Send an email in SendGrid when a deal moves to a stage in HubSpot

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.

HubSpot: Stage ID

Settings → Objects → Deals → Pipelines: the stage’s internal ID (closedwon, appointmentscheduled, or a number).

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 HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.

• 

  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 HubSpot, for “A deal moves to a stage”
2. Connect the client’s SendGrid, for “Send an email”
3. Fill in HubSpot: Stage ID (Settings → Objects → Deals → Pipelines: the stage’s internal ID (closedwon, appointmentscheduled, or a number))
4. Fill in SendGrid: From address (For example hello@northside.example)
5. Fill in Who it goes to (SendGrid) (The address that gets it: yours, or the client’s team)