Integrate Teamwork CRM with SendGrid

Send information between Teamwork CRM 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 Teamwork CRM

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in SendGrid whenever a new contact is added in Teamwork CRM.

How it works
  1. The flow triggers when a new contact is created in Teamwork CRM.
  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 Teamwork CRM

Teamwork CRM + SendGrid

Build your own integrations between Teamwork CRM and SendGrid

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Supported triggers and actions

Integrate Teamwork CRM and SendGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Deal updated

Triggers when a deal is updated

Note created

Triggers when a new note is created

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Contact updated

Triggers when a contact is updated

Company updated

Triggers when a company 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

Create company

Creates a new company

Create deal

Creates a new deal

Create note

Creates a new note

Create contact

Creates a new contact

Create lost reason

Creates a new lost reason

Create product

Creates a new product

Fetch product

Fetches the details of an existing product

Fetch company

Fetches the details of an existing company

Fetch deal

Fetches the details of an existing deal

Fetch contact

Fetches the details of an existing contact

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 Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

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.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

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