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Solution

Close Integration

Virtually integrate with Close.  No developer required.
Core Experience CRM Integration
Created By eOne Solutions
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Virtual Integration
Embed and Display Data Real-Time

When your integration goal is to provide visibility and access to external data, virtual integration is the perfect solution.​

Virtual integration is a powerful integration option that lets you configure your Close integration in minutes, not weeks with Popdock widgets:​

  • Embed detailed Popdock reports that includes Close data in your app.​
  • Embed detailed Popdock reports that includes data from other apps in Close.​
  • Embed data with parameters related to specific records, like transactions from your ERP related to specific Close account records.​
  • Allow your users to view related details like invoice lines related to invoice headers.​
  • Allow your users to use Popdock actions to do things like open records or run a process.

Outcomes Delivered​

  1. Integrate in minutes, not weeks.​
  2. Real-time integration, every time.​
  3. Relevant, convenient insight in app for users.​
  4. Interface for users to view and take action on the data.

Licensing Required​

Popdock Basic Plan

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Solution Customer 360

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App Popdock for Microsoft Teams

Access real-time, actionable reports conveniently in Microsoft Teams.

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eOne’s data management suite is used by the world’s most iconic brands for core ERP integration and automation processes.

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