How to integrate HubSpot with SendGrid to create a contact list in SendGrid when a contact is added in HubSpot

Step 1: Integrate HubSpot and SendGrid with My Apps

First, register My Apps in HubSpot.
Select "My Apps" from the menu on the left.

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Next, click the new connection button at the top right.

Enter "HubSpot" in the search box and select "HubSpot" from the displayed options.

Next, you will be directed to the HubSpot account integration screen, where you can log in with your desired account.
A confirmation screen for the integration will appear, so click "Connect App".

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Click "Connect App" and agree to proceed to the next screen.
HubSpot will be displayed in My Apps.

Next, let's register SendGrid in My Apps.
Similarly, click "New Connection" on the right side of the screen.

A search box will appear, enter "SendGrid" and click the displayed option.

Follow the instructions and click "Add" when completed.

SendGrid will be displayed in My Apps.
This completes the registration of the apps to be used this time in My Apps.

Step 2: Copy the Template

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

Read the following screen display and click "OK".
If changes are needed, you can click on the relevant section to make modifications.

Step 3: Set the HubSpot trigger that initiates the flow and the subsequent SendGrid operation settings

Operate the flowbot and proceed with the automation settings.
Click on the red-framed area below.

A screen like the one in the image below will be displayed.
Set the trigger activation interval and click "Test" → "Save".
You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

Next, click on the red-framed area below to proceed with the SendGrid settings.

A screen like the one in the image below will be displayed.

When you click on the input field, the output will be displayed, and you can enter information obtained from the integrated app.
Use the output to enter the item you want to use as the list name.
Below, the company name is set as the list name.

Once the input is complete, click "Test" → "Save".

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

When you click "Save" above, a screen like the one in the image below will be displayed.
Finally, click "Turn on Trigger" to complete the automation settings.
Verify that the flowbot is activated correctly.

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Here is the template used this time.

Other Automation Examples Using HubSpot

① When a contact is created in HubSpot, notify Slack and add it to Google Sheets

This flow notifies Slack and adds a contact to Google Sheets when a contact is created in HubSpot. By utilizing this flow, new contact information is immediately shared on Slack, allowing for prompt responses. Quick actions towards customers can improve customer satisfaction and help prevent missed business opportunities.

② Register an event in Google Calendar based on HubSpot form information

This flow registers an event in Google Calendar based on HubSpot form information. By utilizing this flow, information submitted through HubSpot forms is automatically registered in Google Calendar, thereby streamlining schedule management. This helps prevent information from being overlooked and improves response speed.

③ When a new deal is created in HubSpot, send a contract with freee Sign and update the deal information

This is a flow to send a contract with freee Sign and update the deal information when a new deal is created in HubSpot. By utilizing this flow, it is expected to eliminate the manual effort by automatically creating and sending contracts and updating deal information once a deal is registered. Additionally, by creating documents that quote the registered content, it also helps prevent input errors.

Benefits and Examples of Integrating HubSpot and SendGrid

Benefit 1: Accelerating Marketing Initiatives and Enhancing Consistency

When a new contact is created in HubSpot, a contact list is automatically created in SendGrid as well, which can speed up marketing initiatives. For example, welcome emails or follow-up emails can be automatically sent the moment a new lead is added. This allows for quick engagement with leads and prevents the loss of sales opportunities. Additionally, maintaining data consistency reduces the risk of discrepancies between different tools, enabling more effective marketing activities.

Benefit 2: Reducing Workload by Automating Data Entry

With this integration, the manual task of adding contact lists is eliminated, significantly improving operational efficiency. For marketers handling large volumes of customer data, the burden of data entry and the risk of human error are reduced. For instance, automating the preparation for regular campaign email distribution can save time. As a result, staff can allocate resources to more important tasks such as strategy planning and content creation.

Benefit 3: Smoother Customer Interaction

Sales and support teams can access centralized customer information, making customer interactions smoother. For example, support staff can easily understand a customer's past communication history, enabling quick and accurate responses. Additionally, using SendGrid to automatically send support information can enhance customer satisfaction. Easier information sharing can also improve the productivity of the entire team.

Conclusion

This article introduced how to integrate HubSpot and SendGrid to automatically create a contact list in SendGrid when a contact is added in HubSpot. This integration can reduce manual work, accelerate marketing initiatives, and improve the quality of customer interactions. If you are already using both tools or are a marketer aiming to improve operational efficiency, please try this method.
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