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With Portable, you can sync Close data into your data warehouse in minutes. Analyze all of your sales CRM solution data from within without having to manage cumbersome ETL scripts.
It’s easy to connect Close to your data warehouse with Portable.
Business intelligence teams love creating value from data. And the easiest way to get started is by using a no-code tool like Matillion for the most common data sources:
By using a SaaS ETL solution like Matillion or Portable, you can focus your efforts on building dashboards, writing SQL, and generating business value instead of deploying and maintaining infrastructure.
Matillion is a great place to get started, but as you build out your data team, you will start to receive more nuanced requests for analytics.
As more requests for insights make their way into your backlog, you won’t be able to repurpose data from your existing data sources (like your product database and CRM system) into new dashboards, so you will need to integrate Close and other bespoke applications into your data warehouse.
The question is: How?
Close isn’t the most niche platform out there, but it’s not as common as Salesforce, SAP, or Oracle. (Trust us, there are some pretty niche connectors out there. We’ve integrated with them!)
As you search for a reliable way to sync data from Close to Snowflake, BigQuery, Redshift, or PostgreSQL, it’s important to understand your options.
Historically, your options for a Close data pipeline were limited:
Without writing a line of code –or entering a credit card– you can start syncing data from Close to your data warehouse, today. Here are four common Close integrations you can try out.
Once you sync data with Portable, it’s easy to get the information you need. Our team is always excited to add new connectors, new endpoints, and new fields —development is fast and entirely free.
At Portable, we handle the development and maintenance of your Close pipeline, so you can focus on creating business value with analytics, automation, and external data products.
Here are a few ideas for sales analytics dashboards to help get you started creating value from your Close integration.
During the process of converting raw data into insights, you should check out tools like DBT, Coalesce, and Narrator for transformation, and tools like Mode, Looker, Tableau, Retool, and Power BI to generate dashboards and insights for users.
In addition to providing a reliable, no-code, simple integration from Close to your data warehouse, Portable includes all of the functionality you would expect from a best-in-class data integration tool:
And in addition to Close, Portable offers over 300 other data sources. Some of the applications are widely used tools like Mailchimp, Zendesk, Twilio, Jira, or Asana, while other tools are much more industry-specific and nuanced.
Pricing is simple, predictable, and based on connectors instead of data volume.
It’s free to sign up and start moving Close data. No credit card is required.