Integrate ConvergeHub with SendGrid

Send information between ConvergeHub and SendGrid automatically, without writing any code, using Zoho Flow.

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Generate a new contact in SendGrid each time a new contact is created in ConvergeHub

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in SendGrid each time a new contact is created in ConvergeHub.

How it works
  1. The flow triggers when new contact is created in ConvergeHub.
  2. Zoho Flow adds a new contact. Updates the details if it already exists. in SendGrid.
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Generate a new contact in SendGrid each time a new contact is created in ConvergeHub

ConvergeHub + SendGrid

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Supported triggers and actions

Integrate ConvergeHub and SendGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New lead

Triggers when a new lead is created

New target

Triggers when a new target is created

New account

Triggers when a new account is created

New event

Triggers when a new event is created

New contact

Triggers when new contact is created

Contact created

Triggers when a new contact is created

New report generated

Triggers when a new email campaign report is generated

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create event

Creates a new event

Create target

Creates a new target

Create lead

Creates a new lead

Create account

Creates a new account

Update lead

Updates the details of an existing lead

Fetch target

Fetches an existing target by ID

Fetch contact

Fetches an existing contact by ID

Fetch account

Fetches an existing account by ID

Fetch event

Fetches an existing event by ID

Fetch lead

Fetches an existing lead by ID

Send email

Sends an email to the specified recipients

Add or update contact

Adds a new contact. Updates the details if it already exists.

Create single send email

Creates a single send email and stores it in draft

Create suppression group

Creates a new suppression group

Add email address to suppression group

Adds the specified email address to the selected suppression group

What is ConvergeHub?

ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.

What is SendGrid?

SendGrid is a customer communication platform for sending marketing and transactional emails. You can use the customized templates, schedule features, and perform A/B testing to ensure maximum customer engagement.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.

Ramakrishna Karolla

Founder and CEO, Nexivo

Zoho Flow has made our merchant onboarding at least 15 times faster—from 15 days down to under 24 hours. It also keeps our data in sync across our business apps in real time, so we're making decisions on current and accurate information.

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CEO, SHARC Energy

Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.

Brett Stewart

Senior Project Manager, Artico

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