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SendGrid + Freshsales Integrations

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

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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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
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Best ways to Integrate SendGrid + Freshsales

  • SendGrid SendGrid

    Freshsales + SendGrid

    Send Email in SendGrid when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    SendGrid New Deal
     
    Then do this...
    SendGrid Send Email
  • SendGrid SendGrid

    Freshsales + SendGrid

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

    Freshsales + SendGrid

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

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors Read More...
    Close
    When this happens...
    SendGrid New Visitor
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • SendGrid SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors (from Report) Read More...
    Close
    When this happens...
    SendGrid New Visitor From Report
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • SendGrid {{item.actionAppName}}

    SendGrid + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    Actions
  • Add Update contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

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

How SendGrid & Freshsales 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 Freshsales 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 Freshsales.

    (2 minutes)

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

Integration of SendGrid and Freshsales

SendGrid

SendGrid is a cloud-based communication platform founded in 2009. It offers email marketing automation, transactional email, mobile push notifications and web APIs that developers can use to integrate their applications with email. The SendGrid platform can be integrated with other applications such as Freshsales. SendGrid has more than 30,000 companies and 250,000 users around the world.

Freshsales

Freshsales is a sales CRM software built specifically for salespeople. It is a cloud-based top that helps users manage company leads, track activity and stay organized. The Freshsales application allows users to create email templates and create emails using the templates. Emails can be sent manually or scheduled for later. It also provides users with an easy way to track engagement metrics such as opens, clicks, attachments, etc. All of this data can be exported to Excel for further analysis and reporting.

Integration of SendGrid and Freshsales

Freshsales has a feature called “Email Campaign” which allows users to send emails to leads. This feature exists in Freshsales because most companies require sales reps to fplow up with leads or contacts after they have been contacted via phone or email. In addition, some leads are not ready to buy right away and need to be nurtured over time before making a buying decision. Therefore, sales reps need a way to continue contact with the lead even after they have been contacted once. Email Campaign in Freshsales allows users to send emails to leads when they are not available via phone or email. They can set a specific time period and frequency at which they would like to communicate with the lead by sending them an email every week or every two weeks. When it comes to fplow up messages, there are no hard rules about how often you should send them. The important thing is that you are consistent and build trust with the lead. One thing users should keep in mind when using this feature is to make sure that their emails are relevant and not spammy. It is a good idea to always ask for permission before sending your lead any emails. This will help avoid spam complaints from people who didn’t opt-in to receive emails from your business. If you do receive a spam complaint, simply appogize for the mistake and make sure it doesn’t happen again in the future.

Benefits of Integration of SendGrid and Freshsales

Freshsales has a feature called “Email Campaign” which allows users to send emails to leads. This feature exists in Freshsales because most companies require sales reps to fplow up with leads or contacts after they have been contacted via phone or email. In addition, some leads are not ready to buy right away and need to be nurtured over time before making a buying decision. Therefore, sales reps need a way to continue contact with the lead even after they have been contacted once. Email Campaign in Freshsales allows users to send emails to leads when they are not available via phone or email. They can set a specific time period and frequency at which they would like to communicate with the lead by sending them an email every week or every two weeks. When it comes to fplow up messages, there are no hard rules about how often you should send them. The important thing is that you are consistent and build trust with the lead. One thing users should keep in mind when using this feature is to make sure that their emails are relevant and not spammy. It is a good idea to always ask for permission before sending your lead any emails. This will help avoid spam complaints from people who didn’t opt-in to receive emails from your business. If you do receive a spam complaint, simply appogize for the mistake and make sure it doesn’t happen again in the future.

SendGrid

SendGrid is a cloud-based communication platform founded in 2009. It offers email marketing automation, transactional email, mobile push notifications and web APIs that developers can use to integrate their applications with email. The SendGrid platform can be integrated with other applications such as Freshsales. SendGrid has more than 30,000 companies and 250,000 users around the world.

Freshsales

Freshsales is a sales CRM software built specifically for salespeople. It is a cloud-based top that helps users manage company leads, track activity and stay organized. The Freshsales application allows users to create email templates and create emails using the templates. Emails can be sent manually or scheduled for later. It also provides users with an easy way to track engagement metrics such as opens, clicks, attachments, etc. All of this data can be exported to Excel for further analysis and reporting.

The process to integrate SendGrid and Freshsales 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.