Starter
Send an email in SendGrid when a new lead is added in Close
When a new lead is added in Close, send an email in SendGrid.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
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.
- Starts whenA new lead is addedClose
- App stepSend an email
What each client fills in
- SendGrid: From address
- For example hello@northside.example
- Who it goes to (SendGrid)
- 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.
In the client’s Close: Settings → Developer → API Keys → Create API Key.
SendGrid → Settings → API Keys → Create API Key with Mail Send access; for the triggers, also the Event Webhook settings permission (user.webhooks.event.settings.read and user.webhooks.event.settings.update), or Full Access. The From address must be a verified sender.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Close, for “A new lead is added”
- Connect the client’s SendGrid, for “Send an email”
- Fill in SendGrid: From address (For example hello@northside.example)
- Fill in Who it goes to (SendGrid) (The address that gets it: yours, or the client’s team)
Related templates
- Starter
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