Integrating ecforce with SendGrid: How to Automatically Add New Contacts to the SendGrid Contact List When Order Information is Registered in ecforce

It is very important to streamline contact management and subsequent operations based on order information.
However, manually registering contacts can lead to errors and time-consuming correction tasks.
Therefore, this time, we will introduce automation that registers contacts in SendGrid based on order information registered in ecforce by integrating ecforce and SendGrid.
This will reduce the burden on the person in charge and make customer management easier.

Recommended for

Those who want to add contacts to the contact list based on order information
Those who are using ecforce and SendGrid separately and want to link data
Those who want to register contacts accurately without mistakes

Benefits and Examples of Integrating ecforce and SendGrid

Benefit 1: Easier Customer Management

By automatically registering new contacts in SendGrid's contact list based on order information registered in ecforce, customer management will become easier.
For example, if the number of orders increases in ecforce, manually adding contacts to SendGrid will also increase the burden.
However, by automating this process, the burden on the person in charge is reduced, leading to a reduction in working time.
This makes it possible to centralize customer management and seems useful for utilizing contact data.

Benefit 2: Smoother Subsequent Operations

By integrating ecforce and SendGrid, contacts can be automatically reflected in SendGrid every time there is an order in ecforce, making subsequent operations smoother.
For example, when there is an order on the EC site, adding a contact to SendGrid allows for the distribution of shipping information and campaign information.
This allows for follow-up and campaign emails to be sent based on the latest contact information.
In this way, the automatic addition of contacts facilitates subsequent operations and seems to make it easier to proceed with work.

Benefit 3: Prevent Contact Registration Errors

Automation that adds contacts to SendGrid based on order information from ecforce prevents registration errors in advance.
For example, manually checking order data in ecforce and adding contacts to SendGrid can lead to registration errors in names or email addresses.
However, utilizing automation can solve such problems and is expected to register contact information accurately.
This seems to avoid the risk of sending emails to incorrect email addresses.

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Now, let's explain how to use the no-code tool Yoom to add new contacts to SendGrid's contact list when order information is registered in ecforce.

[What is Yoom]

How to Create an Integration Flow between ecforce and SendGrid

Automation can be achieved by receiving order information registered in ecforce via API and adding new contacts to the contact list via SendGrid's API.
Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom.

The integration flow is created through the following major processes.

Register ecforce and SendGrid as My Apps
Copy the template
Set the ecforce trigger as the starting point of the flow and configure the subsequent SendGrid operations
Turn on the trigger button and check the integration operation between ecforce and SendGrid

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Register ecforce and SendGrid as My Apps

Let's register ecforce and SendGrid as My Apps to connect them to Yoom.
By registering My Apps in advance, automation settings become easier.

First, register ecforce as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
A search bar will appear, so search for ecforce or find it from the app list.

When the following screen appears, configure the settings within the red frame.
For instructions on how to issue an access token, please check here.

Next, register SendGrid as My App.
Similarly, search for SendGrid in the search bar or find it from the list.
When the following screen appears, configure the settings within the red frame.

If ecforce and SendGrid are displayed on the My Apps screen, the registration is complete.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, click on the relevant section to edit.
First, to set up ecforce, click "When order information is registered".

Step 3: Setting the ecforce trigger that initiates the flow and the subsequent SendGrid operation

The following screen will be displayed, so check the settings.
*ecforce is an app available only on some paid plans.
For other plans, the operations and data connections of the flow bot you set will result in errors, so please be careful.
A 2-week free trial is available for paid plans.
During the free trial, you can use apps that are subject to restrictions.

"Title" → Can be changed as desired
"Account information linked with ecforce" → Check for any discrepancies in the account
"Trigger Action" → When order information is registered

When the following screen is displayed, set the "Trigger Interval".
Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*The trigger interval varies depending on the plan, so please be careful.
Once set, click "Test" → "Test Successful" → "Save".

Next, to set up SendGrid, click "Add new contact to contact list".
Check the settings when the following screen is displayed.

"Title" → Can be changed as desired
"Account information linked with SendGrid" → Check for any discrepancies in the account
"Action" → Add new contact to contact list

When the following screen is displayed, set the "Email Address".
Select "Email Address" using the output from ecforce.
Click the arrow within the red frame to display the output.

Scroll and set the "List to Add".
Select the relevant "List ID" from the candidates.
The candidates will be displayed by clicking within the frame.

Step 4: Turn on the trigger button and verify the integration between ecforce and SendGrid

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot starts up correctly.

Here is the template used this time.

Other Automation Examples Using ecforce

1. This is a flow where order information registered in ecforce is automatically stored in kintone.
There is no need to manually transfer order information registered in ecforce to kintone.
This eliminates transcription errors and omissions, allowing you to manage order data accurately.

2. This is a flow that automatically retrieves an advertising summary report from ecforce every day and notifies Google Chat.
The advertising summary report is automatically retrieved at a set time every day and notified to Google Chat, making it easy to check.
It eliminates the hassle of manual data retrieval and notification, reducing the workload.

3. This is a flow for automatically registering customer information in ecforce when a row is added to a Google Spreadsheet.
When you register customer information in a Google Spreadsheet, it is reflected in ecforce, allowing you to manage customer information accurately.
This automation is especially recommended for those who use Google Spreadsheets as a shared sheet.

Summary

The integration of ecforce and SendGrid simplifies customer management and helps improve operational accuracy.
By automatically registering contacts in SendGrid based on ecforce's order data, you can reduce working hours and alleviate the burden on staff.
This prevents manual errors and enables follow-up using the latest data.

Implement Yoom's automation to centralize operations and reduce workload.