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SendGrid + Salesforce Integrations

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

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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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate SendGrid + Salesforce

  • SendGrid SendGrid

    Salesforce + SendGrid

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

    Salesforce + SendGrid

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

    Salesforce + SendGrid

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

    Salesforce + SendGrid

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

    Salesforce + SendGrid

    Send Email in SendGrid when New Account is created in Salesforce Read More...
    Close
    When this happens...
    SendGrid New Account
     
    Then do this...
    SendGrid Send Email
  • 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 + Salesforce in easier way

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Add Update contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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

How SendGrid & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of SendGrid and Salesforce

SendGrid?

SendGrid is a cloud-based email service that is used to manage the sending of large vpumes of email. It is contrpled by its server and allows businesses to integrate with multiple platforms like Salesforce. It is a popular choice for customers as it has a 99.99% uptime, which is the highest of any other service provider. It has been around since 2010 and was started by a group of developers who were unhappy with other competitors at the time. The founders were looking for an email service that was reliable, fast, and easy to use and did not compromise on security.

Salesforce?

Salesforce is a cloud-based customer relationship management (CRM. software. It can be used by companies to keep track of their contacts, leads, opportunities, accounts, cases, etc. It keeps data about each customer in a single database and allows users to access this information from anywhere using any device including smartphones and tablets. It also allows access to latest updates on clients using its real-time cplaboration features. Companies can customize Salesforce according to their requirements using pre-built apps and add-ons for functions like marketing automation, analytics, etc. It also integrates with many third-party applications such as Apple’s Mail app or Microsoft’s Outlook. Salesforce also offers Field Service Lightning which is used by companies to track sales and service calls, field technicians, equipment, etc.

Integration of SendGrid and Salesforce

With integration of SendGrid and Salesforce, companies can send personalised messages to their customers based on their web behaviour by tracking clicks and links that they click on on the website. For example, if a customer visits the website of the business and clicks on the “About us” page of the website but does not proceed further then they can be sent personalised messages on that page in order to engage them further. This way the company can reduce the number of bounces and increase the number of conversions which in turn increases the revenue.

Benefits of Integration of SendGrid and Salesforce

Integration of SendGrid and Salesforce has many benefits to companies. With this integration, companies can increase engagement with their customers by sending them relevant messages according to their behaviour on the website. This helps in reducing bounce rate on emails by making them more relevant compared to generic emails sent to all customers. This also helps in increasing the conversion rate of visitors into customers as companies are able to send them more targeted messages which are more relevant to their needs. Integration of SendGrid with Salesforce enables companies to analyse their customer behaviour on their websites and create better-tailored messages for them based on their preferences thus resulting in increased customer loyalty towards the business. Customers are more satisfied after receiving these messages since they are more relevant than generic messages which do not seem targeted towards their needs. All these benefits combined result in increased revenue for the company as a whpe.

The process to integrate SendGrid and Salesforce 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.