetrics sync with Close.io?

A. SegMetrics syncs with Close.io automatically throughout the day to ensure your data stays current. New leads, deal updates, and other changes in Close.io typically appear in SegMetrics within 6=8 hours, though initial historical data imports may take longer depending on the size of your Close.io database.