This page explains how CloserReel's Close integration works end to end: how to connect it, what it accesses and why, how the automatic render pipeline behaves, and how to configure it. It's written for admins setting up CloserReel and for anyone reviewing the integration.
CloserReel connects to a Close organization and watches for a lead status change you choose. When a lead reaches that status, it automatically writes a short first-person sales script from the lead's live Close data, renders it as a talking AI avatar video using the assigned rep's own chosen avatar and voice, and posts the finished video back onto the lead as a Note — with no manual recording, scripting, or upload step from the rep.
From Onboarding, connect using either method — both remain fully supported and can be switched later from the dashboard:
Either way, the credential is used first to call GET /me/, which confirms it's valid and identifies your organization by name.
CloserReel only calls the following Close endpoints, only for the purposes listed:
CloserReel
GET /me/) — validate the connection and identify your org.GET /lead/{id}/) — name and current status, to know a video should be generated and to personalize the script.GET /contact/{id}/) — the lead's primary contact name, for script personalization.GET /opportunity/?lead_id=) — value and status of the active opportunity, for script personalization and to resolve which rep owns the lead.GET /user/{id}/) — the owning rep's display name, to pick the correct avatar/voice and address the script correctly.POST /activity/note/) — to post status updates and the finished video link onto the lead.POST /webhook/ / DELETE /webhook/{id}/) — to subscribe to lead.updated events and unsubscribe on disconnect.CloserReel never requests access to email content, calls, or any Close data outside this list. Full data handling and retention details are in the Privacy Policy.
During onboarding (and editable later from the dashboard), pick the single lead status in your pipeline that should fire a video — for example "Qualified" or "Proposal Sent." Every lead that reaches that status generates one video. There's no per-lead manual trigger; it's fully automatic once configured.
Each sales rep picks their own avatar and voice once, from a curated library, at a personal settings link (shared from the dashboard's Reps section, or the account owner's own "My avatar" link). CloserReel uses that rep's avatar for every future video where they own the lead. If a rep hasn't picked one yet, CloserReel falls back to the account's default avatar (also chosen during onboarding) rather than guessing or skipping the render.
lead.updated webhook.If any step fails, CloserReel posts a failure Note to the lead instead of leaving it silently stuck, and the render never counts against your monthly video usage.
Every video gets a hosted page at https://closereel.chriscastle.com/v/{id} with a direct player, a thumbnail, and link-preview metadata for chat tools. That's the link posted in the Close Note — Close auto-linkifies it in the activity feed, so no click-through app or separate login is needed to view it.
New accounts start on a free trial (3 videos). Paid plans are billed monthly per Close account: Starter ($49/mo, 50 videos), Growth ($149/mo, 200 videos), and Agency ($299/mo, unlimited). Usage resets at the start of each billing period and does not roll over. If an account reaches its monthly limit, CloserReel stops generating new videos and shows an upgrade prompt in the dashboard — videos already generated that period are unaffected.
Disconnecting from the dashboard immediately deletes the stored credential (API key or OAuth tokens) and removes the registered webhook from your Close account, stopping all further reads and writes right away.
Credentials are encrypted at rest (AES-256) and never exposed to the browser or logged in plain text. Every inbound webhook delivery is verified against Close's signing key before any data is acted on, and all traffic is served over HTTPS. See the Privacy Policy for the full data-handling policy and the Terms of Service for the terms governing use of the service.
Questions about setup, a specific lead's video, or anything in this document: [email protected].