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

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.

• Close

  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:

1. Connect the client’s Close, for “An opportunity changes status”
2. Connect the client’s SendGrid, for “Send an email”
3. Fill in SendGrid: From address (For example hello@northside.example)
4. Fill in Who it goes to (SendGrid) (The address that gets it: yours, or the client’s team)