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The template will be copied, so click the "OK" button.
Move to the "My Projects" screen of your Yoom account and check the template content.
There are two configuration flows.
(1) First, set up the Airtable app trigger.
From the My Projects on the left side of your Yoom account screen, click "【Copy】Add as a contact in SendGrid when a lead is registered in Airtable".
After clicking, the template content will be displayed as shown in the screen below.
(2) Click on "When a record is registered" as the trigger.
(3) Enter the information of the Airtable account you want to link and click [Next].
(4) On the next screen, select the "Trigger Activation Interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The trigger activation interval varies depending on the plan, so please be careful.
(5) Next, check the annotation section to set the "Base ID", "Table ID", and "Field Name of Created Time".
For how to retrieve field information of records, please refer to this article.
(6) After entering the information, click [Test] and if there are no issues, click [Save].
In this step, you can obtain the following information as output.
The output information can be quoted and utilized in the subsequent steps, as noted in the annotation "This value can be used in other operations."
If you want to increase the output you can obtain, such as detailed record information, you need to obtain other values using 'JSONPath'.
・For how to write JSONPath, please check here.
・For how to obtain output using JSONPath, please check this page.
(1) Finally, click the second action "Add new contact to contact list".
(2) Enter the account information to link with SendGrid and click [Next].
(3) On the next screen, set up the process of adding new contacts to the specified contact list.
As shown in the screen below, clicking the input bar will expand the content obtained in the previous step, allowing you to quote the information.
(Below is an example quoting the "Email Address", "Last Name", and "First Name" obtained in the previous step.)
(4) For the 'List ID' of "List to Add", clicking the input bar will expand the information based on the linked account content as "candidates".
Select the information you want to set.
(5) After entering the information, click [Test] and if there are no issues, click [Save].
This completes the setup.
By clicking the red frame part "Turn on the Trigger" on the screen below, the flow bot will start automatically.
Here is the template used this time
There are other examples of automation using SendGrid in Yoom, so here are a few introductions.
This flow is recommended for those who frequently hold briefings or seminars and want to follow up with participants via email.
You can automatically add participant information registered with TimeRex to a specific contact list in SendGrid, helping to prevent input errors and registration omissions.
By utilizing this flow, centralization of customer information is achieved, enhancing the efficiency of email marketing.
Additionally, manual data entry tasks are reduced, which can improve the speed and accuracy of operations.
This may enable higher quality customer service, potentially leading to increased sales.
By automating the process, you can save the time and effort of manually adding to SendGrid, leading to reduced working hours and improved work efficiency.
Quickly reflecting updates to lead information makes it a useful tool for identifying areas for project improvement and conducting more strategic activities.
By integrating Airtable and SendGrid, you can automate lead management and email distribution processes, which is expected to improve operational efficiency.
This allows for quick responses while maintaining data accuracy, maximizing the effectiveness of sales and marketing activities.
Additionally, reducing the burden on staff through manual tasks can also improve the work environment.
Since it can be easily set up with no code, take this opportunity to utilize Yoom and experience automation through app integration.
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