Integrate Freshsales with SendGrid

Send information between Freshsales and SendGrid automatically, without writing any code, using Zoho Flow.

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Create a new contact in SendGrid whenever a new contact is created in Freshsales

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in SendGrid each time a new contact is created in Freshsales.

How it works
  1. The flow triggers when a new contact is created in the selected view in Freshsales.
  2. Zoho Flow adds a new contact. Updates the details if it already exists. in SendGrid.
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Create a new contact in SendGrid whenever a new contact is created in Freshsales

Freshsales + SendGrid

Build your own integrations between Freshsales and SendGrid

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Supported triggers and actions

Integrate Freshsales and SendGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New account

Triggers when a new account is created in the selected view

New contact

Triggers when a new contact is created in the selected view

New deal

Triggers when a new deal is created in the selected view

New lead

Triggers when a new lead is created in the selected view

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 lead

Creates a new lead

Create deal

Creates a new deal

Add note to contact

Adds a note to the selected contact

Add note to lead

Adds a note to the selected lead

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Convert lead

Converts a lead to contact

Update lead

Updates the details of an existing lead

Fetch lead by ID

Fetches a lead by ID

Fetch contact by email address

Fetches a contact by email

Fetch contact by ID

Fetches a contact by ID

Fetch lead by email address

Fetches a lead by email

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 Freshsales?

Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.

CRM

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 >

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