Integrate Jetpack CRM with SendGrid
Send information between Jetpack CRM 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 Jetpack CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in SendGrid whenever a new contact is created in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- 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 Jetpack CRM
Jetpack CRM + SendGrid
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Supported triggers and actions
Integrate Jetpack CRM and SendGrid using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Contact status updated
Triggers when the status of an existing contact is updated
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
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Fetch contact
Fetches the details of an existing contact
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 Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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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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