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Plan: This integration is available to customers on all plans.
Users: In order to create an API key for integrations, you must be an Administrator.
How to use Close.io and Process Street to manage your sales qualification process
Why use this integration?
- Using a workflow run for sales qualification means it’s easy to add new SDRs to the team.
- Train and maintain consistency in your sales process.
- Keep your CRM data uniform by calculating opportunity value and configuring custom fields with Zapier.
- Inside Close.io, you can now hit one button (run qualification checklist) to instantly launch a BANT qualification workflow run and populate it with the data from your CRM.
- You can use Process Street’s dropdown menus to categorize leads into use cases.
- The data you input in Process Street can be fed directly back into the CRM to create your call note.
- Checkboxes can automatically configure tasks in Close.io for your SDRs.
- Build out notes, opportunities, and tasks while you log information on sales calls. This makes for zero data entry after each sales call and uniformity in your notes.
- Easily run reports on your structured data (because the data is formatted properly in your CRM and Process Street, not lost on a freeform note somewhere)