Integrate Teamwork CRM with SendGrid
Send information between Teamwork CRM 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 Teamwork CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in SendGrid whenever a new contact is added in Teamwork CRM.
How it works
- The flow triggers when a new contact is created in Teamwork CRM.
- 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 Teamwork CRM
Teamwork CRM + SendGrid
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Supported triggers and actions
Integrate Teamwork CRM and SendGrid using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Deal updated
Triggers when a deal is updated
Company updated
Triggers when a company is updated
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
Create contact
Creates a new contact
Create lost reason
Creates a new lost reason
Create note
Creates a new note
Create deal
Creates a new deal
Create company
Creates a new company
Create product
Creates a new product
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 Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
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.
Similar apps
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Sales Director, Artico
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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CEO, Lakeside CNC Group
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