Integrate ConvergeHub with SendGrid

Send information between ConvergeHub 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 ConvergeHub

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

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

ConvergeHub + SendGrid

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Supported triggers and actions

Integrate ConvergeHub and SendGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New account

Triggers when a new account is created

New target

Triggers when a new target is created

New lead

Triggers when a new lead is created

New contact

Triggers when new contact is created

New event

Triggers when a new event 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 lead

Creates a new lead

Create target

Creates a new target

Create event

Creates a new event

Create contact

Creates a new contact

Create account

Creates a new account

Update lead

Updates the details of an existing lead

Fetch target

Fetches an existing target by ID

Fetch lead

Fetches an existing lead by ID

Fetch event

Fetches an existing event by ID

Fetch account

Fetches an existing account by ID

Fetch contact

Fetches an existing contact by ID

Create suppression group

Creates a new suppression group

Send email

Sends an email to the specified recipients

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

Add or update contact

Adds a new contact. Updates the details if it already exists.

What is ConvergeHub?

ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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