Integrate CloudTalk with SendGrid
Send information between CloudTalk 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 CloudTalk
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in SendGrid whenever a new contact is created in CloudTalk.
How it works
- The flow triggers when a new contact is created in CloudTalk.
- Zoho Flow adds a new contact. Updates the details if it already exists. in SendGrid.
Generate a new contact in SendGrid each time a new contact is created in CloudTalk
CloudTalk + SendGrid
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Supported triggers and actions
Integrate CloudTalk and SendGrid using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call created
Triggers when a new call of the selected type is created
Agent created
Triggers when a new agent is created
Contact created
Triggers when a 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 agent
Creates a new agent
Send SMS
Sends an SMS message
Add activity
Adds an activity to an existing contact
Create contact
Creates a new contact
Add note
Adds a note to an existing contact
Update agent
Updates the details of an existing agent
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID or keyword
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 CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
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.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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