Integrate OnePageCRM with SendGrid
Send information between OnePageCRM and SendGrid automatically, without writing any code, using Zoho Flow.
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Add a new contact in SendGrid whenever a new contact is added in OnePageCRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in SendGrid each time a new contact is created in OnePageCRM.
How it works
- The flow triggers when a new contact is created in OnePageCRM.
- Zoho Flow adds a new contact. Updates the details if it already exists. in SendGrid.
Add a new contact in SendGrid whenever a new contact is added in OnePageCRM
OnePageCRM + SendGrid
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Supported triggers and actions
Integrate OnePageCRM and SendGrid using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
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 contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing 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 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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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
