Close CRM

Integrate Mavera with Close CRM — email sequence A/B validation, call recording analysis, lead-to-persona automation, and smart view content generation

Overview

These jobs show how to pull data from Close CRM (Emails, Calls, Leads, Smart Views) → analyze with Mavera (Chat, Focus Group, Mave Agent, Generations) → get persona-validated insights for outbound strategy, call coaching, persona management, and content generation.

Close API uses a single base URL for all endpoints. Authenticate with an API Key via HTTP Basic Auth (key as username, empty password) or OAuth 2.0 Bearer tokens.

Detail	Value
Base URL	https://api.close.com/api/v1/
Auth	API Key (HTTP Basic — key as username) or OAuth 2.0 Bearer
Rate limits	10 RPS (Starter) → 40 RPS (Enterprise); X-Rate-Limit-* headers
Mavera surfaces	Chat, Focus Group, Mave Agent, Generations

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Prerequisites

1. Close API key

   Generate an API key from Settings → API Keys in Close.

2. Mavera API key

   Grab your key from app.mavera.io/settings/api.

3. Environment variables

   export CLOSE_API_KEY="api_..."
   export MAVERA_API_KEY="mvr_..."
   
4. Install dependencies

   Python

   pip install requests openai
   

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Jobs

Email Sequence A/B Testing

Show top and worst-performing cold emails to a Focus Group for qualitative A/B validation

Call Recording Analysis

Transcribe call recordings and feed them into Mave Agent for structured meeting analysis

Lead-to-Persona Automation

Auto-create Mavera Custom Personas for each ICP segment based on Close lead data

Smart View Content Generation

Pull leads from Smart Views and auto-generate personalized outreach content

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Production Tips

Paginate with has_more

Close uses has_more + _skip for pagination:

all_leads = []
skip = 0
while True:
    resp = close_get("/lead/", {"_limit": 100, "_skip": skip})
    all_leads.extend(resp.get("data", []))
    if not resp.get("has_more"):
        break
    skip += 100

Rate limit helper

Read X-Rate-Limit-Reset header on 429 responses and time.sleep() before retrying. Limit concurrent requests to stay under 10-40 RPS based on your plan tier.

Cache transcriptions

Call recordings are immutable. Cache transcripts keyed by activity_id to avoid re-transcribing.

Webhook-driven persona sync

Use Close webhooks (Settings → Webhooks) to trigger lead-to-persona sync on lead create/update.

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Credits

Mavera surface	Credits/call	Typical usage
Focus Group	~10–30	Email A/B validation
Mave Agent	~5–15	Call recording analysis
Personas	~1–2	Lead-to-persona creation
Generations	~1–5	Smart View content

See Credits for details.

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Integrations

All integrations