CRM integration
Connect StefanBrain to Close
Connect Close and ask about your leads, calls, and sales outreach in plain English. StefanBrain turns CRM reality into sharper copy, creative, and media decisions.
What connecting Close unlocks
Lead answers in every chat
Ask about your leads and pipeline the way you would ask a colleague. Answers come from your live Close data, not a stale export or a screenshot.
Call and outreach context
Pull call activity and outreach history into a conversation to see what your sales motion is actually doing this week.
Copy grounded in your sales motion
Feed real lead and outreach context into Copy Chief reviews and creative briefs. Ads and emails speak to the buyers you are actually closing.
Marketing decisions with CRM reality attached
Bring what Close knows about your leads into CRO analysis and media buying discussions, so spend decisions reflect the pipeline behind the clicks.
How to connect
1Open Connectors and choose Close
In StefanBrain, open Connectors, find Close, and click Connect.
2Get an API key from Close
Create or copy an API key from your Close account or developer settings. That key is what StefanBrain uses to reach your CRM.
3Enter your credentials in the dialog
Paste the API key into the connect dialog and save. StefanBrain stores it encrypted and uses it for every Close request.
4Ask your first question
Try asking what leads came in this week, or how your recent outreach has been landing. From there, reference Close data in any chat.
Good to know
- Close connects with an API key instead of a sign-in redirect, so there is no vendor authorization page. You paste the key once and the connection persists.
- If you rotate or revoke the key in Close, the connection stops working. Reconnect with the new key to restore access.
Your credentials stay yours
- We never store your passwords
- Encrypted at rest and in transit
- Disconnect anytime
Frequently asked questions
What can StefanBrain read from Close?
Close is StefanBrain's connector for the leads, calls, and sales outreach living in your CRM. Once connected, chat can pull that data into answers, briefs, and reviews. What comes back follows the access your API key has in Close.
Where do I find my Close API key?
Create or copy one from your Close account or developer settings, then paste it into the connect dialog in StefanBrain. Credentials are encrypted in transit and at rest, and StefanBrain never stores your Close password.
Can StefanBrain change my CRM data without asking?
No. Write actions are classified separately from reads across StefanBrain, and tool permissions let you require approval or block writes entirely. Nothing changes in Close beyond the access you granted.
How do I disconnect later?
One click in Connectors removes access and the stored credential. For a hard stop, also revoke the API key inside Close, which cuts off access immediately. You can reconnect any time with a fresh key.
We also run another CRM. Which one should I connect?
Connect the CRM your sales team actually lives in. StefanBrain also offers Salesforce, Pipedrive, Zoho CRM, Attio, and Folk connectors, and routes CRM questions to the right one when several are connected.
More integrations
Put your Close data to work
Connect once and every StefanBrain surface can use it: chat, creative, copy review, and analysis.
Built for brands serious about growth.