Close.com + Improvado: Sales Pipeline Automated

Connect Close.com and let AI agents query leads, pipeline stages, call logs, and email interactions alongside marketing attribution data.

SOC 2 Type II 1,000+ data sources Any warehouse or BI tool

Improvado Agent

Connected to Close.com

Show me our sales pipeline for Q1 2025 — deals over $50K.

You have 23 active opportunities totaling $1.8M. 8 deals are in the negotiation stage with an average close probability of 72%.

Flag any deals that haven't been touched in 7+ days and draft follow-up tasks.

Found 5 stale opportunities worth $420K. I've created follow-up tasks assigned to the respective account owners with context from the last interaction.

Trusted by data-driven teams

1,000+

Integrations

200+

Close.com Fields

99.9%

SLA Uptime

<5 min

Setup

SOC 2

Type II

Key Takeaways

Connect Close.com CRM via API integration

Improvado connects directly to Close.com's API to extract comprehensive sales and CRM data automatically. The platform pulls lead information, opportunity pipeline data, call logs, email interactions, and sales team performance metrics. Data extraction includes both current records and historical sales activity for trend analysis. Automated syncing ensures your analytics reflect real-time changes in sales pipeline and customer interactions.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Close.com API

15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.

Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.

Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio

AI Agent access via MCP Query, write, and monitor Close.com through Claude, ChatGPT, Cursor, or any MCP client

Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.

OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.

Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.

Integration Details

Unified sales data across platforms

The Marketing Common Data Model normalizes Close.com CRM data for seamless integration with marketing and business platforms. This standardization enables analysis of sales performance alongside marketing campaign data and customer acquisition costs. Cross-platform analysis becomes possible when CRM data follows the same schema as advertising and marketing automation platforms. Your team can track complete customer journeys from marketing touchpoints to closed deals.

Close API v1 · API key · 15-min sync · incremental

Schema Overview

Data objects and fields Improvado extracts from Close.com

Object	Fields
Lead	display_name status_label created_by date_created contacts opportunities
Opportunity	value status_label confidence date_created date_won user_id
Activity	type direction status duration note created_by date_created
Contact	name title emails phones lead_id date_created

How it works

From connection to autonomous action in three steps

Connect

Connect your Close.com account via OAuth. The agent accesses your pipeline data, contact records, activities, and task history with read-write permissions.

Ask

Ask questions like 'Which deals are stuck in demo stage longer than 2 weeks?' or 'Show me all enterprise leads from the logistics industry that haven't been contacted this month.'

Act

The agent creates tasks, updates deal stages, logs calls and emails, assigns leads to reps, sets follow-up reminders, and flags at-risk opportunities based on activity patterns.

Use Cases

What teams ask their AI agent about Close.com

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →

Improvado Agent Analysis

Analyze sales pipeline performance and conversion rates across different lead sources

Your AI agent analyzes Close.com data and delivers actionable insights — automatically, in seconds.

6 hrs → 10 min

Improvado Agent Cross-channel

Track sales team productivity by combining call logs, emails, and deal progression

Your AI agent analyzes Close.com data and delivers actionable insights — automatically, in seconds.

Manual → auto

Improvado Agent Reporting

Generate executive revenue reports combining Close.com deals with marketing attribution

Your AI agent analyzes Close.com data and delivers actionable insights — automatically, in seconds.

4 hrs → 15 min

AI Agent Access

Your agent doesn't just read Close.com — it calculates true pipeline velocity

Read

Reads opportunity data, deal stages, contact information, activity logs, task completion rates, email threads, call notes, lead sources, custom fields, and pipeline velocity metrics.

Write

Creates and assigns tasks, updates deal statuses, logs activities, adds contacts to sequences, schedules follow-ups, moves opportunities between stages, and updates custom field values.

Monitor

Monitors deal aging, activity gaps, stage conversion rates, response times, quota attainment, pipeline coverage ratios, and engagement drop-offs that signal risk.

AI agents query lead sources, opportunity stages, and deal progression timelines directly from Close.com. They analyze call logs and email sequences to identify which sales activities accelerate deal closure. Agents combine Close.com pipeline data with marketing spend to calculate cost per closed deal by channel.

