Sync Panoply to Close

Sync Panoply data to Close

Improve your contact profiles with product data from your warehouse
Want to do more than just look at Close data in Panoply? Census makes it easy to sync data from a single source of truth (data warehouse or database) to operational systems like Close to create data consistency across BI and operational tools.
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Close.io icon
360º Customer Profiles
Personalized Campaigns
Proactive Upselling
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Sync Panoply to Close

Improve your contact profiles with product data from your warehouse

Start for free
panoply icon
Close.io icon
360º Customer Profiles
Personalized Campaigns
Proactive Upselling
Let us show you how
data part for integration uses illustrationimage part for integration uses illustration

Integration in Four Steps

Step 1: Connect Panoply

Connect Panoply with standard API, ODBC and JDBC credentials.

Step 2: Connect Close

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

Write a SQL Statement. Select the records you want to sync from Panoply. Census will match records based on the unique identifier you provide (like email or ID).

Step 4: Schedule your sync

Choose your sync frequency with options to transfer data continuously, on a schedule, or triggered via our API.

Step 1: Connect a single source of truth

Connect to your Panoply data source using standard API or ODBC credentials.

Step 2: Connect Close

You can use an OAuth log-in flow to connect Census to Close directly via the Census Connections page.

Step 3: Define the core data that matters for your business

Write a SQL Statement. Select the records you want to sync from your Panoply data source. Census will match records based on the unique identifier you provide (like email or ID).

Step 4: Schedule your sync

Choose your sync frequency with options to transfer data continuously, on a schedule, or triggered via our API.

Where can you sync your Panoply data in Close?

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.

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.

Lead Status

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

Contacts

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

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

Trusted by companies you know

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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.

Syncing to Census from multiple sources, showing SQL language.

Operational Analytics Use Cases

Syncing from Panoply

Connecting to Panoply

Panoply is a smart cloud data warehouse that automates the collection, modeling, and scaling of any data. Get your comprehensive unified profiles to sync them to your everyday business tools where you can get valuable business insights to help grow your customer base and business revenue.

Now you can use the data in Panoply for more than just analytics and BI. With Panoply reverse ETL you can operationalize your data across your entire customer data stack.

Learn how to use Census with 👉 our Panoply Docs

Syncing to Close

Close.io is a CRM software for your inside sales teams. This tool allows your team to engage with leads through multichannel outreach, prioritize your sales opportunities, and optimize your team's time management to increase sales productivity.

Learn how to use Census with 👉 our Close Docs

Census connects to Panoply through your data source and syncs data to Close. With 50+ integrations (and counting!) and transparent pricing, it’s never been easier to start operationalizing your data. This is what we like to call Reverse ETL.

Census connects to Panoply and syncs data to Close. With 50+ integrations (and counting!) and transparent pricing, it’s never been easier to start operationalizing your data. This is what we like to call Reverse ETL.

PREV
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Census is the Reverse ETL platform of choice for companies who value scalability, observability, and performance.

Performance. Support. Quality. Just three of the reasons Census is the #1 rated Reverse ETL platform on G2.

The #1 rated Reverse ETL platform

"A fantastic tool that is only getting better."

Matthew C
Analytics Engineer

"Like that infomercial rotisserie — you just set it and forget it"

Matt N
Head of Growth

"Census just works"

Eric B
Director of Project Management

“An indispensable tool for BizOps and Go-to-market teams”

Michael T
Business Operations

I used to develop reverse ETL systems with Python and Airflow for destinations like Eloqua, Mixpanel, Braze, Intercom, and Salesforce. Every destination requires different data types, formats, rate limits, and API requests. Census saves me from maintaining my custom code, so I can spend more time to optimize the system itself.

Frances Fang
Sr Data Engineer

Census takes what the analytics team does out of static dashboards and into tools that the rest of the company uses, allowing us to actually deliver on the promise of being “data driven”.

Matt Nicosia
Director of Growth

"A fantastic tool that is only getting better."

Matthew C
Analytics Engineer

"Like that infomercial rotisserie — you just set it and forget it"

Matt N
Head of Growth

"Census just works"

Eric B
Director of Project Management

“An indispensable tool for BizOps and Go-to-market teams”

Michael T
Business Operations

From your data warehouse to your favorite apps. Without code or engineers.

Start using Census today by booking a demo with one of our experts.