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Agile CRM + SendGrid Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and SendGrid

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About SendGrid

SendGrid is the leading delivery platform for transactional and marketing emails. SendGrid's technology enables companies to deliver emails, SMS & push notifications to their customers with maximum ease, reliability, and speed.

SendGrid Integrations

Best ways to Integrate Agile CRM + SendGrid

  • Agile CRM SendGrid

    Agile CRM + SendGrid

    Send Email in SendGrid when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    SendGrid Send Email
  • Agile CRM SendGrid

    Agile CRM + SendGrid

    Send Email in SendGrid when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    SendGrid Send Email
  • Agile CRM SendGrid

    Agile CRM + SendGrid

    Send Email in SendGrid when New Event is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Event
     
    Then do this...
    SendGrid Send Email
  • Agile CRM SendGrid

    Agile CRM + SendGrid

    Send Email in SendGrid when New Tag to Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    SendGrid Send Email
  • Agile CRM SendGrid

    Agile CRM + SendGrid

    Send Email in SendGrid when New Task is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Task
     
    Then do this...
    SendGrid Send Email
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + SendGrid in easier way

It's easy to connect Agile CRM + SendGrid without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Send Email

    Sends an Email.

How Agile CRM & SendGrid Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SendGrid as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to SendGrid.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and SendGrid

Agile CRM is a Customer relationship management (CRM. software that helps businesses to track and grow their customers. It is customizable, flexible and easy to use system. It helps the users to build stronger relationship with their customers through social media outlets, mobile devices, emails and other online channels. Businesses can address customer queries by using Agile CRM software. The software also has a dashboard feature which allows users to view customer information in a single screen.

SendGrid is an Email delivery platform which enables businesses to send email to their customers. The services offered by SendGrid include email marketing, transactional notifications, and webhooks. SendGrid uses cloud infrastructure which allows users to send their emails faster without any limitations. They have mobile SDK for mobile app developers.

Integration of Agile CRM and SendGrid

Integration of Agile CRM and SendGrid helps the organizations to improve their workflow and manage their business better. It also helps them to save time, money and resources as both the systems are available in the cloud. Users can access both these tops from any device at any time. Integration of Agile CRM and Sendgrid is done through API and it generates unique URLs based on user’s account that makes tracking easier for end users. The user receives notification through SendGrid that helps them to track the activity of their customers. Integrating Agile CRM and SendGrid also saves time as the user does not need to login into two different systems separately. It also helps enterprises in improving their customer experience by providing them with excellent support and effective communication through various channels such as emails, social media etc.

Benefits of Integration of Agile CRM and SendGrid

Integrating Agile CRM and SendGrid has some benefits for businesses such as:

  • User has a seamless experience while dealing with multiple sources of data; they no longer need to switch between different platforms. Users can access data from one location which helps them to be more productive.
  • Tracking customer’s activity becomes easier through integration of Agile CRM and Sendgrid; it also saves time for businesses as it eliminates the need to switch between various systems for tracking, monitoring, customer support etc.
  • Integration of Agile CRM and Sendgrid provides businesses with better customer experience. Customers can connect with brands via multiple channels such as voice calls, emails, text messages etc. It also saves time for customers as they do not need to go through multiple sites or wait in lengthy queues to get their query addressed.
  • Integration of Agile CRM and Sendgrid helps businesses to increase sales by providing more efficient customer support services; it also allows companies to reduce cost as companies no longer need to hire separate staff for handling customer queries related to different departments like sales, support etc.
  • Integration of Agile CRM and Sendgrid helps organizations to grow their business by providing real-time views of activities taking place around the world in a single dashboard. It also helps them in accessing accurate information from social networks, emails, call logs etc.
  • Integration of Agile CRM and Sendgrid provides enterprises with an enhanced visibility into their customers’ activity. Companies can easily track customer feedback on different channels such as social media, forums etc., which can be used as a potential source of information for future business growth strategies.
  • Integration of Agile CRM and Sendgrid makes it easier for companies to manage their relationships with their customers; it allows them to respond quickly on social media; it also helps companies in identifying growing trends based on customer interactions on these channels; this helps them in making better business decisions that can help their organization achieve its goals much faster.
  • Integration of Agile CRM and Sendgrid improves overall productivity as it allows users to work from anywhere at any time; it gives complete flexibility over when they want to work, where they want to work, how they want to work etc.; it also reduces effort as it eliminates the need for switching between various systems for performing different tasks or looking up information in different places for managing different aspects of businesses such as sales, marketing etc.; it also eliminates the need for handling paper-based files, which takes more time than digital files; it increases accuracy as well; it also reduces cost as businesses will no longer need additional staff for handling tasks that can be handled using only one system instead of two; companies save money by reducing man-hours required to perform daily tasks, which means less hiring costs too; it improves productivity as businesses no longer have to face issues related to accessibility of data stored in traditional storage systems; it reduces risk as well as errors because everything is stored digitally in cloud servers; lastly, businesses save energy with an integrated platform since they do not have to maintain separate technpogy stacks for related applications; companies will be able to focus their energy on building new features instead of maintaining pd ones; finally, integration of Agile CRM and Sendgrid creates a better working environment for employees as they do not have to spend time working within multiple systems or switching between them constantly in order to perform routine tasks like answering emails or updating customer details etc.; employees can focus more on complex tasks such as creating new innovative products that can further help in accelerating business growth.

The process to integrate Agile CRM and SendGrid may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.