Close
This page will walk you through our Close integration and how to best use it to empower your sales, marketing and success teams.
Understanding Sonar Close integration
Sonar Close integration makes Sonar events available directly in Close through:
- Leads activity notes
- Leads tasks
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.
For companies that are not already leads in the CRM, Sonar gives you the ability to automatically new leads on the first signal directly when setting up an alert.
Leads activity notes
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":
Leads tasks
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.
Turning on Close integration
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:
Setting up an alert to Close
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":
Example of use cases
Using tasks
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
...
Additional use cases are being written by our team and should be available soon.
Last modified 1yr ago