Integrate Freshsales with SendGrid

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

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Create a new contact in SendGrid whenever a new contact is created in Freshsales

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

How it works
  1. The flow triggers when a new contact is created in the selected view in Freshsales.
  2. Zoho Flow adds a new contact. Updates the details if it already exists. in SendGrid.
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Create a new contact in SendGrid whenever a new contact is created in Freshsales

Freshsales + SendGrid

Build your own integrations between Freshsales and SendGrid

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Supported triggers and actions

Integrate Freshsales and SendGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New account

Triggers when a new account is created in the selected view

New contact

Triggers when a new contact is created in the selected view

New deal

Triggers when a new deal is created in the selected view

New lead

Triggers when a new lead is created in the selected view

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 deal

Creates a new deal

Add note to contact

Adds a note to the selected contact

Create lead

Creates a new lead

Add note to lead

Adds a note to the selected lead

Create contact

Creates a new contact

Convert lead

Converts a lead to contact

Update lead

Updates the details of an existing lead

Update contact

Updates the details of an existing contact

Fetch contact by email address

Fetches the details of a existing contact by email

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch lead by ID

Fetches the details of an existing lead by ID

Fetch lead by email address

Fetches the details of an existing lead by email

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 Freshsales?

Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.

CRM

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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Our business is built on diverse technologies, and Zoho Flow is an integral asset that helps us expand and enhance our integrations, boosting the efficiency of our end-to-end operations.

Mickey Blayvas

Founder and CEO, Master Liveaboards

I’m a lawyer by training, not a developer, but I built these flows myself. That says something about how accessible Zoho Flow is. It has helped us save over $100,000 and 1,200 hours every year.

Morten Lodal Askekilde

Chief Operating Officer, Syncify

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, Revenue Ranch

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