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CloseBrevo

Send an email in Brevo when an opportunity changes status in Close

When an opportunity changes status 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
An opportunity changes status 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.

An opportunity changes status
An opportunity moves to another status (won, lost, or one of yours), within seconds.
Send an email
A plain-text transactional email from a sender verified in Brevo.
  1. Starts whenAn opportunity changes status
  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 “An opportunity changes status”
  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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