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Sync your data warehouse to Close

Reverse ETL for Close

Improve your contact profiles with product data from your warehouse

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data part for integration uses illustration

image part for integration uses illustration

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 customers to create upsell opportunities, send product recommendations based on customer behavior, 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

Read the docs View on Hubspot Marketplace

Learn more about Close

Learn how to connect Close and Census

Read the docs

Learn more about Close

Where can Census sync to in Close?

Contacts

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

API Docs Description

Lead Status

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

API Docs Description

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.

API Docs Description

Opportunity

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

API Docs Description

Opportunity Status

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

API Docs Description

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

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.