Connect SendGrid and Close to Build Intelligent Automations

Choose a Trigger

SendGrid

When this happens...

Choose an Action

Close

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Ready to use SendGrid and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

Action is the task that follows automatically within your SendGrid integrations.

Create or Update Contact

Create or Update Contact

This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.

Add Recipient to SendGrid

Add Recipient to SendGrid

Add a Recipient to SendGrid List.

Add a Single Recipient to a List

Add a Single Recipient to a List

Adds an existing recipient to a specified SendGrid contact list.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

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Frequently Asked Questions

How do I start an integration between SendGrid and Close?

To start, connect both your SendGrid and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in SendGrid triggers actions in Close (or vice versa).

Can we customize how data from SendGrid is recorded in Close?

Absolutely. You can customize how SendGrid data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SendGrid and Close?

The data sync between SendGrid and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SendGrid to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SendGrid and Close?

Yes, you can set conditional logic to control the flow of data between SendGrid and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

SendGrid

About SendGrid

SendGrid, a Twilio service, offers cloud-based solutions to facilitate email marketing campaigns, transactional emails, and direct email communication through API, SMTP Relay, and Marketing Campaigns interface.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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