As a Close.io power user, I always find myself interacting with its flexible and well-documented API. Whether I'm making adjustments to our sales process or automating certain tasks, I have managed to build quite a few handy Python scripts over time.
After some cleaning, I've decided to share some scripts with my fellow Close.io users:
There will be more scripts added soon, but the first two will help you bulk edit opportunities and generate CSV commission reports:
/opportunity_status_changer- A script that allows you to bulk edit opportunity statuses.
/commission_report_generator- Generate a commission report as a CSV for a given date range.
/daily_email_report- Send a daily sales email report to your team.
/auto_lead_assigner- Automatically assign new leads to users in a rotation using tasks.
I will update this post as new scripts and features get added. Be sure to leave a note in the comments if you have any feedback, issues, or script ideas!