Sync Microsoft Power BI to Close
Improve your contact profiles with product data from your warehouse
Get a demo Try for free
Integration in Four Steps
Step 1: Connect Microsoft Power BI
Step 2: Connect Close as a destination
You can connect to Close.io by providing credentials to Census through an intuitive interface.
Step 3: Define the core data that matters for your business
Step 4: Schedule your sync
Choose your sync frequency with options to transfer data continuously, on a schedule, or triggered via our API.
Get a demoWhere can you sync your Microsoft Power BI in Close?
Contacts
Contacts represent individual people within a company/organization that you're selling to.
API Docs DescriptionLead
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.
API Docs DescriptionOpportunity
Opportunities represent a potential deal with a given company/lead.
API Docs DescriptionOpportunity Status
Opportunity Statuses are used to describe each stage a pending deal can go through within a specific Pipeline.
API Docs DescriptionTrusted by companies you know
Advantages of Census
Build once. Reuse everywhere.
Once you define your models in dbt or in Census, you can sync them to all of the tools, so every team is using the same data to achieve their goals.
No more CSV files & Python scripts
Focus on building a data stack and improving data quality, not writing custom code to integrate with Sales & Marketing tools. Census takes care of getting the data into the hands of your business team. No Engineering favors required.
It just works. At scale.
Whether you sync 100 records or 100 million, we will keep your data in sync across your warehouse and your business tools. Census automatically navigates API failures and monitoring keeps you aware of worst case scenarios.
