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How to connect Close CRM and Sendgrid
Create a New Scenario to Connect Close CRM and Sendgrid
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Sendgrid will be your first step. To do this, click "Choose an app," find Close CRM or Sendgrid, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Sendgrid Node
Next, click the plus (+) icon on the Close CRM node, select Sendgrid from the list of available apps, and choose the action you need from the list of nodes within Sendgrid.
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Authenticate Sendgrid
Now, click the Sendgrid node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendgrid settings. Authentication allows you to use Sendgrid through Latenode.
Configure the Close CRM and Sendgrid Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Close CRM and Sendgrid Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Sendgrid, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and Sendgrid integration works as expected. Depending on your setup, data should flow between Close CRM and Sendgrid (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and Sendgrid
Close CRM + Sendgrid + Slack: When a new lead is added to Close CRM, a personalized email is sent via Sendgrid. The sales team is then notified in Slack about the new lead and the sent email.
Sendgrid + Close CRM + Google Sheets: Log email campaign statistics from Sendgrid into Google Sheets. If a new suppression is added in Sendgrid, update the lead status in Close CRM and track it in Google Sheets.
Close CRM and Sendgrid integration alternatives
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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About Sendgrid
Use Sendgrid in Latenode to automate email sending within larger workflows. Trigger emails based on events in other apps, personalize content with data transformations, and track results. Latenode simplifies complex email automations without code and scales affordably, letting you focus on strategy, not limits.
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See how Latenode works
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FAQ Close CRM and Sendgrid
How can I connect my Close CRM account to Sendgrid using Latenode?
To connect your Close CRM account to Sendgrid on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Sendgrid accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send personalized emails after closing a deal?
Yes, absolutely! Latenode lets you trigger Sendgrid emails from Close CRM deal stages, personalizing content with data. Automate follow-ups and boost customer engagement.
What types of tasks can I perform by integrating Close CRM with Sendgrid?
Integrating Close CRM with Sendgrid allows you to perform various tasks, including:
- Automatically adding new Close CRM leads to a Sendgrid contact list.
- Sending a series of onboarding emails when a lead reaches a specific stage.
- Updating a contact's custom field in Sendgrid based on Close CRM activity.
- Triggering internal notifications in Slack for bounced Sendgrid emails.
- Creating a weekly report summarizing email performance by deal stage.
How can I filter Close CRM contacts before adding them to Sendgrid?
Use Latenode's data filters and JavaScript blocks to precisely segment Close CRM contacts before syncing them with Sendgrid lists.
Are there any limitations to the Close CRM and Sendgrid integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Rate limits apply based on your Close CRM and Sendgrid plans.
- Historical data migration might need manual configuration.
