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Clozd

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Clozd

Uncover the real reasons you win and lose

Built by
Clozd
Installs
30+ installs
Sign in to installRequires Clozd subscription

Requirements

HubSpot Plan
    Works with all HubSpot plans
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HubSpot Account permissions
View the required account permissions
Clozd Subscription
Essentials, Professional, or Advanced plan

Overview

Spend less time managing win-loss logistics and more time acting on win-loss insights. Our HubSpot integration takes minutes to set up—and once the integration is established, your work is done.

  • Import deals as soon as they close in HubSpot
  • Automate outreach for win-loss feedback collection
  • Monitor your win rate

Features

Import deals as soon as they close in HubSpot

Each day, deals that were closed in HubSpot are imported into the Clozd Platform. This eliminates the time-consuming and often tedious process of manually pulling a list of buyers for Clozd to interview.

Automate outreach for win-loss feedback collection

Inside the Clozd Platform, you can filter your data by metadata fields you already track in HubSpot to make sure you invite the right people to interview. You can automate this process to reduce sample bias through rule-based (not hand-picked) feedback collection.

Monitor your win rate

See and analyze all data from all past and current opportunities to know your accurate win rate and track how it changes over time. This will allow you to answer questions such as "What is my company's win rate? In which quarter does our organization have the highest win rate?" and "In which industry is our organization most successful?"

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Deals

Deals

Companies

Deal Properties

Company Properties

Deals

Companies

Deal Properties

Company Properties

Participants

Contacts

Contacts

Participants

Owners

Contact Properties

Owners

Contact Properties

Product

Product Properties

Product Properties

Products

Products

Products

More info about shared data

Customers can choose whether or not to push a link to published Clozd win-loss interviews back into HubSpot. Otherwise, this is a one-way integration.

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Essentials, Professional, or Advanced

Included with a Clozd Platform license

Essentials, Professional, or Advanced

Included with a Clozd Platform license

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 04/19/2024

More info

Built by
Clozd
Installs
30+ installs
Categories
Languages this app is available in
English

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