Integrate Act! 365 with SendGrid

Send information between Act! 365 and SendGrid automatically, without writing any code, using Zoho Flow.

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Create a new contact is in SendGrid each time a new contact is created in Act! 365

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in SendGrid whenever a new contact is created in Act! 365.

How it works
  1. The flow triggers when a new contact is created in Act! 365.
  2. Zoho Flow adds a new contact. Updates the details if it already exists. in SendGrid.
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Create a new contact is in SendGrid each time a new contact is created in Act! 365

Act! 365 + SendGrid

Build your own integrations between Act! 365 and SendGrid

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Supported triggers and actions

Integrate Act! 365 and SendGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

To-do created

Triggers when a new to-do is created

Contact created

Triggers when a new contact is created

Opportunity created

Triggers when a new opportunity 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 opportunity

Creates a new opportunity

Create contact

Creates a new contact

Create to-do

Creates a new to-do

Fetch contact by email

Fetches the details of an existing contact by email address

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

Send email

Sends an email to the specified recipients

What is Act! 365?

Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.

Contact Management

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

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