Close

CompanyDNA's integration with Close enhances your ability to manage and analyze lead and sales data, enabling you to make more informed and effective business decisions. When you authorize CompanyDNA to connect with your Close account, specific access permissions are requested to enrich your analytical experience by accessing user and sales details.

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Why Integrate Close with CompanyDNA?

Integrating the Close application with CompanyDNA offers users a powerful way to streamline the management and analysis of their lead and sales data by leveraging the extensive scopes available, including leads, contacts, opportunities, tasks, activities, emails, and notes. By accessing and analyzing this data, CompanyDNA enables users to transform raw sales data into actionable insights, optimize lead management strategies, improve team collaboration, and make informed decisions based on comprehensive data analysis. CompanyDNA's AI-driven indexing ensures that all lead and sales data is organized and analyzed efficiently, empowering users to maximize the potential of their Close usage.

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Access and Permissions

Leads Access: Grants access to the list of leads you have created. This enables CompanyDNA to analyze lead structures and provide insights into lead progress and conversion rates.

Contacts Access: Allows access to contact details within Close. This helps in organizing and understanding relationships with potential clients.

Opportunities Access: Provides access to sales opportunities that contain leads and contacts. This is crucial for analyzing sales pipelines and understanding potential revenue streams.

Tasks Access: Grants access to tasks related to leads and opportunities. This helps in tracking and managing sales activities.

Activities Access: Allows access to activities logged within Close. This helps in understanding engagement levels and interactions with leads.

Emails Access: Provides access to emails associated with leads and contacts. This helps in analyzing communication effectiveness and follow-up strategies.

Notes Access: Grants access to notes added to leads and opportunities. This is essential for understanding context and background information related to sales interactions.

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Why Do We Need This Access?

The access permissions requested are vital for providing a comprehensive view of your lead and sales data and user interactions. By accessing leads, contacts, opportunities, tasks, activities, emails, and notes, CompanyDNA can deliver deep insights into how your sales processes perform, how users interact with leads, and how opportunities evolve over time. This information is crucial for optimizing lead management strategies, improving team collaboration, and making data-driven decisions to enhance your sales performance.

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Your Control and Privacy

Your privacy and control over your data are of utmost importance. You have the authority to manage and revoke these permissions at any time through your Close account settings. Data obtained by CompanyDNA from third-party applications is stored on your own AWS S3 storage, ensuring that CompanyDNA AI has no direct connection with this data. At CompanyDNA, we prioritize the security and privacy of user data above all else. Permissions for accessing applications like Close are managed securely via OAuth, ensuring that user consent is explicitly obtained and respected. CompanyDNA strictly adheres to Close's guidelines and data protection policies to ensure the security and privacy of your information.

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Getting Started

To integrate your Close account with CompanyDNA:

Log in to your CompanyDNA dashboard.

Navigate to the 'Integrations' section.

Select Close and follow the prompts to authorize read access.

Once disconnected, your sessions in both the CompanyDNA Dashboard and Close will be securely terminated to maintain privacy and data integrity.

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For any questions or need for assistance, please reach out to our support team at hello@companydna.ai.