Warehouses and Lakes
Sales & Support Analytics

How to load data from Close.com to Redshift

Learn how to use Airbyte to synchronize your Close.com data into Redshift within minutes.

TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up Close.com as a source connector (using Auth, or usually an API key)
  2. set up Redshift as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Close.com

Close is the inside sales CRM of choice for startups and SMBs. Make more calls, send more emails and close more deals starting today. Close is the sales engagement CRM designed to assist SMBs to turn more leads into revenue. With Close, you can email, call, and text your leads without adding any additional features. Power Dialer and task reminders help you follow up more frequently and reach more leads.

What is Redshift

A fully managed data warehouse service in the Amazon Web Services (AWS) cloud, Amazon Redshift is designed for storage and analysis of large-scale datasets. Redshift allows businesses to scale from a few hundred gigabytes to more than a petabyte (a million gigabytes), and utilizes ML techniques to analyze queries, offering businesses new insights from their data. Users can query and combine exabytes of data using standard SQL, and easily save their query results to their S3 data lake.

Integrate Close.com with Redshift in minutes

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Prerequisites

  1. A Close.com account to transfer your customer data automatically from.
  2. A Redshift account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Close.com and Redshift, for seamless data migration.

When using Airbyte to move data from Close.com to Redshift, it extracts data from Close.com using the source connector, converts it into a format Redshift can ingest using the provided schema, and then loads it into Redshift via the destination connector. This allows businesses to leverage their Close.com data for advanced analytics and insights within Redshift, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Close.com as a source connector

1. Open the Airbyte platform and navigate to the "Sources" tab on the left-hand side of the screen.
2. Click on the "Close.com" source connector and select "Create new connection."
3. Enter a name for the connection and click "Next."
4. Enter your Close.com API key and API secret in the appropriate fields.
5. Click "Test" to ensure that the connection is successful.
6. If the test is successful, click "Next" to proceed to the next step.
7. Select the tables you want to replicate from Close.com.
8. Choose the replication frequency and the initial replication start date.
9. Click "Create connection" to finalize the setup.

Once the connection is created, Airbyte will begin replicating data from Close.com according to the specified settings. You can monitor the progress of the replication in the "Connections" tab on the Airbyte platform. If you need to make changes to the connection settings, you can do so by clicking on the connection and selecting "Edit."

Step 2: Set up Redshift as a destination connector

1. First, log in to your Airbyte account and navigate to the "Destinations" tab on the left-hand side of the screen.
2. Click on the "Add Destination" button and select "Redshift" from the list of available connectors.
3. Enter your Redshift database credentials, including the host, port, database name, username, and password.
4. Choose the schema you want to use for your data in Redshift.
5. Select the tables you want to sync from your source connector to Redshift.
6. Map the fields from your source connector to the corresponding fields in Redshift.
7. Choose the sync mode you want to use, either "append" or "replace."
8. Set up any additional options or filters you want to use for your sync.
9. Test your connection to ensure that your data is syncing correctly.
10. Once you are satisfied with your settings, save your configuration and start your sync.

Step 3: Set up a connection to sync your Close.com data to Redshift

Once you've successfully connected Close.com as a data source and Redshift as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select Close.com from the dropdown list of your configured sources.
  3. Select your destination: Choose Redshift from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific Close.com objects you want to import data from towards Redshift. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Close.com to Redshift according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your Redshift data warehouse is always up-to-date with your Close.com data.

Use Cases to transfer your Close.com data to Redshift

Integrating data from Close.com to Redshift provides several benefits. Here are a few use cases:

  1. Advanced Analytics: Redshift’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Close.com data, extracting insights that wouldn't be possible within Close.com alone.
  2. Data Consolidation: If you're using multiple other sources along with Close.com, syncing to Redshift allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: Close.com has limits on historical data. Syncing data to Redshift allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: Redshift provides robust data security features. Syncing Close.com data to Redshift ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: Redshift can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Close.com data.
  6. Data Science and Machine Learning: By having Close.com data in Redshift, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While Close.com provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to Redshift, providing more advanced business intelligence options. If you have a Close.com table that needs to be converted to a Redshift table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a Close.com account as an Airbyte data source connector.
  2. Configure Redshift as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from Close.com to Redshift after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

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Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
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Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
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Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Connectors Used

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Connectors Used

Frequently Asked Questions

What data can you extract from Close.com?

Close.com's API provides access to a wide range of data related to sales and customer relationship management. The following are the categories of data that can be accessed through Close.com's API:  

1. Contacts: This includes information about individual contacts such as name, email address, phone number, and company.  
2. Leads: This includes information about potential customers who have shown interest in a product or service, including their contact information and any interactions they have had with the company.  
3. Opportunities: This includes information about potential sales opportunities, including the value of the opportunity, the stage of the sales process, and any associated contacts or leads.  
4. Activities: This includes information about any activities related to sales or customer relationship management, such as calls, emails, and meetings.  
5. Tasks: This includes information about tasks that need to be completed, such as follow-up calls or emails.  
6. Custom Fields: This includes any custom fields that have been created to store additional information about contacts, leads, or opportunities.  

Overall, Close.com's API provides access to a comprehensive set of data that can be used to improve sales and customer relationship management processes.

What data can you transfer to Redshift?

You can transfer a wide variety of data to Redshift. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from Close.com to Redshift?

The most prominent ETL tools to transfer data from Close.com to Redshift include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from Close.com and various sources (APIs, databases, and more), transforming it efficiently, and loading it into Redshift and other databases, data warehouses and data lakes, enhancing data management capabilities.