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Close integration

Close sales gamification

Sales Gamification connects to Close and scores your team on Opportunities, Opportunity statuses and Close's built-in communication activity — calls with duration, emails and SMS. Because calling is native to Close rather than bolted on, call-quality guardrails work particularly cleanly here.

What gets scored in Close

Opportunities

Value, status and status transitions drive outcome scoring.

Calls

Native calling means duration and recording data are available for quality-gated scoring.

Emails and SMS

Outbound and reply activity feed the leading-indicator side of the model.

Leads and Smart Views

Smart View membership can scope a board to a specific segment or campaign.

Opportunity statuses

Blueprint reads your opportunity statuses and maps each to a funnel step, then weights the model around the step losing volume.

  1. 1Active
  2. 2Qualified
  3. 3Demo
  4. 4Proposal
  5. 5Negotiation
  6. 6Won

Worth knowing about Close

Native calling makes talk time honest

In most CRMs, call metrics depend on reps logging their own calls, which makes them easy to inflate and hard to trust. Close records calls natively with real duration, so talk time and connect counts can be scored directly — a metric worth using here that is worth avoiding elsewhere.

Competition ideas

Contests that only work with Close data

Each of these depends on something Close tracks natively, so they are worth running here specifically.

Talk time ladder

Talk time ladder

Cumulative call minutes over a duration floor

Close's native call duration makes talk time a trustworthy metric here in a way it is not in CRMs where calls are logged manually.

Reply race

Reply race

Email replies received

Scores responses rather than sends, so the contest rewards messages worth replying to instead of volume.

Smart View sprint

Smart View sprint

Opportunities advanced within a Smart View

Scopes a competition to a specific segment — a campaign, a territory, a re-engagement list — using Close's own filtering.

Setting it up

  1. 1

    Connect Close

    Authorise from your workspace. Access covers Opportunities, Leads, Calls, Emails and SMS.

  2. 2

    Set the duration floor

    Choose the minimum call length that counts as a conversation. Sixty seconds is the usual starting point.

  3. 3

    Weight the model

    Blueprint balances communication activity against opportunity progress based on your cycle length.

  4. 4

    Launch

    The board is live and updates as calls, emails and status changes land.

Frequently asked questions

Why is call scoring more reliable in Close?+

Because calling is native rather than logged manually. Close records actual duration, so a scoring model can require a genuine conversation length before points are awarded. In CRMs where reps log calls themselves, dial counts are trivially padded and need much heavier guardrails.

Can a competition be scoped to a segment?+

Yes, using Close's Smart Views. A board or contest can be scoped to a specific campaign, territory or re-engagement list rather than the whole pipeline, which is useful for focused pushes.

Does it score email activity?+

Yes, and the recommended default is to score replies received rather than emails sent. Scoring sends rewards volume; scoring replies rewards messages worth answering, which is the behaviour you actually want.

How are Opportunity statuses used?+

Status transitions are scored as funnel progress, and Blueprint reads the transition rates to find the step where deals are stalling, then weights the model around it.

Run your Close data through Blueprint

Blueprint reads your opportunity statuses, weights the scoring model around where the funnel is losing volume, and hands you a competition ready to launch.

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