Smart View Content Generation

Pull leads from Close CRM Smart Views and auto-generate personalized outreach content using Mavera’s Generations API

Scenario

Close’s Smart Views are saved lead filters (“Enterprise FinTech”, “Churned Q4”). You want to pull leads matching a Smart View and auto-generate personalized outreach content using Mavera’s Generations API, tailored to that segment.

Architecture

Code

Python

import os, requests
from requests.auth import HTTPBasicAuth

CLOSE_KEY = os.environ["CLOSE_API_KEY"]
CLOSE_AUTH = HTTPBasicAuth(CLOSE_KEY, "")
MAVERA_KEY = os.environ["MAVERA_API_KEY"]

def close_get(path, params=None):
    r = requests.get(f"https://api.close.com/api/v1{path}", auth=CLOSE_AUTH, params=params or {})
    r.raise_for_status()
    return r.json()

# 1. List Smart Views
views = close_get("/saved_search/", {"_type": "lead"}).get("data", [])
print("Smart Views:")
for v in views:
    print(f"  - {v['name']} (id: {v['id']})")

target = views[0] if views else None
if not target:
    print("No Smart Views found.")
    exit()

# 2. Fetch matching leads
leads = close_get("/lead/", {"query": target.get("query", ""), "_limit": 50,
    "_fields": "id,display_name,contacts,custom,description"}).get("data", [])
print(f"\nUsing: {target['name']} ({len(leads)} leads)")

# 3. Build segment description
companies = [l["display_name"] for l in leads[:5]]
titles = list({c["title"] for l in leads for c in l.get("contacts", []) if c.get("title")})[:5]
segment_desc = (
    f"Segment: '{target['name']}'\nCompanies: {', '.join(companies)}\n"
    f"Titles: {', '.join(titles)}\nCount: {len(leads)}"
)

# 4. Generate outreach content
gen = requests.post(
    "https://app.mavera.io/api/v1/generations",
    headers={"Authorization": f"Bearer {MAVERA_KEY}"},
    json={"prompt": (
        f"Write a cold email for this B2B segment. Under 150 words, soft CTA.\n\n"
        f"{segment_desc}\n\n"
        f"Write 3 variants: (1) Pain-point led, (2) Social proof, (3) Curiosity/question led"
    )},
)
gen.raise_for_status()
print(f"\n{'='*50}\nGenerated content for: {target['name']}\n{'='*50}")
print(gen.json().get("content", gen.json().get("text", "")))

# 5. LinkedIn variant
li = requests.post(
    "https://app.mavera.io/api/v1/generations",
    headers={"Authorization": f"Bearer {MAVERA_KEY}"},
    json={"prompt": f"Write a LinkedIn connection request (under 300 chars) for this segment.\n\n{segment_desc}"},
)
li.raise_for_status()
print(f"\nLinkedIn message:\n{li.json().get('content', li.json().get('text', ''))}")

Example Output

Using: Enterprise FinTech (34 leads)

**Variant 1 — Pain-point led:**
Subject: Your compliance team is spending 40 hours/week on reports
Hi {{first_name}}, FinTech compliance teams are drowning in manual
reporting. Our platform automates SOX and SOC 2 reports, cutting
prep time by 80%. Worth a 15-minute walkthrough this week?

**Variant 2 — Social proof:**
Subject: How Acme Payments cut audit prep from 3 weeks to 2 days
Hi {{first_name}}, Acme Payments reduced audit prep from 3 weeks
to 2 days. Happy to share the case study if useful.

**Variant 3 — Curiosity:**
Subject: Quick question about {{company}}'s reporting stack
Hi {{first_name}}, curious — still using spreadsheets for regulatory
reporting? I have a benchmark report for FinTech your size.

LinkedIn: "Hi {{first_name}} — I work with FinTech compliance
teams on automating regulatory reporting. Would love to connect."

Error Handling

Error	Cause	Fix
Smart View returns 0 leads	Criteria too narrow	Verify in Close UI; update filters
query field empty	Internal format	Use GET /lead/?saved_search_id={id} instead
Generation too generic	Segment lacks specificity	Enrich with custom fields or recent activity data
Rate limit on generations	Concurrent calls	Queue with 500ms delay between batches