Sync your data warehouse to Close

Reverse ETL for Close

Improve your contact profiles with product data from your warehouse
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What can you do with Close and Census?

360º Customer Profiles
Your stack is composed of 10+ tools. Each one has data about your customers; none have the full picture. With Census, unify that siloed data into a bespoke 360° customer profile that stays in sync across all tools, so your team doesn’t have to go to 5 different places to understand their customers.

Personalized Campaigns
Send the right message to the right person every time, all the time. Automatically educate and nurture self-serve users on features to create upsell opportunities, send periodic account overview emails, and trigger campaigns based on calculated metrics with up-to-date data.

Proactive Upselling
Monitor customer behavior for signals that an account is ready to move to a higher usage tier. Prioritize ready accounts and alert account representatives proactively when it's time to engage accounts.

360º Customer Profiles

Your stack is composed of 10+ tools. Each one has data about your customers; none have the full picture. With Census, unify that siloed data into a bespoke 360° customer profile that stays in sync across all tools, so your team doesn’t have to go to 5 different places to understand their customers.

Marketing Personalization

Send the right message to the right person every time, all the time. Automatically educate and nurture self-serve users on features to create upsell opportunities, send periodic account overview emails, and trigger campaigns based on calculated metrics with up-to-date data.

Upsell Opportunities

Monitor customer behavior for signals that an account is ready to move to a higher usage tier. Prioritize ready accounts and alert account representatives proactively when it's time to engage accounts.

Learn how to connect Close and Census
Learn how to connect Close and Census
Where can Census sync to in Close?

Contacts

Contacts represent individual people within a company/organization that you're selling to.

Lead Status

Lead statuses are a customizable list of stages a Lead can be in.

Lead

Leads are the most important object in Close. They represent a company or organization and can contain contacts, tasks, opportunities, and activities. In fact, these other objects must be children of a Lead. You can think of a Lead in Close like both a "lead" and "account" in the terminology of some other CRMs.

Opportunity

Opportunities represent a potential deal with a given company/lead.

Opportunity Status

Opportunity Statuses are used to describe each stage a pending deal can go through within a specific Pipeline.

Need help getting started with Close?
Connect with us and we'll help you get Close connected to Census in 30 minutes or less! In addition, we can answer any questions you have about the platform or what you can do with it. We've seen a lot of powerful use cases!

Arming a sales person with usage stats and key personas led to 10x better discovery calls.

Kyle Parrish
Head of Sales @ Figma
Close
features:

A single source of truth in all your tools

Census is the easiest way to share a consistent view of your data across your entire business.  Define your models, metrics, and business logic in your data warehouse and sync them to all your operational tools.

  • Create trust in consistent metrics
  • Automate confidently with clean data
  • Simplify your data integration strategy
  • Improve data security and visibility
Take action with confidence
Get your free shirt with your free Census account. When you wear it, you’ll know that you're in with the likes of data visionaries at Notion, Mode, Canva, and Loom.