ActionDesk CRM Integration

Connect Close and Actiondesk to pull your Close data into Actiondesk and produce custom sales reports. Import data in your spreadsheet, explore, and transform it with automatic refreshes. Natively integrated with your data sources without a learning curve. This integration helps sales leaders keep clean, insight-packed data up-to-date in Close.

Actiondesk is an easy-to-use spreadsheet that connects your data from multiple sources, including databases or SaaS, into one place and allows you to work on your data live. Actiondesk works just like Google Sheet or Excel, that way you don’t have to learn a new tool.

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