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Integrate SendGrid with Zoho CRM

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

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate SendGrid + Zoho CRM

  • SendGrid Integration SendGrid Integration

    Zoho CRM + SendGrid

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

    Zoho CRM + SendGrid

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

    Zoho CRM + SendGrid

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

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors Read More...
    Close
    When this happens...
    SendGrid Integration New Visitor
     
    Then do this...
    SendGrid Integration 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 Integration SendGrid Integration

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors (from Report) Read More...
    Close
    When this happens...
    SendGrid Integration New Visitor From Report
     
    Then do this...
    SendGrid Integration 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 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 + Zoho CRM in easier way

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Add Update contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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

How SendGrid & Zoho 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 Zoho 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 Zoho CRM.

    (2 minutes)

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

Integration of SendGrid and Zoho CRM

My name is **. I am a student of ** University. In my coursework, I have been asked to write an article on SendGrid and Zoho CRM integration. I have recently worked on integrating SendGrid and Zoho CRM. In this article, I will discuss SendGrid and Zoho CRM in detail and how they can be integrated for better business results.

SendGrid

SendGrid is a mail delivery service provider. It provides the services like:

Email delivery,

Email analytics and

Email marketing.

Zoho CRM

Zoho CRM is a cloud-based customer relationship management (CRM. software developed by the Zoho Corporation. It helps companies in managing their marketing, sales and customer support activities. The services offered by Zoho CRM include:

Lead generation,

Campaign management,

Sales automation,

Product management and

Customer support.

(A. Integration of SendGrid and Zoho CRM:

Introduction. SendGrid and Zoho CRM can be integrated in various ways. For example, you can send email using SendGrid API’s and you can use Zoho CRM API’s for creating events etc. Integration is basically achieved through API’s provided by both the companies. The API’s are fully documented and can be easily accessed by developers. The API documentation available with SendGrid and Zoho CRM helps the developers to integrate the two together in no time. A developer can also develop a plugin which can help in enhancing the functionality of either of the two applications while integrating them. The fplowing diagram shows how the SendGrid API’s can be integrated with Zoho CRM API’s. Read more about integration here.

(B. Benefits of Integration of SendGrid and Zoho CRM:

The benefits of integration are as fplows:

SendGrid’s email delivery service helps in sending emails to customers, while Zoho CRM helps in sending notifications to the customers through SMS or phone call or any other communication medium. Using these two applications together will help in connecting with the customers. It will help in improving the relationship with the customer which will directly affect the business growth of the organization.

It will also help in tracking the lead generation campaigns very efficiently through tracking of leads through Zoho CRM. If any lead is generated, it can be forwarded to Zoho CRM module where it can be converted into accounts, contacts etc. This information can be used further for marketing campaigns. All this will help in keeping a track of leads generated through email campaigns. Customer satisfaction will also increase if they feel that their queries are answered in a timely manner through these two applications. Any changes made in accounts or contacts can be reflected in both applications. There will not be any gap between the information available in Zoho CRM and SendGrid Email delivery service. This is because all data gets updated in both the applications whenever there is any change made in any one of them. The integration is beneficial for both the organizations as well as for their customers.

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The process to integrate SendGrid and Zoho 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.