Close Integration Profiles

Connecting data between Close CRM with eCommerce, ERP, BI, Marketing Automation, and Accounting systems takes a lot of time, money and involves spending numerous resources? Streamline your Close operations with our fully managed middleware platform; Our HexaSync stays between Close and any external systems that help automate the data-sharing process and reduces the possibility of human error so that your company could focus on effectiveness and revenue.

Through HexaSync, businesses save a lot of time and resources as business processes run seamlessly and efficiently:

  • Faster and more accurate customer management process
  • Automated inventory management
  • Sales process updated and automated in real time
beehexa_circle-close-integration

Finding your App? Let's book the Free Demo

Dont worry! You will find your app easier in the next time

Easy automation for busy people. Beehexa moves info between your web apps automatically, so you can focus on your most important work.

the key important flows of Close and System integrations

Close API integration significantly improves efficiency — Inventory, orders, customer data, and shipping information are all integrated between key business systems.

Automation with Close workflow

People say that data integration is complex but our product is designed to eliminate all these hurdles in the shortest time by adopting agile development process inside of their builtin features

Config​.png

Config

We enable some simple configurations steps to access your data source and destination to review all the necessary data like products, customers and orders.

Untitled-3_Sync​.png

sync

Try to sync a single data point like to creating a new product, updating its stock or creating a new customer to see how the system work.

Monitor-1.png

monitor

Turn the runtime service to enable real-time data sync then monitoring the data flow between the business systems and the CRM solution.

Why choose HexaSync

“Four years ago when I found an extension on the Magento Market from Beehexa, I didn’t realize how lucky I was about to become. The extension worked great out of the box, but I needed some support to customize the features. Since then the Beehexa team has provided my company with full time, certified Magento resources to handle all of the online growth for my clients. They have also allowed me to create an additional revenue stream as a VAR for the HexaSync Integration Platform to connect our client’s eCommerce sites to their ERP systems. I cannot fully articulate how thankful I am for all of their help!”

davidedmonson-1.jpg
5/5

DAVID EDMONSON

VARIUX FOUNDER, CEO

Fast Integration

Our process consultants can help you improve workflows and systems by building custom applications and integrating disparate systems.

Agile Scalability

The Agile framework helps measure the team’s performance, identify bottlenecks and make data-driven decisions to correct them.

Security Compliance

We let you capture, report, and remediate security risks in real-time, that will let you pinpoint any changes that need to be made, and adhere to regulations and standards.

Frequently Asked Questions

Close is a customer relationship management software that provides an overview of all your sales processes and activities. It automatically organizes your sales activities which include calls, emails, reminders, and more.

Today’s CRM tools are supercharged with integrations that foster collaboration and accessible data — all under one roof. The right tool should help companies target different audiences, design smart automations based on an individual lead or customer’s activity, proactively work with contacts and manage relationships. More importantly, every department can now deliver consistent, personalized interactions in the best interest of customers.

While features vary by department or industry, six advantages of Close CRM platforms that enable customer-centric experiences are:

  1. A single view of the customer for cross-functional insight and reporting.
  2. Dashboards that visually showcase data in action.
  3. Customer-centric automation.
  4. Proactive service.
  5. Optimized processes.
  6. Simplified collaboration.

 Close integration is the process of combining Salesforce data and functionality with that of another software to give users a unified experience. It allows you to provide your staff with the best of both worlds by combining features from both platforms.

Users of  Close frequently have to reconcile data between two platforms and transition between them when doing specific tasks.  Close integration solves this challenge by providing a consolidated platform for them to work on.

Integrating software from scratch is never an easy task. Fortunately, most CRM platforms provide either pre-integrated solutions or streamlined processes to help you get started quickly. After all, CRM vendors have their own sales and reputations to think about.

Still, some challenges do arise. Home-grown software, for one, may not integrate as smoothly as a leading business solution, particularly if it does not support a popular API. The integration will also require a common database, which means all legacy data on current platform silos will have to be migrated into a new universal domain. This can be a tricky endeavor, considering that most business units have grown accustomed to working with their data just as it is.

Integrations are helpful tools for virtually every business, no matter the size or industry. There are integrations suited for every type of company (startups, SMBs, and enterprise companies) with any purpose (advertising, analytics, or content). Many businesses place a high priority on integrating their apps with Close in order to achieve faster results and more efficiency. According to several business professionals, there are a few noteworthy guidelines for effective marketing.

  • Identification of integration type involvement: Batch or real-time
  • The information must be transported from one system to another.
  • Making a custom API to call third-party APIs for further information
  • Knowing when to migrate data to Close
  • Options for configuration should be understood.
  • Only those with a thorough understanding of corporate integration and infinite data should apply.

The developer team must be familiar with both the systems they wish to integrate, one of which is a Salesforce application. Spending extra time preparing the data needed for integration will help you become more familiar with the apps. This will aid the developer in comprehending the interdependence of the two programs.

It’s also crucial to make sure both apps have the same data architecture in order to achieve a smooth and seamless integration. Finally, before proceeding with the integration process, ensure that APIs are enabled on both applications and that API limitations are adhered to.

Get started for free

You can’t add more hours to the day. Beehexa is the next best thing.