Close.io is a sales management platform designed to help sales teams manage their interactions with potential and existing customers more efficiently. It offers features such as contact management, email tracking, sales pipeline management, and report generation.
Integrating Ringover with Close offers you the ability to:
- Call back your customers with one click by clicking on their phone number using our Click2call (Chrome et Firefox Extension)
- Log calls as call activities (with notes, tags, recordings, and transcriptions)
- Log SMS as notes
- Log WhatsApp conversations as notes
- Add CRM fields in the Dialer
- Synchronize contacts and leads
Now, let's proceed with the tool integration 📳
Prerequisites:
- You need to have a Ringover Business or Advanced account to enjoy this integration 💳
- The integration must be done by a Close administrator account 👨💼
Step 1: Activation
- 💻 Go to your Dashboard, Integration section, and click on "Activate"
- A pop-up window will appear, and you will need to click on "Activate"
You will be redirected to a new page. Enter your Close account credentials and authorize access to Ringover by clicking "Allow":
Step 2: Configuration in Ringover
- You can configure the integration behavior according to your needs through the settings. To do this, go back to Dashboard > Store > Integration and click "Configure" next to Close:
- You can add or disable users by clicking on “Manage users”:
- You can customize the integration to match your needs:
- Finally, enable the following options: "Sync contacts (v4)", "Display contact's info during call and only store their info if call-by-call basis is activated", and "Log internal calls".
💡 For more information on the configuration, check out our dedicated section "How to configure your tool?"
Now, you have a complete Ringover integration in Close! 🎉