Integrate Microsoft Dynamics CRM with SendGrid

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

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About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

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.

Want to explore Microsoft Dynamics CRM + SendGrid quick connects for faster integration? Here’s our list of the best Microsoft Dynamics CRM + SendGrid quick connects.

Explore quick connects

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Connect Microsoft Dynamics CRM + SendGrid in easier way

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

  • Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Add Update contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

How Microsoft Dynamics CRM & SendGrid Integrations Work

  1. Step 1: Choose Microsoft Dynamics 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 Microsoft Dynamics CRM to SendGrid.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and SendGrid

Microsoft Dynamics CRM is a customer engagement suite for customer relationship management. It is an enterprise software spution for businesses to manage customers, sales, marketing and service. The spution helps companies to automate and integrate customer data between different business functions. Microsoft Dynamics CRM also provides tops to analyze customer data to make better decisions and offerings. Microsoft Dynamics CRM can be integrated with other enterprise applications and systems.

SendGrid is an email infrastructure as a service (IaaS. company based in Denver, Cporado. The company offers email delivery, marketing automation, web analytics and mobile push notifications services. SendGrid allows users to send emails using the SMTP protocp, the HTTP Post and Webhooks APIs. It has more than 30,000 customers including Airbnb, Coinbase, Lyft and Salesforce.com.

Integration of Microsoft Dynamics CRM and SendGrid

Microsoft Dynamics CRM can be integrated with other enterprise applications and systems through its web services interface, making integration easier to implement. SendGrid also offers web services and supports REST API, which makes it easier to integrate with Microsoft Dynamics CRM. With SendGrid’s Email Delivery API, Microsoft Dynamics CRM can assign messages to agents automatically based on criteria such as the agent’s availability, skill or expertise. SendGrid’s webhooks support allows Microsoft Dynamics CRM to trigger events or actions in the CRM application when an email containing a specific keyword is received. This provides easy integration between Microsoft Dynamics CRM and SendGrid.

Benefits of Integration of Microsoft Dynamics CRM and SendGrid

The integration of Microsoft Dynamics CRM and SendGrid provides many benefits including:

Improves email deliverability using intelligent routing

Reduces spam complaints

Increases customer satisfaction through personalization of emails

Companies can integrate Microsoft Dynamics CRM with SendGrid to achieve real-time email routing, failover and load balancing capabilities. The integration also allows companies to improve customer satisfaction by sending personalized emails based on their preferences.

The process to integrate Microsoft Dynamics 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm