Does Matillion Offer a Close Connector? Portable Does!

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.

How to Set up a Close ETL Connector in 3 Minutes

It’s easy to connect Close to your data warehouse with Portable.

  1. Create your Portable account (it’s free)
  2. Add a Close source —Search for and select Close
  3. Enter your Close credentials using the instructions in the Portable console
  4. Pick your data warehouse (Snowflake, BigQuery, Redshift, or PostgreSQL) and authenticate
  5. Create a flow connecting Close to your data warehouse
  6. Replicate data from Close to your destination of choice
  7. Set your data flow to run on a cadence (daily, hourly, etc.)

The Benefits of a No-Code Close ETL Solution

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:

  • Applications like: Google Ads, Google Analytics, Google Sheets, Facebook Ads, LinkedIn Ads, Salesforce, Shopify, etc.
  • Databases like: MySQL, SQL Server, MongoDB, etc.

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.

What’s included in Matillion’s product?

  1. 110+ data source connectors
  2. Available in both cloud-based and on-premise versions
  3. Cloud-based GUI-based data transformations
  4. Pricing model based on consumption
  5. Integration with Matillion Data Loader and Matillion ETL

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?

What Is the Best Solution for Bespoke Long-Tail Connectors Like Close

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.

Problem: The options for a Close connector aren’t great

Historically, your options for a Close data pipeline were limited:

  1. Read the Close API documentation and build a custom integration yourself
  2. Find a way to build and maintain your custom connector within Matillion
  3. Hire a data consultant to build and maintain the data pipeline
  4. Ignore the request, give up on accessing the data, and don’t build the dashboard

Solution: Portable already has a prebuilt Close connector

Without writing a line of code you can start syncing data from Close to your data warehouse, today. Here are four common Close integrations you can try out.

  1. Close to Snowflake Integration
  2. Close to Google BigQuery Integration
  3. Close to Amazon Redshift Integration
  4. Close to PostgreSQL Integration

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.

How Do You Create Value From a Close ETL Pipeline?

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.

  1. Open Tasks (By Assignee) —If your team is analyzing tasks, it's easy to build a quick summary of open tasks for each assignee to help to keep everyone in the loop.
  2. Overdue Tasks (By Project) —Every once in a while, tasks are delayed. Setting up alerts or notifications when tasks are overdue within a project can help your team stay on track.
  3. Average Time To Complete Tasks (By Month Created) —For operational teams and support teams, the completion time for tasks can be a great metric to help streamline processes. By showing trend data of the average time to complete tasks, you can better understand how your operational initiatives are working and consistently strive to support clients in real time.

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.

What Are the Benefits of Using Portable for Your Close ETL Workflow?

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:

  1. 300+ data source connectors
  2. Support for the major data warehouses as destinations
  3. Unlimited data volumes
  4. Free development of new data sources
  5. Email and Slack notifications
  6. Hands-on support and maintenance

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.

Ready to Get Started? Sign up for Portable Today!

Pricing is simple, predictable, and based on connectors instead of data volume.

It’s free to sign up and start moving Close data.