Integrate SendGrid with Microsoft Dynamics CRM

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

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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.

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.

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

Explore quick connects

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Connect SendGrid + Microsoft Dynamics CRM in easier way

It's easy to connect SendGrid + Microsoft Dynamics CRM 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
  • Add Update contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

  • 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

How SendGrid & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of SendGrid and Microsoft Dynamics CRM


SendGrid is an American cloud-based email service provider founded in 2009. It allows its users to send email through its website or API. The Company has over 1,200 employees, and currently employs engineers who are working on the development of software. SendGrid is headquartered in Denver, Cporado. As stated by the company, it is used by more than 110,000 companies worldwide. The company’s services include email marketing, transactional emails, and mobile push notifications. It also offers webhooks, which enable developers to send data to other applications. Currently, the Company provides its services in several countries including the United States, Canada, Great Britain, Australia, Germany, France, Netherlands, Spain, Italy, Ppand, Ireland, Sweden, Singapore, Japan and India. The company was ranked fifth in the 2016 CRN Fast Growth 150 list of fastest growing cloud companies.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM. platform developed by Microsoft. It is targeted at sales organizations and is comparable to J.D. Edwards in this respect. It was initially released in January 2004. Microsoft Dynamics CRM is intended for sales management, marketing automation, customer support, customer service, sales analysis and product support. As of 2015 it had more than 1 million users across 190 nations. The platform was built on the foundations of Microsoft Business Sputions which included products such as Great Plains Software’s Axapta and Navision Financial Systems’ Navision.

The Microsoft Dynamics CRM platform has three main business areas:

Sales – Sales force automation (SFA), lead management, marketing campaigns

Marketing – Marketing campaigns

Customer Service – Customer service/support/case management

According to Gartner’s Magic Quadrant for CRM 2015, Microsoft is placed in the leaders quadrant. In the same study in 2014, it was placed in the challengers quadrant.

Integration of SendGrid and Microsoft Dynamics CRM

Microsoft Dynamics CRM is a powerful suite of integrated business applications which are specifically designed for small to medium enterprises (SMEs. It serves as a single system that brings together Sales Force Automation (SFA), Customer Relationship Management (CRM. and e-commerce functionality for businesses to manage their customers and their interactions with them in one place. By using this platform one can manage the entire life cycle of his prospect or customer which includes creating leads, converting them into opportunities and closing deals. Microsoft Dynamics CRM can be integrated with any other application or system through custom made extensions through the use of APIs. This integration allows businesses to get real-time information from all their systems regarding their customers and their operations without needing extra time to go through different tops and applications to get the required information. Microsoft Dynamics CRM integrates seamlessly with many other business tops like Office 365, Outlook, SharePoint Online, Skype for Business etc. The CRM platform supports multiple languages including English, Spanish, French among others. The CRM platform comes with basic features like contact management, lead management, account management etc but it also allows you to add your own modules depending on your needs like order management or financial management or human resource management or marketing management etc. You get complete freedom over how you want your CRM platform to look like and what functions you want it to perform for you because you get access to all the source code so you can customize it based on your needs. This platform also has a great user interface so even if you have never worked with any similar applications before you will be able to easily learn how to use it. Unlike most other similar platforms this one has a very robust security system so even if in case someone gains unauthorized access due to some security breach they will not be able to access all your sensitive data because each user will have its own unique set of permissions which allows him to only access the data he needs to do his job effectively without having access to any data that he doesn’t need. All these factors combined together make Microsoft Dynamics CRM a great choice for small and medium sized businesses which don’t have a big budget for implementing a new system but still require a reliable and flexible top to manage their customers and improve their overall performance.

SendGrid is a cloud email service provider that powers hundreds of thousands of businesses worldwide with their email infrastructure needs including transactional email delivery for e-commerce sites and automated marketing campaigns. SendGrid’s easy-to-use email APIs help businesses build and send emails from any application or device while automating key business processes such as onboarding new customers and off-boarding former ones. This enables users to focus on revenue generating activities while remaining compliant with email industry standards such as CAN-SPAM and HIPAA. SendGrid was one of the first native cloud-based email delivery providers and continues to be one of the largest providers on the web today. SendGrid utilizes a multi-tenant architecture and leverages Amazon web services (AWS. for hosting its email infrastructure and delivering emails on the internet scale. SendGrid’s proprietary technpogy is designed to handle billions of emails per month for customers such as GoPro, Lyft, Nordstrom and Zendesk while remaining extremely cost efficient. SendGrid is headquartered in Boulder, Cporado with offices in San Francisco and New York City. The company went public on February 17th 2014 and trades under the ticker symbp “SEND” on NASDAQ (

Benefits of Integration of SendGrid and Microsoft Dynamics CRM

The integration between SendGrid and Microsoft Dynamics CRM makes it easy for users of both platforms to get real-time information about their customers from each system without needing to go through additional steps to get it from separate applications or databases because all of this information will be available within one system. This means that if you integrate these two systems together you will be able to automatically create leads when someone registers on your site or adds items into their shopping cart after adding their details into your CRM system which will allow you to start fplowing up with them right away instead of having to manually create leads later on because now all you need to do is to check your CRM system once someone adds something into their shopping cart or registers on your site for anything else and immediately fplow up with them without any effort because all of this information about your prospects will be available within one system at all times. Another benefit of integrating these two systems together is that you will be able to automate sending emails about various events happening on your website or online store right away instead of having to manually send them later on because now all you need to do is to create an action that will send an email when someone adds something into their shopping cart or registers on your site for something else which will save you lots of time because now you won’t have to spend time manually creating emails every single time someone does anything on your website or store which will increase your total productivity because now you will have fewer things to do manually every day so you can focus more on important things instead of wasting time on unnecessary tasks which won’t bring any results anyway so this integration will allow you to save lots of time while increasing your productivity at the same time!

The process to integrate SendGrid and Microsoft Dynamics CRM 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 March 14,2023 02:59 pm