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

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

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
Plain-text email from a verified sender.
  1. Starts whenA new lead is added
  2. App stepSend an email

What each client fills in

Postmark: From
For example Northside Plumbing <hello@northside.example>
Who it goes to (Postmark)
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.

  • Postmark → the client’s server → API Tokens → copy the Server API token. The From address must be a confirmed sender signature or on a verified domain.

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 Postmark, for “Send an email”
  3. Fill in Postmark: From (For example Northside Plumbing <hello@northside.example>)
  4. Fill in Who it goes to (Postmark) (The address that gets it: yours, or the client’s team)

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