Sonar Close integration makes Sonar events available directly in Close through:
Leads activity notes
When you setup a Sonar alert and setup Close as the destination, Sonar will automatically create an activity note associated with the company that triggered the event on Close. You can also chose to create a lead task in addition to the timeline event.
A new note will be created for the lead that triggered the event:
If you can't see notes being added to Close, make sure you click on "All activity" and check "Notes":
Just like notes, you can chose to create a task when an alert is triggered. Task names are standard and should be similar to activity timeline events. For example:
Sonar - domain removed Intercom.
Sonar - domain added Stripe
Sonar - Job added: Marketing manager
Sonar - Job_removed: Product Manager
Tasks created will be added with a due date equal to J+7. You can see tasks directly on the lead's profile:
By default tasks are assigned to the person that created the API key or who owns the lead. We're working on allowing you to chose who tasks should be assigned to.
To turn on the Close integration, head over to the integrations page: https://app.purplesonar.com/settings/integrations
From there, you can add a new Close integration:
You will then be asked to add your Close API key:
To get an API key, just visit the Close api settings page and create a new API key:
To create an alert, simply head over to any alert page like technology alerts: https://app.purplesonar.com/signals/tech
Select the technologies you want to track as well as the signal type, then hit "Create alert"
On the modal that appears, give a name to your alert and select the "CRM" channel. Your Close integration should appear as well as 2 fields to enter
You just have to select Close as well as how you want the alerts delivered then hit "create alert":
The most straightforward way to leverage Sonar signals is to use the tasks created for each account.
Your sales, marketing and success team can simply visit the tasks view and look at the tasks due in a given timeframe. One coule use the "Due today" view to check all the companies they need to engage with today and the signal that general