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Apptivo + SendGrid Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

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 Apptivo + SendGrid

  • Apptivo SendGrid

    Apptivo + SendGrid

    Send Email in SendGrid when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    SendGrid Send Email
  • Apptivo SendGrid

    Apptivo + SendGrid

    Send Email in SendGrid when New Case is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    SendGrid Send Email
  • Apptivo SendGrid

    Apptivo + SendGrid

    Send Email in SendGrid when New Customer is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Customer
     
    Then do this...
    SendGrid Send Email
  • Apptivo SendGrid

    Apptivo + SendGrid

    Send Email in SendGrid when New Opportunity is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Opportunity
     
    Then do this...
    SendGrid Send Email
  • Apptivo SendGrid

    Apptivo + SendGrid

    Send Email in SendGrid when New Contact is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Contact
     
    Then do this...
    SendGrid Send Email
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

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

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

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Add Update contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

How Apptivo & SendGrid Integrations Work

  1. Step 1: Choose Apptivo 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 Apptivo to SendGrid.

    (2 minutes)

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

Integration of Apptivo and SendGrid

Apptivo is a cloud-based customer relationship management application that helps various organizations to manage customers, appointments, inventory, sales, and other important business processes. It supports email marketing, appointment scheduling, project management, document management, social media integration, file storage, ecommerce, etc. SendGrid is an email delivery service that provides reliable email services to its customers. It provides the best in class technpogy for delivering emails to any device or platform. It uses its own infrastructure to deliver emails at scale. It provides email tracking capabilities which help the team to know the status of the emails sent by them.

Integration of Apptivo and SendGrid:

Apptivo and Sendgrid integration enables the users to send email using Apptivo. It allows the users to easily send bulk emails. Apptivo users can easily integrate their Apptivo account with SendGrid without any hassle. It is simple and straightforward. The users can also send mass emails from their Apptivo accounts without any trouble. They can do the process of integration within few minutes. The integration of Apptivo with Sendgrid is seamless and easy. Once the integration is done then the users can send email without any hassle.

Benefits of Integration of Apptivo and SendGrid:

The advantages of integrating Apptivo and Sendgrid are:

  • Easy and cost-effective:

The integration is easy and cost effective as it does not require any special technical knowledge or expertise to achieve this task. It only needs a small investment of time and money. The user just needs to click on some fields to complete the process of integration with Sendgrid. There is no need for additional training as it is such a simple process that anyone can perform it with ease. The integration of these two applications leads to easy communication between the client and client through emailing.

  • Easy method of communication:

Sending bulk emails from the Apptivo accounts helps the users to communicate with a lot of people at a time. Users can easily send a message to their clients which helps them to win their clients’ trust and confidence. The top also helps to increase sales by providing a platform to send mass newsletters about their products and services. In addition to that, they can share important information about what they are offering to their clients through emailing which helps them to gain their trust. They can easily build a relationship with their clients through emailing which helps them in promoting their products and services successfully.

  • Increased productivity:

Sending bulk emails from Apptivo directly helps the users to increase their productivity as a little time is required for sending the mails. Moreover, they do not have to rely on external tops or services for sending bulk emails as they have all the information about their clients at one place i.e. Apptivo CRM system. In addition to that, it helps them to save their time as they do not have to use other tops for sending bulk emails from their organization. They can easily send bulk emails from Apptivo account without any hassle as they have all information about their clients at one place i.e. Apptivo CRM system which makes their work easier for them.

The process to integrate 403 Forbidden and 403 Forbidden 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.