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Integrate SendGrid with Freshworks CRM

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

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best ways to Integrate SendGrid + Freshworks CRM

  • SendGrid Integration SendGrid Integration

    Freshworks CRM + SendGrid

    Send Email in SendGrid when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    SendGrid Integration New Appointment
     
    Then do this...
    SendGrid Integration Send Email
  • SendGrid Integration SendGrid Integration

    Freshworks CRM + SendGrid

    Send Email in SendGrid when New Task is created in Freshworks CRM Read More...
    Close
    When this happens...
    SendGrid Integration New Task
     
    Then do this...
    SendGrid Integration Send Email
  • SendGrid Integration SendGrid Integration

    Freshworks CRM + SendGrid

    Send Email in SendGrid when New Completed Task is created in Freshworks CRM Read More...
    Close
    When this happens...
    SendGrid Integration New Completed Task
     
    Then do this...
    SendGrid Integration Send Email
  • SendGrid Integration SendGrid Integration

    Freshworks CRM + SendGrid

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

    Freshworks CRM + SendGrid

    Send Email in SendGrid when New Deal is created in Freshworks CRM Read More...
    Close
    When this happens...
    SendGrid Integration New Deal
     
    Then do this...
    SendGrid Integration Send Email
  • SendGrid Integration {{item.actionAppName}} Integration

    SendGrid + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Add Update contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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

How SendGrid & Freshworks 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 Freshworks 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 Freshworks CRM.

    (2 minutes)

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

Integration of SendGrid and Freshworks CRM

  • Outline for an article about SendGrid and Freshworks CRM
  • Introduction:

      SendGrid

    SendGrid is an email delivery platform that allows businesses to send transactional and marketing emails. It is a cloud-based delivery service that connects with various tops such as Salesforce, Zendesk, Google Analytics and Google Adwords. It has a SMTP service that delivers email through the internet.

      Freshworks CRM

    Freshworks CRM is a customer relationship management software that offers customer service and sales automation features. It has features such as call center and live chat and analytical reports. Freshworks CRM integrates with other apps such as Gmail and Google Drive.

    Integration of SendGrid and Freshworks CRM

    Freshworks CRM integrates with other systems such as Gmail, Salesforce and Google Apps. It also integrates with other services such as Paypal, Freshdesk and Freshsales. Integrating Freshworks CRM with SendGrid gives users an opportunity to show off their products or services through direct mailings. Freshworks CRM allows the user to track the customer’s journey starting from when they receive their first communication to when they make a purchase. The user can also send emails based on the customer profile that helps them to target their audience.

    Benefits of Integration of SendGrid and Freshworks CRM

    Integration of SendGrid and Freshworks CRM allows users to send marketing emails directly from Freshworks CRM without having to purchase any software separately. It also helps the user to monitor customer engagement through email sending. They can also monitor the response rate of their email campaigns. Integration of SendGrid and Freshworks CRM saves the user time in signing up for different software in order to send marketing emails. It also saves them money in terms of not having to purchase separate or additional software for marketing purposes.

    The process to integrate SendGrid and Freshworks 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.