Close.io dialer integration

Written By Bekkie Wetz (Super Administrator)

Updated at December 10th, 2021

We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential. 

App Overview
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call and text your leads from desktop all without add-ons.

Installation
The Admin of the organization is the one who should install it. 
The email addresses in Close and in Jiminny should match in order for the integration to work properly.

Key benefits
It will increase visibility. Each member of the team will be able to find the exact key moment in the call in the space of seconds, making sure you are in the right place in no time at all. 🔥 

Coaching opportunities are endless. You will be able to join a call and live-coach it, leave feedback throughout any playback, share specific key moments with the team, and much more.

Supported languages
It's very important to know that we could support the following languages in terms of transcription - US English, UK English, Australian English, German, Japanese, Korean, Spanish.

FAQs

Which calls do we pull in?

Once the Close Integration is connected, Jiminny will start to import all calls made in Close by active Jiminny Users.
Calls should be imported and processed in Jiminny approximately 5 minutes after the call has ended in Close.io.

Which calls don't we pull in?

  • If the user doesn’t exist in Jiminny;
  • If the call was not recorded in Close.io;
  • If the number you are calling is not in your CRM contacts;
Important note: Please keep in mind that there is a limitation in regards to the "Questions" function. It doesn't pull through when you are using the Close.io dialler. 
If you still need any assistance, do not hesitate to contact our Support team! 🚀