Integrate Highrise with SendGrid

Send information between Highrise 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 Highrise

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in SendGrid whenever a new contact is added in Highrise.

How it works
  1. The flow triggers when a new contact is created in Highrise.
  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 Highrise

Highrise + SendGrid

Build your own integrations between Highrise and SendGrid

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Supported triggers and actions

Integrate Highrise and SendGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New tag

Triggers when a new tag is created

New task

Triggers when a new task is created

New deal

Triggers when a new deal is created

New company

Triggers when a new company is created

New case

Triggers when a new case is created

New task category

Triggers when a new task category is created

New deal category

Triggers when a new deal category is created

New custom fields

Triggers when a new custom field is created

New group

Triggers when a new group is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user 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 company

Creates a new company

Create contact

Creates a new contact

Fetch contact

Fetches a contact by email

Create case

Creates a new case

Create task for contact

Creates a new task for the selected contact

Create task for case

Creates a new task associated with a case. Creates a new case if it doesn't exist.

Fetch company

Fetches a company by name

Create deal for contact

Creates a new deal for the selected contact

Create deal

Creates a new deal

Create task

Creates a new task

Create note for contact

Creates a note for the selected contact

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 Highrise?

Highrise is a CRM platform that lets you generate reports on your leads and pipeline. You can set recurring reminders, send bulk emails, and use the group inbox to prioritize answering leads.

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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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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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