How to integrate Chat Plus with SendGrid to automatically add new contacts to the SendGrid contact list when a chat is initiated in Chat Plus

Step 1: Integrate Chat Plus and SendGrid with My Apps

First, register the apps you will use with My Apps.
By registering with My Apps in advance, you can smoothly proceed with the subsequent automation flow settings.

To register with My Apps, click "My Apps" on the left side of the Yoom screen, and then click "+ New Connection" on the right side of the screen.

[Register Chat Plus with My Apps]

Enter Chat Plus in the search box and select Chat Plus from the displayed options to proceed to the next screen.
Enter the "Account Name" and "Access Token" of the account you want to integrate.

*About the Access Token
‍Enter the API token issued from this page in the "Access Token" field. After setting the "Password" on the API token issuance screen, click "Issue API Token" to display the API token in red text. Enter the displayed API token.

[Register SendGrid with My Apps]

Enter SendGrid in the search box and select SendGrid from the displayed options to proceed to the next screen.
Enter the "Account Name" and "Access Token" of the account you want to integrate.
*For information on how to obtain the access token, please refer to the explanation in the red box below.

Registration is complete if Chat Plus and SendGrid are displayed in My Apps.

Click "Try it" on the banner below to copy the template and proceed with the automation flow settings!

Step 2: Set Up Chat Plus Trigger

First, configure the Chat Plus trigger.
Click "When chat starts" from the copied template.

Set each item as follows and click "Next".
・Title: Can be changed as needed
・App: Select Chat Plus
・Account information to integrate: Select the account you want to integrate
・Trigger action: Select "When chat starts"

Next, configure the Webhook event reception settings for the app trigger.
Copy the Webhook URL in the red frame below and set it from the Chat Plus management screen according to the steps on this page.

Once the setup is complete, run a "Test" and save it if successful.

Step 3: Set Up SendGrid Action

Next, configure the SendGrid action.
Click "Add new contact to contact list".

Set each item as follows and click "Next".
・Title: Can be changed as needed
・App: Select SendGrid
・Account information to integrate: Select the account you want to integrate
・Trigger action: Select "Add new contact to contact list"

Next, configure the items for adding a new contact.
Refer to the output obtained from Chat Plus and set each item appropriately.

For the username of the new contact, there are fields for "Last Name" and "First Name", but since the username obtained from Chat Plus is not separated into "Last Name" and "First Name", set the full name in the "Last Name" field.

For the list ID, select from the candidates displayed when you click the "List ID" field.
※The candidates are displayed from the integrated account

Once the setup is complete, run a "Test" and save it if successful.

Step 4: Turn On the Trigger and Verify Operation

All settings are now complete. Turn the trigger "ON" and verify the operation!

Thank you for your hard work on the setup!

The flowbot template used this time can be tried from the banner below.
By utilizing Yoom, you can easily achieve this automation setup without requiring difficult technical knowledge.
Be sure to implement it and experience the improvement in work efficiency and the ease of automation setup using Yoom!

Other Automation Examples Using Chat Plus and SendGrid

There are many other examples of automation using Chat Plus and SendGrid in Yoom, so let me introduce a few.

1. Notify Slack When a Chat Starts in Chat Plus

This is a flow that automatically notifies Slack when a chat starts in Chat Plus.
By integrating Chat Plus with Slack, you can timely grasp the chat start status in Chat Plus, streamline support operations, and expect improved customer satisfaction.
By combining it with the integration introduced this time, it seems possible to achieve higher quality customer follow-up.

2. Add Ticket Information to Google Spreadsheet When a Ticket is Created in Chat Plus

This is a flow that automatically adds ticket information to a Google Spreadsheet when a ticket is created in Chat Plus.
When cases that are difficult to respond to immediately in Chat Plus are ticketed, the ticket information is automatically reflected in the Google Spreadsheet, making it easier to grasp new tickets and analyze data, thereby facilitating smoother customer and inquiry handling.

3. Add Purchasers to SendGrid Contact List When an Order is Placed on Shopify

This is a flow where purchaser information is automatically added to the SendGrid contact list when an order is placed on Shopify.
By automatically adding purchaser information from Shopify to the SendGrid contact list, customer information is updated in a timely manner, allowing for smooth email marketing based on the latest information.

Benefits of Integrating Chat Plus with SendGrid

1. Improved Support Accuracy through Automatic Customer Information Updates

When a chat begins in Chat Plus, the customer information is automatically added to SendGrid's contact list, eliminating the need for manual data entry and allowing you to allocate the time previously spent on manual input to other tasks.
For example, information about customers who ask questions or seek advice through Chat Plus is promptly registered in SendGrid, reducing customer wait times and enabling smoother support.
Additionally, the prompt automatic updating of customer data allows the support team to use the latest data for customer follow-up, which can be expected to improve the accuracy of customer support.

2. Streamlined Operations through Efficient Lead Management

When a new customer starts a chat in Chat Plus, their information is automatically added to SendGrid, eliminating the need for manual lead registration and improving lead management efficiency.
For instance, after interacting with a website visitor via Chat Plus, the customer information is quickly added to the marketing list, allowing for smooth execution of subsequent email campaigns.
Automatic registration of customer information prevents human errors such as manual entry mistakes or registration omissions, enabling the sharing of fast and accurate up-to-date information within the company, which can also facilitate smoother operations.

3. Optimization of Customer Follow-up

With new leads obtained through Chat Plus being automatically added to SendGrid, representatives can quickly access the latest customer information, enabling more optimized email campaigns.
For example, if a customer inquires about a specific product through Chat Plus, that information is automatically added to SendGrid, allowing for timely sending of campaigns or information related to that product.
This enables customers to receive beneficial information in a timely manner, which can lead to higher engagement. Sending emails based on the content the customer showed interest in can deepen the trust relationship with the customer and lead to more effective marketing activities.

Conclusion

When managing customer data using multiple tools, various challenges such as input errors and time lags in reflecting customer data can arise.
By utilizing Yoom to integrate Chat Plus with SendGrid, a new contact is automatically added to SendGrid's contact list every time a chat is initiated in Chat Plus, streamlining customer information management and helping to solve these challenges.
The ability to share timely and up-to-date information automatically added within the company can lead to more personalized marketing activities, improving customer satisfaction while enhancing operational efficiency.
By following the steps in this article and utilizing Yoom, you can easily automate without any coding, so take this opportunity to implement it.