Close

Inside Sales Software CRM with Calling & Emailing

Integrate the Close API with the Twilio SendGrid API

Setup the Close API trigger to run a workflow which integrates with the Twilio SendGrid API. Pipedream's integration platform allows you to integrate Close and Twilio SendGrid remarkably fast. Free for developers.

Add Email to Global Suppression with Twilio SendGrid API on New Custom Event from Close API
Close + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Lead from Close API
Close + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Lead Status Change from Close API
Close + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Opportunity from Close API
Close + Twilio SendGrid
 
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Add or Update Contact with Twilio SendGrid API on New Custom Event from Close API
Close + Twilio SendGrid
 
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New Custom Event from the Close API

Emit new event when configured type of events triggered, See all possibilities

 
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New Lead from the Close API

Emit new event when a new Lead is created

 
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New Lead Status Change from the Close API

Emit new event when a Lead status is changed

 
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New Opportunity from the Close API

Emit new event when a new Opportunity is created

 
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New Contact from the Twilio SendGrid API

Emit new event when a new contact is created

 
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Create Lead with the Close API

Creates a lead, See the docs

 
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Add Email to Global Suppression with the Twilio SendGrid API

Allows you to add one or more email addresses to the global suppressions group. See the docs here

 
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Custom Action with the Close API

Makes an aribitrary call to Close API, See for all options.

 
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Add or Update Contact with the Twilio SendGrid API

Adds or updates a contact. See the docs here

 
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Create Contact List with the Twilio SendGrid API

Allows you to create a new contact list. See the docs here

 
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Overview of Close

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Connect Close

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    close: {
      type: "app",
      app: "close",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.close.com/api/v1/me/`,
      auth: {
        username: `${this.close.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

Overview of Twilio SendGrid

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

Connect Twilio SendGrid

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    sendgrid: {
      type: "app",
      app: "sendgrid",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.sendgrid.com/v3/user/account`,
      headers: {
        Authorization: `Bearer ${this.sendgrid.$auth.api_key}`,
      },
    })
  },
})

Community Posts

How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
Two days before Thanksgiving, I decided to put together a simple way for our family to share pictures, because we couldn’t be together in person. The idea: smart photo frames that everyone could text pictures to. Here’s how I got it working. tldr; A Pipedream workflow parses SMS messages sent to a Twilio phone number, extracting the pictures and then using SendGrid to email them to the dedicated email addresses used by our Pix-Star photo frames.