Integrate SendGrid with OnceHub

SendGrid

SendGrid, founded in 2009, is a cloud-based platform that allows users to send emails from their applications. It also provides features such as tracking and reporting, email authentication, and more.

OnceHub

OnceHub is an automation platform for sales teams. It enables the users to manage their sales pipelines and execute on various stages of the sales process through automated actions. For SendGrid, OnceHub can be used as a secondary trigger, which will help them increase the open rate of their emails.

Let’s consider how integration of SendGrid and OnceHub would work.

To begin with, the user should integrate OnceHub with SendGrid. This can be done by using the OnceHub connector that connects OnceHub to SendGrid. A user needs to install a OnceHub connector via the fplowing link and then configure it in their OnceHub account. Once configured, the OnceHub connector can be used to create an email template with all the fields required to trigger an action.

Once the email template is created, the user can configure “When” they want to get triggered via an email template. The sending of the email is then triggered by the conditions specified in this email template.

The fplowing diagram illustrates the flow:

Once the email template is configured in OnceHub, it can be used to trigger actions on various stages of the sales process. For example, let us assume that a prospect has subscribed to our newsletter or whitepaper or watched a demo video on your website. We can use the email templates created in OnceHub to trigger an action on opening these types of emails, based on certain criteria. These are some of the examples:

Send an introductory email when a prospect subscribes to a specific list in our application. The introductory email can be used to welcome them and provide them further information about our company.

Send an automated response when a prospect fills out our contact page and asks for a demo. This can be used to arrange a call with them and answer any questions they have regarding our product.

Send an email when a specific event occurs in your application. For example, it can be used to notify a prospect when they complete a certain milestone in your application, such as logging in for the first time or making their first purchase from your application. This will help you develop trust with prospects and encourage them to buy from you again.

In addition to playing an important rpe in the sales process, the integration of OnceHub with SendGrid will also help you increase your open rates significantly. OnceHub’s integration with SendGrid allows you to track, schedule and send your emails at scale. In other words, it allows you to automate your sales process by using emails as triggers that are sent under certain conditions in your application.

The process to integrate SendGrid and OnceHub 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.