> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mavera.io/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Info>
  **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.
</Info>

| 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                       |

***

## Prerequisites

<Steps>
  <Step title="Close API key">
    Generate an API key from **Settings → API Keys** in Close.
  </Step>

  <Step title="Mavera API key">
    Grab your key from [app.mavera.io/settings/api](https://app.mavera.io/settings/api).
  </Step>

  <Step title="Environment variables">
    ```bash theme={"dark"}
    export CLOSE_API_KEY="api_..."
    export MAVERA_API_KEY="mvr_..."
    ```
  </Step>

  <Step title="Install dependencies">
    <CodeGroup>
      ```bash Python theme={"dark"}
      pip install requests openai
      ```

      ```bash JavaScript theme={"dark"}
      npm install openai
      ```
    </CodeGroup>
  </Step>
</Steps>

***

## Jobs

<CardGroup cols={2}>
  <Card title="Email Sequence A/B Testing" icon="envelope" href="/integrations/close-crm/email-ab-testing">
    Show top and worst-performing cold emails to a Focus Group for qualitative A/B validation
  </Card>

  <Card title="Call Recording Analysis" icon="phone" href="/integrations/close-crm/call-recording-analysis">
    Transcribe call recordings and feed them into Mave Agent for structured meeting analysis
  </Card>

  <Card title="Lead-to-Persona Automation" icon="user-plus" href="/integrations/close-crm/lead-to-persona">
    Auto-create Mavera Custom Personas for each ICP segment based on Close lead data
  </Card>

  <Card title="Smart View Content Generation" icon="wand-magic-sparkles" href="/integrations/close-crm/smart-view-content">
    Pull leads from Smart Views and auto-generate personalized outreach content
  </Card>
</CardGroup>

***

## Production Tips

<AccordionGroup>
  <Accordion title="Paginate with has_more">
    Close uses `has_more` + `_skip` for pagination:

    ```python theme={"dark"}
    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
    ```
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Cache transcriptions">
    Call recordings are immutable. Cache transcripts keyed by `activity_id` to avoid re-transcribing.
  </Accordion>

  <Accordion title="Webhook-driven persona sync">
    Use Close webhooks (**Settings → Webhooks**) to trigger lead-to-persona sync on lead create/update.
  </Accordion>
</AccordionGroup>

***

## 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](/guides/credits) for details.

***

<CardGroup cols={2}>
  <Card title="Pipedrive" icon="filter" href="/integrations/pipedrive">
    Pipeline voice analysis, activity scoring, lost deal focus groups
  </Card>

  <Card title="Salesforce" icon="cloud" href="/integrations/salesforce">
    8 jobs — lead scoring, deal-stage focus groups, account research
  </Card>

  <Card title="HubSpot" icon="envelope-open" href="/integrations/hubspot">
    8 jobs — lifecycle personas, meeting analysis, engagement refinement
  </Card>

  <Card title="Integrations" icon="plug" href="/integrations">
    All integrations
  </Card>
</CardGroup>
