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Microsoft Dynamics CRM + SendGrid Integrations

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

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

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 Integrations

Best Microsoft Dynamics CRM and SendGrid Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors Read More...
    When this happens...
    Microsoft Dynamics CRM New Visitor
     
    Then do this...
    SendGrid 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
  • Microsoft Dynamics CRM SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors (from Report) Read More...
    When this happens...
    Microsoft Dynamics CRM New Visitor From Report
     
    Then do this...
    SendGrid 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
  • Microsoft Dynamics CRM SendGrid

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + SendGrid in easier way

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

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Send Email

    Sends an Email.

How Microsoft Dynamics CRM & SendGrid Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select SendGrid as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate SendGrid with Appy Pie Connect.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and SendGrid

Microsoft Dynamics CRM is an enterprise software application used by many organizations to manage their sales, marketing, and customer service processes. SendGrid is a cloud-based email infrastructure as a service (IaaS. provider that enables organizations to send emails through a variety of channels such as websites, apps, and APIs.

SendGrid’s Email Delivery API was created to give developers more contrp over their email campaigns. This allows them to connect with a company’s existing systems to send emails within different applications. It connects with Microsoft Dynamics CRM to provide tracking capabilities for data such as opens, clicks, bounces, and unsubscribes.

Microsoft Dynamics CRM is the core of the Microsoft Customer Engagement Cloud. It provides features that include account management, analytics, and marketing automation. It integrates with third party applications like SendGrid to increase its functionality.

In this case study, SendGrid will be used to analyze the success of email campaigns sent out by a fictitious company called ‘Acme Widgets’. Acme Widgets uses Microsoft Dynamics CRM to manage their customer relationships and track inbound and outbound communication.

Acme Widgets has been using SendGrid to send automated emails based on actions such as sales or contact information changes. The company has found that it is very difficult to keep track of the engagement of their customers through the use of the default email notifications in Microsoft Dynamics CRM. With the help of SendGrid’s tracking capabilities, they are able to see when their customers have opened the emails or clicked any links provided in them.

Since Acme Widgets started using SendGrid, they have seen a significant increase in their email deliverability rate and clickthrough rates. By using SendGrid’s integration with Microsoft Dynamics CRM, Acme Widgets has verified that their customers are reading the emails sent from the web interface, which allows them to tailor their campaigns more specifically towards their audience.

The process to integrate Microsoft Dynamics CRM 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.