?>

SendGrid + Freshsales Integrations

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

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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
Freshsales Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Xero Xero

Best SendGrid and Freshsales Integrations

  • SendGrid SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors Read More...
    When this happens...
    SendGrid 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
  • SendGrid SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors (from Report) Read More...
    When this happens...
    SendGrid 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
  • SendGrid Slack

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    When this happens...
    SendGrid New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • SendGrid Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    When this happens...
    SendGrid New Lead
     
    Then do this...
    Gmail Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • SendGrid Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    When this happens...
    SendGrid New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • SendGrid Microsoft Teams

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

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    Actions
  • Send Email

    Sends an Email.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How SendGrid & Freshsales Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate SendGrid with Appy Pie Connect.

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of SendGrid and Freshsales

SendGrid is a cloud based email delivery service that helps to send and track emails easily. It offers integration with different applications such as Freshsales, Infusionsoft and more. It has both free and paid plans.

Freshsales is an all in one sales spution for small and medium sized businesses. It has features like CRM, Email marketing, Lead generation, Sales reporting, Sales automation and more.

Integration of SendGrid and Freshsales

The integration of SendGrid and Freshsales makes it easy for the user to send emails from Freshsales directly to the customers without using any other applications. It also helps the user to track the open rate of the emails sent out by Freshsales. SendGrid can be integrated with Freshsales by fplowing steps:

  • Go to the admin page of SendGrid account. Click on settings and then click on API keys. Create a new API key on SendGrid account, so that it can be used to integrate with Freshsales. Now, go to developer tab and then click on “New API key” button. This will take you to the next page where you have to click on create new API key button. Then copy the API key and paste it in the API key field of Freshsales and click on Save changes.
  • To integrate SendGrid with Freshsales, you need to create a new template in Freshsales. For this you need to go to email templates page on Freshsales. Click on New Template option at the top right side of the page. Choose SendGrid as an add-on and then enter an appropriate name for the template. On the next page fill up the template fields. You can create multiple templates for different messages according to your needs.
  • Now go to the email settings page of Freshsales account and choose SendGrid as an add-on from the drop down menu. On the next page enter your SendGrid credentials and click on save changes.

If you have any queries regarding this integration please contact us at Support@sendgrid.com or visit our support site https://support.sendgrid.com/docs/email-templates/where-do-i-add-template-credentials/

Benefits of Integration of SendGrid and Freshsales

The process to integrate SendGrid and Freshsales 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.