Starter

Send a template email in SendGrid when a new contact is added in Intercom

When a new contact is added in Intercom, send a template 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.

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 contact is added: A lead or user created in Intercom (a chat, a form, an import), checked every 5 minutes.
Send a template email: An email from one of the client’s SendGrid dynamic templates, its variables filled from the run. The template sets the subject and content.

SendGrid: From address: For example hello@northside.example
SendGrid: Template ID: Email API → Dynamic Templates → the template: its ID.

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 Intercom: Settings → Integrations → Developer Hub → New app (for their own workspace, no review) → Authentication → copy the access token. The conversation trigger needs the app to be allowed to read conversations.
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.

It lands switched off. The client’s checklist holds exactly this:

Connect the client’s Intercom, for “A new contact is added”
Connect the client’s SendGrid, for “Send a template email”
Fill in SendGrid: From address (For example hello@northside.example)
Fill in SendGrid: Template ID (Email API → Dynamic Templates → the template: its ID)

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