JUST.DBとSendGridの連携イメージ
How to Integrate Applications

2024/12/24

How to integrate JUST.DB with SendGrid to add contacts in SendGrid using the record information registered in JUST.DB

m.takahashi

For companies, utilizing managed customer information to carry out marketing and other initiatives is extremely important in modern business. However, when using multiple tools to proceed with operations, the task of entering customer information for each tool is very cumbersome, inefficient, and time-consuming. Wouldn't it be great if the information registered once could be automatically synchronized with other tools, reducing the time spent on data entry? This article explains how to automatically add record information registered in JUST.DB to SendGrid. By linking JUST.DB and SendGrid, you can eliminate the hassle of manual data entry, achieve efficient customer data management and email distribution, and significantly improve operational efficiency. Be sure to check out how you can integrate them. Recommended for: This integration is recommended for the following people! - Those who utilize JUST.DB and SendGrid in their operations - Company representatives who find manual data management cumbersome and aim to improve operational efficiency - Marketing personnel who want to manage customer data and strengthen targeted email distribution - Administrators who want to reduce data entry errors and information duplication - System personnel who want to accurately manage customer information Benefits and Examples of Integrating JUST.DB and SendGrid Benefit 1: Rapid Lead Nurturing When a customer is registered in JUST.DB, contact information is added to SendGrid, allowing sales teams and marketing departments to smoothly start lead nurturing. This automation eliminates the hassle of manual entry, minimizes the time lag before starting operations, and reduces the risk of leads flowing to competitors. For example, it becomes possible to automatically send welcome emails to new customers and provide information to customers, enabling smooth information provision. By obtaining a lot of information, customers may lead to product sales or contracts. Benefit 2: Error Reduction and Efficiency Automation can prevent data entry errors that tend to occur with manual data entry. Once the correct information is registered in JUST.DB, it is reliably synchronized with SendGrid, maintaining data consistency. This improves operational efficiency and reduces the cost of troubles caused by human errors and double-checking. For example, in companies that register a large number of customer data in a day, accuracy and speed are particularly required, so this integration may reduce the burden on the person in charge. By allocating the time spent on information registration work to core operations, the progress of operations will be smoother. Benefit 3: Centralized Data Management and Segment Utilization By linking JUST.DB and SendGrid, customer data is centralized without being managed redundantly. This automation allows you to keep the recipient list up to date. Also, from the perspective of personal information management, centralized management of information may eliminate the complexity of management and make customer information management smoother. For example, even if multiple teams can register information, accurate information is integrated, allowing accurate email distribution based on the latest information. By keeping the managed information accurate, you can use the information with confidence in your operations. Now, let's explain how to use the no-code tool Yoom to add contacts to SendGrid when a record is registered in JUST.DB. [What is Yoom] How to Utilize Content Added to JUST.DB in SendGrid It is possible to achieve this by receiving a webhook when a record is registered in the JUST.DB database using the JUST.DB API and adding the record data registered in JUST.DB to the SendGrid contact list using the API provided by SendGrid. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge. The integration flow is broadly divided into the following processes: - Register JUST.DB and SendGrid as My Apps - Copy the template - Set the trigger for JUST.DB, which serves as the starting point of the flow, and set the operations for JUST.DB and SendGrid that follow - Turn on the trigger button and check the operation of the integration between JUST.DB and SendGrid If you are not using Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*g14lzx*_gcl_au*MTc4NTI3NDA0MC4xNzMyNDk0NjA4*_ga*MTAwMzEzNjkyNC4xNzMyNDk0NjA5*_ga_663H387CXM*MTczMjQ5OTA5NC4yLjEuMTczMjQ5OTA5NS41OS4wLjIwNDg0MzE4NDY.). If you are already using Yoom, please log in.

Step 1: Integrate JUST.DB and SendGrid with My App

First, register the app you will be using with My App.
By registering in advance, you can set up the flow smoothly.

First, register JUST.DB.
Access My Menu on the left side of the Yoom screen and click the New Connection button on the right side of the screen.

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Next, enter JUST.DB in the search box and select "JUST.DB" from the displayed options.
The following screen will appear, so enter the "Account Name" and "Access Token" and click "Add" to complete.

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Next, register SendGrid with My App.
Similarly, enter SendGrid in the search box and select "SendGrid" from the displayed options.
On the following screen, enter the "Account Name" and "Access Token" and click "Add".

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If JUST.DB and SendGrid are displayed in My App, the registration is complete.

Step 2: Set the Trigger for JUST.DB "When a Webhook Event is Received"

Now, let's proceed with the automation settings.
Click "Try it" on the banner below to copy the flow bot.

