Close + Orcabase

What moves your Close deals forward?

Sync Close through Fivetran and ask how many calls it takes to win, which emails get replies and where opportunities stall, in plain words.

Get started How to connect

Synced by Fivetran
Syncs every 6 hours
No Fivetran account needed

AgentClose connected

How many calls does it take to win a deal?

Reading your Close data…

Won deals took 6 calls on average. Lost deals stopped after 2.

Deals with a second call within 2 days were won twice as often.
Most wins came in the first three weeks of contact.
Win rates drop again after 7 calls.

Win rate by number of calls, %

How I got this· 4 steps

Looked at your Close opportunities and calls
Counted calls before each deal was won or lost
Grouped win rates by number of calls
Checked the time between the first two calls

Example answer. Numbers are illustrative.

In plain words

How do I find what wins deals in Close?

Close logs every call, email and text. Fivetran copies them, with your leads and opportunities, into a database Orcabase hosts for you, so you can see which activity comes before a win.

Ask “how many calls does it take to win a deal?” and get the answer with a chart and the steps behind it.

Ask in plain words

What you can ask about your Close data

The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.

Meet the data agent

How many calls does it take to win a deal?
Which email sequences get the most replies?
Which opportunities have gone quiet?
What’s our win rate by rep this quarter?
How long do opportunities take to close?
Which lead sources bring the biggest deals?
How many calls did each rep make last week?
Show me opportunities won and lost by month.

What comes in

Your Close data, ready to ask about.

A copy in a database Orcabase hosts for you, with its own folder for each app.

Leads and contacts

Companies and people, with their status and custom fields.

Opportunities

Value, status, confidence and close dates.

Activities

Calls, emails, texts, meetings and notes.

Users

Who did what, so any number can be split by person.

Numbers worth defining

Define them once. Every answer agrees.

Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your Close data.

How metrics work

Win rate
Opportunities won divided by opportunities closed.
Calls per won deal
Calls logged before each won opportunity.
Reply rate
Share of emails that got a reply.
Time to close
Average days from opportunity created to won.

Dashboards to start with

Your Close numbers at a glance.

Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.

Sales activity

4 charts

Calls by rep
Emails and replies
Calls per won deal
Opportunities gone quiet

Pipeline

3 charts

Opportunities by status
Win rate by month
Time to close

About dashboards

Better together

Ask across Close and the rest of your business.

The best questions need more than one app. The agent can pull from several sources for one answer.

“How much revenue did last quarter’s won deals bring in?”

Close + Stripe

“Do leads who book a call themselves close faster?”

Close + Calendly

“Which LinkedIn campaigns bring leads that turn into won deals?”

Close + LinkedIn Ads

How to connect

Connect Close, step by step.

1
Find it in Sync data
In Orcabase, go to Sync data → Add source and search for Close. Pick the database to sync into.
2
Connect Close on Fivetran’s page
Fivetran’s page asks you to sign in to Close, or for an API key. Your login goes to Fivetran, never to Orcabase.
3
Choose what to sync
Back in Orcabase, tick the data you want. Only what you pick is synced, and only it counts toward your allowance.
4
Ask away
The first sync starts straight away. When it’s done, ask the agent about your Close data.

What you’ll need

A Close login that can create an API key.
The Admin role in Orcabase, and data hosting: Fivetran writes into a database Orcabase hosts for you.

At a glance

How it connects: Synced by Fivetran
How fresh: Every 6 hours, as standard.
Where your data lives: A copy in a database Orcabase hosts for you, with its own folder for each app.
Who can set it up: An admin in your organization.
Your login: You sign in on Fivetran’s own page. Orcabase never sees your password or keys.
Cost: Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard.

Sync apps with FivetranStep-by-step, in the docs.

Questions

About Close and Orcabase

More in the docs: Sync apps with Fivetran

Does it include calls and emails?

Yes. Calls, emails, texts and meetings logged in Close come along, so you can see which activity moves deals forward.

Can Orcabase change leads or send emails?

No. Orcabase only reads the synced copy.

Do I need a Fivetran account?

No. Orcabase uses its own. You sign in to Close on Fivetran’s page, and the data lands in a database Orcabase hosts for you, so there’s nothing else to set up or pay Fivetran for.

How fresh is my Close data in Orcabase?

Fivetran syncs it every 6 hours as standard, and an admin can run a sync by hand at any time. The page for each source shows when it last synced and when it syncs next.

What does syncing cost?

Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard. Each distinct row that’s added or changed in a month counts once, however often it changes, and the first full copy is free. You choose which tables sync, so you only spend the allowance on what you need.

Keep exploring

More data sources

All data sources

Your Close data already has the answers.

Connect it, ask your first question, and pin the answers you want to see every week.

Get started All data sources