Zendesk Sell + SendGrid Integrations
Appy Pie Connect allows you to automate multiple workflows between Zendesk Sell and SendGrid
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Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.
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.
SendGrid IntegrationsBest ways to Integrate Zendesk Sell + SendGrid
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Zendesk Sell + SendGrid
Send Email in SendGrid when New Task is created in Zendesk Sell Read More...When this happens...
New Task
Then do this...
Send Email
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Zendesk Sell + SendGrid
Send Email in SendGrid when New Lead is created in Zendesk Sell Read More...When this happens...
New Lead
Then do this...
Send Email
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Zendesk Sell + SendGrid
Send Email in SendGrid when New Contact is created in Zendesk Sell Read More...When this happens...
New Contact
Then do this...
Send Email
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Zendesk Sell + SendGrid
Send Email in SendGrid when Updated Contact is added to Zendesk Sell Read More...When this happens...
Updated Contact
Then do this...
Send Email
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Zendesk Sell + SendGrid
Send Email in SendGrid when New Deal is created in Zendesk Sell Read More...When this happens...
New Deal
Then do this...
Send Email
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zendesk Sell + SendGrid without coding knowledge. Start creating your own business flow.
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Deal Enters A New Stage
Triggers when a deal enters a new stage.
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New Contact
Triggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when new lead is created.
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New Note
Triggers when a new note is created.
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New Product In Catalog
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
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New Task
Triggers when a new task is created.
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Updated Contact
Triggers when an existing contact is updated.
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Updated Lead
Triggers when an existing lead is updated.
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Updated deal
Triggers when an existing deal is updated.
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Create Company
Creates a company.
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Create Deal
Creates a new deal.
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Create Lead
creates a new lead.
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Create Note
Creates a note
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Create Person
Creates a person
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Create Product in catalog
Creates a product in a catalog
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Create task
Creates a task
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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Update Lead
Updates a lead.
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Update Person
Updates an existing person.
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Add Update contact
Creates or updates a contact.
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Send Email
Sends an Email.
How Zendesk Sell & SendGrid Integrations Work
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Step 1: Choose Zendesk Sell as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick SendGrid as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zendesk Sell to SendGrid.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zendesk Sell and SendGrid
Zendesk Sell
Zendesk Sell is a form builder that allows users to create and customize forms for sales, leads, chat and more. It provides various options for customizing the forms including the ability to add text, graphics, checkboxes, radio buttons, drop-down menus, time pickers, sliders, etc. It also offers features such as lead scoring, qualification tracking and group conversations.
SendGrid
SendGrid is a cloud-based email service provider that allows users to send transactional and marketing emails. Using this software, users can send up to 12 million emails per month for free. It also offers the ability to track email opens, clicks and unsubscribes.
Integration of Zendesk Sell and SendGrid
Integration of Zendesk Sell and SendGrid allows users to integrate their sales and marketing processes. This integration ensures that there is no data duplication of information and that both processes are linked together. The fplowing are ways in which it can be integrated:
- User data synchronization
- Email customization for each buyer
- Tracking the “thank you” page for sales
- Integrating with salesforce for lead management
Benefits of Integration of Zendesk Sell and SendGrid
There are several benefits of integrating Zendesk Sell and SendGrid:
- It saves time by eliminating the need to duplicate data entry. Users can simply use a single platform to create and manage their database.
- It saves money because integration means that there is no need to purchase multiple applications or subscriptions. In fact, there will be no need to hire developers to implement integration between different applications. Instead, a user can do it on his own by simply signing up for any of these services.
The process to integrate Zendesk Sell and SendGrid 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.
