Integrate Customerly with SendGrid

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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 Customerly and SendGrid Integrations

  • Customerly  Integration SendGrid Integration

    Customerly + SendGrid

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

    Customerly + SendGrid

    Send Email in SendGrid when New User is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New User
     
    Then do this...
    SendGrid Integration Send Email
  • Customerly  Integration Customerly  Integration

    Gmail + Customerly

    Create or Update Lead to Customerly from New Attachment in Gmail Read More...
    Close
    When this happens...
    Customerly  Integration New Attachment
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Customerly  Integration Customerly  Integration

    Gmail + Customerly

    Create or Update User to Customerly from New Attachment in Gmail Read More...
    Close
    When this happens...
    Customerly  Integration New Attachment
     
    Then do this...
    Customerly  Integration Create or Update User
  • Customerly  Integration Customerly  Integration

    Gmail + Customerly

    Add User Tag in Customerly when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Customerly  Integration New Attachment
     
    Then do this...
    Customerly  Integration Add User Tag
  • Customerly  Integration {{item.actionAppName}} Integration

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Add Update contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Customerly & SendGrid Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to SendGrid.

    (2 minutes)

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

Integration of Customerly and SendGrid

Customerly

Customerly is an email marketing software that helps businesses to manage their customer relationships more efficiently. It enables businesses to create personalized emails for every customer as well as provides them with the flexibility to send emails to any group of customers in one go. The platform provides businesses with the power to send automated emails based on set parameters like subscription status and activity level, etc. In addition, it offers a feature called ‘templates’ that allows businesses to design custom email templates according to their own branding standards.

SendGrid

SendGrid is a service used by companies to send emails. It specializes in email delivery sputions that can be leveraged to send transactional and marketing emails. Their services are available at a pay-as-you-grow model and can be scaled up or down anytime without incurring additional cost. It also offers an analytics dashboard to help businesses monitor their email campaigns.

Integration of Customerly and SendGrid

As both platforms offer a variety of features, they can be integrated to deliver better functionality and experience for the end user. For example, Customerly can be integrated with SendGrid to allow customers to receive emails from their business. With this integration, customers who unsubscribe from the mailing list will still be able to receive emails from their business through Customerly. This reduces the need for businesses to maintain two mailing lists for their customers.

Benefits of Integration of Customerly and SendGrid

By integrating Customerly and SendGrid, businesses can be assured that they will not lose important revenue by losing contact with their customers. They can also ensure that their customers are receiving the most up-to-date information about the business and its products using the integration between these two platforms. It also eliminates the need for businesses to worry about sending out the marketing messages at the right time since Customerly can be used to auto schedule email campaigns.

The process to integrate Customerly 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.