Claude ChatGPT Cursor Gemini Any MCP Client

Explore MCP →

Improvado Agent · Close.com

You

Show me pipeline health by sales rep for December

Sales Performance

Sales Rep	Active Deals	Win Rate
Marcus Chen	14 deals · $680K	64%
Sarah Okonkwo	11 deals · $520K	71%
James Park	9 deals · $440K	58%
Nina Patel	12 deals · $590K	69%
Alex Rodriguez	8 deals · $380K	55%

54 opportunities · $2.61M pipeline · avg 63% win rate

You

Create a task for Marcus to follow up on his top 3 deals by value

3 tasks created for Marcus Chen

$340K in pipeline · Due tomorrow 9 AM

Destinations

Send Close.com data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.

Snowflake → BigQuery → Redshift → Databricks → Power BI → Tableau → Looker Studio → Google Sheets → Domo → Excel → Qlik → Amazon S3 → Metabase → Grafana → PostgreSQL → Azure SQL →

SOC 2 Type II: Certified Security

HIPAA: Health Data Privacy

GDPR: EU Data Protection

CCPA: CA Privacy Standard

Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Close.com as one of 1,000+ integrated sources.

Feature	Improvado	Supermetrics	Funnel.io	Fivetran
Data fields extracted	200+	~90	~120	~80
Total integrations	1,000+	~150	~500	~300
Cross-channel normalization (CDM)	✓ Built-in	✗ Manual	Basic mapping	✗ Raw only
AI Agent access (MCP)	✓ Read, Write, Monitor	✗	✗	✗
Data warehouse destinations	✓ 16+ warehouses & BI tools	Sheets, Looker, BigQuery	BigQuery, Snowflake, Redshift	✓ Broad warehouse support
Refresh frequency	Every 15 min	Scheduled triggers	Daily / 6hr	Every 15 min (premium)
SOC 2 Type II & HIPAA	✓	✗ SOC 2 only	✓ SOC 2	✓
Best for	Teams that want an AI agent, not a pipeline	Small teams, spreadsheets	Mid-market, data teams	Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

What Close.com data can Improvado extract?

Improvado extracts leads, opportunities, contacts, accounts, call logs, email interactions, and sales activities from Close.com. The platform also pulls user performance data, pipeline stages, and custom field information. Both current records and historical sales data are available for comprehensive analysis.

How does Improvado handle Close.com custom fields?

Improvado automatically detects and extracts custom fields from Close.com along with standard CRM data. Custom field mapping is handled through the Marketing Common Data Model to ensure consistency. Field type conversions and data validation maintain data integrity during the transformation process.

Can I analyze Close.com sales team performance?

Yes, Improvado extracts user activity data, call metrics, email volumes, and deal assignment information from Close.com. This enables analysis of individual and team sales performance, activity levels, and conversion rates. Sales productivity metrics can be combined with pipeline data for comprehensive performance dashboards.

Does Improvado extract Close.com call and email data?

Yes, Improvado extracts call logs, email interactions, and communication history from Close.com for sales activity analysis. This includes call duration, outcomes, email open rates, and response times. Communication data helps analyze sales process effectiveness and customer engagement patterns.

How often does Close.com data refresh in Improvado?

Data refresh frequency can be customized based on your sales cycle and reporting needs, typically ranging from hourly to daily updates. Most users schedule refreshes every 2-4 hours to capture recent sales activities and pipeline changes. Real-time syncing is available for high-velocity sales environments.

Can I combine Close.com data with marketing platforms?

Yes, the Marketing Common Data Model enables seamless integration of Close.com sales data with marketing platforms like Google Ads, Facebook, and HubSpot. This unified approach allows analysis of complete customer journeys from first touchpoint to closed deal. Marketing attribution and ROI analysis become possible with combined datasets.

Customer stories

See all customer stories →

“Improvado saves about 90 hours per week and allows us to focus on data analysis rather than routine data aggregation, normalization, and formatting.”

Jeff LeeHead of Social, Media Buy, Influencer & Marketing Data, ASUS

Read story →

“Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours.”

Marc CerniglioInsights & Automation Manager, Chacka Marketing

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Put an AI agent on your Close.com today

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