What you can do with Close in Sylus
Sylus helps inside sales teams see what's working in Close. Ask "How many calls did each rep make per day last week?" or "What is our conversion rate from first call to opportunity?" and get an answer or dashboard in seconds.
How the Close integration works
Sylus connects with a Close API key and reads leads, contacts, opportunities, tasks, and activities such as calls, emails, and SMS, then syncs them into reports.
How to connect Close to Sylus
You need a Close user whose permissions cover the data you want to analyze.
In Close, go to Settings > Developer > API Keys and create a key.
In Sylus, add Close as a data source, paste the key, and test the connection.
Pick the leads, opportunities, and activities to sync.
