About Asana
Asana allows you to track your team’s work and manage projects clearly and effectively so that your business can stay in sync, hit deadlines, and reach your goals.
About Close.io
Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.
Popular Use Cases
Bring all your Asana data to Amazon Redshift
Load your Asana data to Google BigQuery
ETL all your Asana data to Snowflake
Move your Asana data to MySQL
Bring all your Close.io data to Amazon Redshift
Load your Close.io data to Google BigQuery
ETL all your Close.io data to Snowflake
Move your Close.io data to MySQL
Asana's End Points
Asana Projects
Manage your Asana projects, creating descriptions, setting due dates, tracking progress, and more. This will help you better understand your team’s productivity and your effectiveness over time.
Asana Tasks
If you need an important piece of company-wide information, you can search among all tasks in all accounts. This can help you extract big-picture project insights with just a few clicks, allowing you to prepare your data for analytics.
Asana Tags
Use these tags to track specific data or understand your progress, monitoring by things like workspace ID, tag notes, and more. This will allow for better, more detailed organizational structures.
Asana Stories
A story represents an activity associated with an object in the Asana system. Tracking stories can help you understand your team’s progress, their interactions, and any pain points that they may be experiencing. Use this information to increase things like efficiency and employee satisfaction.
Asana Teams
Control and understand the teams within your organization, then use these records for big-picture insights."
Close.io's End Points
Close.io Contacts
Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.
Close.io Activities
Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.
Close.io Opportunities
Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.
Close.io Organizations
Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.
Close.io Custom Fields
Create custom Close.io fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.
