Close CRM Sync Dashboard

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Close CRM Sync Controls

Last Completed Sync

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Database Statistics

- Leads
- Opportunities
- Activities
- Team Members
- Lead History
- Opp. History

Recent Sync Runs

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Meta Marketing API

Meta Sync Controls

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Last Completed Meta Sync

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Meta Database Statistics

- Ad Accounts
- Campaigns
- Ad Sets
- Ads
- Insights
- Pixels

Recent Meta Sync Runs

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CopeCart Import

CopeCart CSV Import

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Drag and drop a CSV file here, or click to browse

Accepts CopeCart export CSV files

Last Completed Import

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CopeCart Database Statistics

- Transactions
- Orders
- Customers
- Gross Revenue

Recent Import Runs

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Ablefy Import

Ablefy CSV Import

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Drag and drop a CSV file here, or click to browse

Accepts Ablefy transactions export CSV files

Last Completed Import

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Ablefy Database Statistics

- Total Transactions
- Payments
- Buyers
- Total Sales
- Payouts
- Revenue (Net)

Recent Import Runs

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Perspective Funnels Import

Perspective CSV Import

Import Perspective Funnels contacts for attribution fallback. Use this data when leads don't have UTMs in Close CRM.

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Drag and drop a CSV file here, or click to browse

Accepts Perspective Funnels export CSV files

Last Completed Import

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Perspective Database Statistics

- Total Contacts
- With Email
- With UTM Content
- With HSA Ad
- With FBCLID
- Any Attribution

Recent Import Runs

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Attribution Refinery

Refinery Controls

Process payments from CopeCart and Ablefy, match to leads, attribute to Meta ads, and identify setters/closers.

Last Completed Refinery Run

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Attribution Statistics

- Total Records
- Revenue (EUR)
- Lead Match %
- Ad Attribution %
- Setter %
- Closer %

Data Health

- Orphaned Payments
- Missing UTMs
- Human Gaps

Recent Refinery Runs

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