Integrate Clientify with SendGrid
Send information between Clientify and SendGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in SendGrid each time a new contact is created in Clientify
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 Clientify.
How it works
- The flow triggers when a new contact is created in Clientify.
- Zoho Flow adds a new contact. Updates the details if it already exists. in SendGrid.
Create a new contact is in SendGrid each time a new contact is created in Clientify
Clientify + SendGrid
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Supported triggers and actions
Integrate Clientify and SendGrid using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
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 task
Creates a new task
Create deal
Creates a new deal
Create contact
Creates a new contact
Fetch user
Fetches the details of an existing user using ID
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Send email
Sends an email to the specified recipients
Create suppression group
Creates a new suppression group
Add or update contact
Adds a new contact. Updates the details if it already exists.
Add email address to suppression group
Adds the specified email address to the selected suppression group
Create single send email
Creates a single send email and stores it in draft
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
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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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
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