Integrate Act! 365 with SendGrid
Send information between Act! 365 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 Act! 365
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 Act! 365.
How it works
- The flow triggers when a new contact is created in Act! 365.
- 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 Act! 365
Act! 365 + SendGrid
Build your own integrations between Act! 365 and SendGrid
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Supported triggers and actions
Integrate Act! 365 and SendGrid using the below triggers and actions
All Triggers - A trigger kickstarts the flow
To-do created
Triggers when a new to-do is created
Contact created
Triggers when a new contact is created
Opportunity created
Triggers when a new opportunity 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 opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create to-do
Creates a new to-do
Fetch contact by email
Fetches the details of an existing contact by email address
Add email address to suppression group
Adds the specified email address to the selected suppression group
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 or update contact
Adds a new contact. Updates the details if it already exists.
What is Act! 365?
Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.
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.
Learn more >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
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
