To proceed you must have a Callbell account and an account on Close.io .
This is an entirely cloud-based CRM and focused on automating and managing the entire sales process within an enterprise. In this tool, we can save the data and progress of our potential customers up to the moment before a possible purchase. One of the main benefits presented by this platform is the possibility of automatically collecting data from potential customers, including integration with Gmail and automatic sending of emails.
With this tool you will be able to make calls, record them and develop great reports on your business and all your customers, allowing an impeccable and super tidy organization. Placing leads in columns where the different stages of each user can be distinguished is certainly a huge help for the sales and contact teams. In general, Close is a CRM capable of integrating all the basic functions a company may need to manage its customers.
1) Create a Callbell account and integrate WhatsApp.
2) Create an account on Close.io.
Once this is done, you can start using the Callbell API documentation to link your WhatsApp Business account to Close.io according to your needs.
One of the most common use cases for businesses wanting to link WhatsApp to Close.io is managing and syncing contacts. These operations are possible thanks to the section of the Callbell API documentation dedicated to contacts.
With this it will be possible, for example, to automatically synchronize the WhatsApp contacts generated in Callbell with the Close.io contacts section (and vice versa).
When a “ zap ” is triggered, Zapier can perform a specific action, (such as creating a new contact in a CRM).
If your IT equipment is impractical, or you want to save valuable implementation time, you can use the official Callbell integration in Zapier to connect WhatsApp with Close.io . One of the strengths of using Zapier is precisely the ease and speed of integration. The downside is instead the cost of Zapier
This allows companies to have a complete and up-to-date view of customer interactions and better understand their needs and preferences.
If you haven’t already done so, first you’ll need to:
1) Create a Callbell account and integrate WhatsApp
2) Create an account on Close.io
3) Create a Zapier account
Once this is done, you will only have to link Callbell and Close.io with Zapier and program the necessary “ zaps ” for the operations you want.
What is Callbell?
What is Close.io?
Another feature is that it allows you to connect other applications such as Callbell in order to connect and create new contacts in both tools. In this same sense, other apps can also be connected to this platform to improve the support and sales process of your company.
About the author: Hello! I am Alan and I am the marketing manager at Callbell, the first communication platform designed to help sales and support teams to collaborate and communicate with customers through direct messaging applications such as WhatsApp, Messenger, Telegram and Instagram Direct
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