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Email → Create (Send)

AI-generated

Summary

Sends an email from Close to a specified recipient and associates it with a lead and contact. Use either a saved email template or provide the subject and body, then choose a Close user and authorized sender address.

Inputs

  • Lead ID (required) — Close lead to associate with the email.
  • Contact ID (required) — Close contact to associate with the email and receive the email; required when using a template.
  • Sender User Name or ID (required) — Close user sending the email.
  • Sender Email (required) — Connected sender address the selected user is authorized to use.
  • To (required) — Email recipient address.
  • Use Email Template — When enabled, selects a saved template instead of manually entering a subject and body.
  • Template Name or ID (required) — Saved template to use; shown when Use Email Template is enabled.
  • Subject — Email subject; shown when template use is disabled.
  • Body Type — Choose HTML or plain text for the manually entered body; defaults to HTML.
  • Body — Email content; shown when template use is disabled.
  • Additional Fields — Optional CC and BCC email addresses.

Output shape

a single email record

The source pack does not expose the email execution branch body, so the exact returned fields are unspecified.

Links

Discussion