Connect Clarify

Connect Clarify to make customer and pipeline records available in Brief. Chat can read Clarify people, companies, deals, and list names. Brief can also use deals and their associated companies as sales context when that data is available. Brief reads these records; it does not edit them in Clarify.

What Brief can read

• People: Names, email addresses, and other attributes on a person record.
• Companies: Names, domains, and other company attributes.
• Deals: Amounts, stages, close dates, and other deal attributes.
• Lists: Names and the type of records each list shows. The list tool does not return the list's member records.

Chat can retrieve an individual record or search a specified Clarify object, including a custom object. Background sales context uses deals and associated companies, rather than every object in Clarify.

Brief starts fetching sales context after you connect Clarify and schedules a background refresh each day. Chat record lookups read Clarify directly, so a recent change may appear in Chat before it reaches Brief's background sales context.

Each background fetch reads up to 10,000 Clarify deals for sales context. This limit does not apply to direct Clarify lookups in Chat.

Connect Clarify

1. Open Integrations in Brief and select Connect a Tool….
2. Choose Clarify, then select Done to close the catalog. Clarify appears as a row in Integrations.
3. Select Connect on the Clarify row. Sign in to the Clarify workspace you want to share and authorize Brief.
4. Return to Integrations and check that Clarify shows as connected. There is no further setup page after authorization.

The connection is shared with your Brief workspace. A member can make the first connection; a workspace admin must replace or disconnect an active shared connection.

Ask about Clarify in Chat

• “Show our Clarify deals and their stages.”
• “Find people at Acme in Clarify.”
• “Which companies are in Clarify?”
• “What lists exist in Clarify?”
• “Find this deal by name and show its close date.”

Ask for a particular record or object when a broad list does not include what you need.

If something is missing

• “Clarify integration not configured”: Brief needs Clarify connection credentials for your deployment before authorization can begin. Ask your workspace admin to contact Brief.
• Wrong Clarify workspace: Ask a Brief workspace admin to expand Clarify in Integrations and select Disconnect on its Workspace Connection row, then authorize the intended workspace. This changes access for the whole Brief workspace.
• Records cannot be read: Check the connected Clarify workspace and the record there. If the expanded Clarify row shows Reconnect, ask a Brief workspace admin to reauthorize. If Brief says the Clarify workspace is unknown for the connection, reconnect Clarify.
• List members are absent: The Chat list tool shows list details only. Ask about people, companies, or deals directly.

See Attio for another CRM and Integrations to manage connections.