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
  1. The flow triggers when a new contact is created in CloudTalk.
  2. Zoho Flow adds a new contact. Updates the details if it already exists. in SendGrid.
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Generate a new contact in SendGrid each time a new contact is created in CloudTalk

CloudTalk + SendGrid

Build your own integrations between CloudTalk and SendGrid

Connect CloudTalk and SendGrid with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate CloudTalk and SendGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Agent created

Triggers when a new agent is created

Call created

Triggers when a new call of the selected type is created

Contact created

Triggers when a new contact is created

New report generated

Triggers when a new email campaign report is generated

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Add activity

Adds an activity to an existing contact

Create agent

Creates a new agent

Create contact

Creates a new contact

Add note

Adds a note to an existing contact

Send SMS

Sends an SMS message

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

Create suppression group

Creates a new suppression group

Send email

Sends an email to the specified recipients

Create single send email

Creates a single send email and stores it in draft

Add email address to suppression group

Adds the specified email address to the selected suppression group

Add or update contact

Adds a new contact. Updates the details if it already exists.

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.

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

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

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