Peoplelogic.ai uses the latest Close CRM REST API to aggregate events from the Close CRM accounts that the API key has access to.  Out of the box we aggregate the following events:

• Account Created (a Close CRM Lead if marked as a Customer) ✅

• Account Updated

• Lead Created ✅

• Lead Updated

• Lead Status Changed

• Lead Converted To Customer ✅

• Contact Created ✅

• Contact Updated

• Opportunity Contract Sent

• Opportunity Stage Changed

• Opportunity Won ✅

• Opportunity Lost ✅

• Opportunity Created

• Task Created

• Task Completed

• Engagement Created (note, call, email, sms, etc)

✅  Good KPI choices for this integration

Advanced Insights

Lexi can also use the Close CRM data to produce advanced insights, not simply event data.  Those advanced values to query are:

• time to closed won ✅ 

• time to closed lost ✅

• opportunity (count of total opportunities)

• lead time to opportunity ✅

• opportunity amount

• opportunity amount won

• opportunity amount lost

For more sample queries, including these advanced sales queries, check out the Lexi Query Library.

Metadata

Additionally, Peoplelogic aggregates the following metadata for Close CRM events.  This data may be used in advanced models and may not be queried directly:

• Account ID

• Contact ID

• Probability

• Stage

• Previous Stage

• Owner

• Lead Status

• Old Lead Status

• Duration

• Direction

• Status