Integrate Upsales with SendGrid

Send information between Upsales 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 Upsales

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in SendGrid each time a new contact is created in Upsales.

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

Upsales + SendGrid

Build your own integrations between Upsales and SendGrid

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Supported triggers and actions

Integrate Upsales and SendGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Appointment created

Triggers when a new appointment is created

Opportunity created

Triggers when a new opportunity is created

Order created

Triggers when a new order is created

Company created

Triggers when a new company is created

User created

Triggers when a new user is created

Activity created

Triggers when a new activity is created

Event created

Triggers when a new event is created

Product created

Triggers when a new product 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

Create activity

Creates a new activity

Create contact

Creates a new contact

Create order

Creates a new order

Create company

Creates a new company

Create product

Creates a new product

Create appointment

Creates a new appointment

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 Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

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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