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CloseBrevo

Send an email in Brevo when a new lead is added in Close

When a new lead is added in Close, send an email in Brevo.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
2
Accounts
2
Starts
A new lead is added in Close, within seconds

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A new lead is added
A lead created in Close, within seconds. Close pauses a subscription after three days of failed deliveries; the run history shows the silence.
Send an email
A plain-text transactional email from a sender verified in Brevo.
  1. Starts whenA new lead is added
  2. App stepSend an email

What each client fills in

Brevo: From address
For example hello@northside.example
Who it goes to (Brevo)
The address that gets it: yours, or the client’s team.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • Close

    In the client’s Close: Settings → Developer → API Keys → Create API Key.

  • Brevo

    In the client’s Brevo: account menu → SMTP & API → API Keys → Generate a new API key.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Close, for “A new lead is added”
  2. Connect the client’s Brevo, for “Send an email”
  3. Fill in Brevo: From address (For example hello@northside.example)
  4. Fill in Who it goes to (Brevo) (The address that gets it: yours, or the client’s team)

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