Click to display an image like the one below, then press OK. When the following screen appears, check the "Title" and "Description". If changes are necessary, you can click on the relevant section to modify it. First, set up the "Receive Webhook Event" in JUST.DB by clicking on it. When the following screen appears, make the settings below. "Title" → Can be changed if necessary "Account Information to Integrate with JUST.DB" → Confirm if the account is correct "Trigger Action" → When a Webhook event is received Once the settings are complete, click "Next". Let's set up the Webhook. When the following screen appears, copy the Webhook URL and set it in JUST.DB. ※ For how to set up the Webhook, please refer to [here](https://intercom.help/yoom/ja/articles/6834069-just-db%E3%81%AEwebhook%E3%82%92%E6%B4%BB%E7%94%A8%E3%81%97%E3%81%A6yoom%E3%81%AE%E3%83%95%E3%83%AD%E3%83%BC%E3%83%9C%E3%83%83%E3%83%88%E3%82%92%E8%B5%B7%E5%8B%95%E3%81%99%E3%82%8B%E6%96%B9%E6%B3%95). Once the settings are complete, execute "Test", and if successful, click "Save" to complete. The database to be integrated with JUST.DB was created in this way. Add and configure items according to usage. "Email Address" and "Name" are required fields when registering with SendGrid, so be sure to set them. Step 3: Set Actions for JUST.DB "Retrieve Record" and SendGrid "Add New Contact to Contact List" Next, set the action to retrieve the details of the record registered in JUST.DB. Click "Retrieve Record" in JUST.DB, and when the following screen appears, make the settings below. "Title" → Can be changed if necessary "Account Information to Integrate with JUST.DB" → Confirm if the account is correct "Execute Action" → Retrieve Record (ID Search) Once the settings are complete, scroll to proceed with the screen. Set the details of the database integration. "Domain" → Obtain and set from the URL of JUST.DB "Table Identifier" → Confirm and set in JUST.DB "Sheet Name" → Set the sheet name of the file downloaded from JUST.DB "Table Definition File" → Upload the one downloaded from JUST.DB Once the settings are complete, click "Next". Set the conditions for the record to be retrieved. Record ID = Record that triggered the Webhook event, so set the Record ID Output of "When a Webhook event is received". By using the output, the appropriate value is automatically entered for each flow activation. ※ For more details about the output, please see [here](https://intercom.help/yoom/ja/articles/8223528-%E3%82%A2%E3%83%97%E3%83%88%E3%83%97%E3%83%83%E3%83%88%E3%81%AB%E3%81%A4%E3%81%84%E3%81%A6‍). Once the settings are complete, execute "Test", and if successful, click "Save". Set up the registration to SendGrid. Click "Add New Contact to Contact List" and make the settings below. "Title" → Can be changed if necessary "Account Information to Integrate with SendGrid" → Confirm if the account is correct "Action" → Add New Contact to Contact List Once the settings are complete, click "Next". Set the registration details. Enter the output obtained from the action to retrieve the record for "Email Address", "Last Name", and "First Name". Select the list to add from the candidates. Once all settings are complete, execute "Test", and if successful, click "Save" to complete. Step 4: Verify the Automation Operation of JUST.DB and SendGrid Finally, click "Turn ON Trigger" to complete the automation settings. Check whether the flow bot starts correctly. Thank you for setting up!

Other Automation Examples Using JUST.DB

There are many other examples of automation using JUST.DB in Yoom, so let's introduce a few.

1. Notify Slack When a Record is Registered in JUST.DB

The first example is the integration flow with Slack. By automatically notifying the addition of records, it seems that information can be smoothly shared within the team.

2. Register the content approved in Garoon to JUST.DB

Next, we will introduce the integration flow with Garoon. By automatically adding the content approved in Garoon to JUST.DB, it helps eliminate the need for manual entry and maintain data consistency.

3. Add employee information to freee HR labor management when registered in JUST.DB

The last integration to introduce is with freee HR labor management. If you are using JUST.DB for managing employee information, automatically sharing this information with freee HR labor management can significantly reduce the workload.

Summary

By integrating JUST.DB with SendGrid, it may be possible to streamline customer data management and email distribution. Utilizing this automation can eliminate the hassle of manual data entry and significantly improve operational efficiency. Additionally, accurate and swift data registration allows for smooth initiation of marketing activities, maximizing their effectiveness and enhancing the customer experience.

Please take advantage of Yoom to experience firsthand how much more efficient your actual operations can become!

The person who wrote this article
m.takahashi
I experienced jewelry sales as a new graduate, got married and gave birth, and worked at a social insurance labor consultant office for about 6 years. I experienced a variety of office work in both industries, including inventory management and customer management. Especially when I work at a company labor office, I often end the day with a huge amount of input work and paperwork. When I learned about Yoom, my first voice was “Why couldn't we meet sooner...” I try to write easy-to-understand sentences so that I can bring the convenience of Yoom to everyone!
Tags
JUST.DB
SendGrid
Automatic
Automation
Integration
Related Apps
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