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Integrating Customerly with SendGrid by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Customerly and SendGrid

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Integrations for Customerly
About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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.

Integrations for SendGrid
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Connect Customerly + SendGrid in easier way

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

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Add/Update Contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

How Customerly & SendGrid Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SendGrid 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 Customerly to SendGrid.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 4:11 pm
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