Close
Filament

Ask questions about your Close data

Connect Close to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Close tracks leads, opportunities, and sales activities, but understanding which marketing channels drive your best deals or how lead response time affects close rates requires connecting to your ad platforms and analytics tools. Filament links Close to your marketing stack and answers questions about pipeline performance, conversion patterns, and sales efficiency in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Close KPIs with Filament Analytics

Connect your Close account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Close metrics you can track in Filament:

Leads
Track lead records with name, status, source, custom fields, date created, and contact count. Build a kpi dashboard showing lead volume by source and status progression.
records:
idnamestatus_idstatus_labelcustom_fieldsdate_createdcontacts
Opportunities
Track sales opportunities with value, status, confidence, lead association, date created, and expected close date. Analyze pipeline velocity and win rates across different lead sources.
records:
idvaluestatus_idstatus_labelconfidencelead_iddate_createddate_won
Contacts
Track individual contacts with name, email addresses, phone numbers, title, and lead association. See which contact roles correlate with higher close rates.
records:
idnameemailsphonestitlelead_id
Activities
Track calls, emails, and meetings with type, direction, duration, user assignment, date, and lead association. Measure sales team performance and activity patterns that drive deals forward.
records:
idtypedirectiondurationuser_iddate_createdlead_id
Email Threads
Track email conversations with subject, participant count, message count, date created, and lead association. Analyze communication patterns and response times that affect conversion.
records:
idsubjectparticipantsemail_countdate_createdlead_id
Tasks
Track task assignments with text, due date, assigned user, completion status, and lead association. Monitor sales team workload and task completion rates.
records:
idtextdue_dateassigned_tois_completelead_id
Call Logs
Track call records with direction, duration, disposition, recording metadata, date, and lead association. Use business analytics to identify call patterns that improve close rates.
records:
iddirectiondurationdispositionrecording_urldate_createdlead_id
Custom Activities
Track custom activity types with name, fields, date created, user assignment, and lead association. Measure team activities specific to your sales process.
records:
idcustom_activity_type_idlead_iduser_iddate_created
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Combine Close with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Close lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Close data gets even more powerful when combined with other tools:

Close
Google Ads

Close + Google Ads

Connect Close opportunities with Google Ads campaign data to see which keywords and ad groups generate leads that actually close, not just convert.

Close
HubSpot

Close + HubSpot

Connect Close sales data with HubSpot marketing activities to track how email campaigns, landing pages, and content offers influence deal velocity and win rates.

Close
Segment

Close + Segment

Connect Close lead statuses with Segment event data to analyze how product usage and website behavior correlate with sales outcomes and deal size.

Benefits of Filament's Close Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Close account

Connect your Close account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Close data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Close dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Close integration FAQ

Everything you need to know about connecting Close with Filament and getting the most out of your data.