How to integrate kintone with SendGrid to add registration information from kintone to SendGrid

For those managing customer information with kintone and using SendGrid for email distribution, many may struggle with the hassle and errors of manually transferring customer data. The solution to this problem is the integration of kintone and SendGrid using Yoom.

With this integration, information registered in kintone is automatically added to SendGrid, eliminating the need for manual input. This allows for efficient email distribution based on the most up-to-date information, improving the accuracy of operations. This article introduces an easy way to set it up.

Benefits of Integrating kintone and SendGrid

Benefit 1: Reduction of Manual Input Effort and Errors

Since customer information registered in kintone can be automatically added to SendGrid, it reduces manual labor and the risk of input errors.

For example, when acquiring new customers, there may be cases where you need to manually input customer data into SendGrid for email marketing. However, this task is prone to errors, and it is especially cumbersome when dealing with a large amount of customer information. By setting up an integration that automatically adds customer information registered in kintone to SendGrid, you can start addressing these challenges. With this integration, by simply entering customer information into kintone, it is also reflected in SendGrid's email list, preventing duplicate data entry and omissions.

Benefit 2: Improved Operational Efficiency with Automatic Addition to Email Distribution Lists

Since kintone data is immediately reflected in SendGrid's list, timely email distribution is possible.

For example, if there is a delay in updating the customer list when a new project starts, it may hinder operations by not being able to quickly approach the latest customers. In this regard, integrating kintone and SendGrid keeps the customer list up-to-date, eliminating the need for staff to manually update the list. Especially in cases where urgent promotions or announcements are needed, you can quickly deliver emails to the appropriate customers, improving the speed and accuracy of marketing.

How to Create a kintone and SendGrid Integration Flow

From here, we will set up the integration of kintone and SendGrid using Yoom.
This flow is about "adding information registered in kintone to SendGrid."

Integrate Yoom with kintone and SendGrid as my apps
Set up an app trigger in kintone
Set up record addition in kintone
Set up to add new contacts in SendGrid

You can complete these 4 steps without programming knowledge.
Copy the template from the "Try it" banner below and proceed with the setup.

[What is Yoom]

Step 1: Integrate kintone and SendGrid with My Apps

First, let's integrate Yoom with the app we will be using this time.
After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.

Search for kintone and SendGrid respectively, and proceed with the input according to the displayed content.

kintone requires simple settings on the app side, and SendGrid requires obtaining an API key.
Please proceed with reference to the following links.

How to register kintone My Apps
How to obtain SendGrid API key (official website)

Once the settings are complete, they will be displayed in the My Apps list along with an icon.

If kintone is also displayed in the same way, the integration with My Apps is complete.
Next, we will proceed with setting up the flow specifically!
If you haven't copied it yet, please copy the Flow Bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the redirected page
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in.

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Step 2: Setting up App Trigger in kintone

First, click "When a record is registered" to set up the trigger to activate the flowbot.
On the first page, the kintone account linked with My Apps will be displayed.

The title can be changed to something easy to understand. Make sure to distinguish between multiple flows.
The trigger action cannot be changed, so after checking the account information, proceed to the next step.

On the next page, you will set up detailed settings to run the flow.

Copy the displayed URL (don't forget to remove https://) and set it in the kintone admin screen.
‍Details and precautions on the kintone side can be checked from the link below.

Set up Webhook in kintone

<span class="mark-yellow" The condition for sending notifications is "Adding a record," so be careful not to make a mistake!></span>
By setting this, the flow will be activated when a record is added in kintone.

Once the settings are done, click "Test" to obtain the output.

The output obtained here will be used in the subsequent settings, so make sure to check it.
If there are no issues, click "Save" to complete the app trigger setup.

Step 3: Setting up Record Addition in kintone

Next, click "Add Record."
On the first page, as before, account information is displayed. Make any necessary title corrections.

Scroll down to see the items for database linkage.

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Enter or select the kintone app ID where the record was added.
Click "Next" to test if the linkage is correct.

On the next screen, set the search conditions for the records.

Retrieve the information of records that match the specified conditions and reflect it in SendGrid.
Here, the condition is that the record number of the item on kintone matches the record ID obtained in the output.

Once the settings are done, enter the temporary record information in kintone, then click "Test" to obtain the output.

Once confirmed, click "Save" to complete the record addition setup.

Step 4: Setting up to Add New Contacts in SendGrid

Click "Add New Contact to Contact List" for the final setup.
On the first page, as with the kintone setup, check the account information and make any necessary title corrections before proceeding.

On the next page, set the content and location to add to the contact list.

You can set the information to add and the list ID by simply selecting from the options.
Once entered, click "Test." If the test is successful, the temporary record information is reflected in SendGrid.

Once confirmed, click "Save" to complete all settings.

Turn on the trigger to run the flow.

Now, the record information registered in kintone will be automatically reflected in SendGrid.

Flowbot template used this time
Add information registered in kintone to SendGrid

Other Automation Examples Using kintone and SendGrid

There are many other examples of automation using kintone and SendGrid in Yoom, so let me introduce them.

1. Automatic Registration of Business Card Information to SendGrid

By integrating SendGrid with Sansan, the information registered in Sansan is automatically registered in SendGrid. This saves the trouble of manual input and can lead to a reduction in errors. Additionally, since the information is reflected immediately, it is expected that email approaches to the other party can be made more quickly.

2.Streamline kintone Contract Information

By integrating kintone with GMO Sign and utilizing Google Chrome extensions, contract-related tasks are streamlined. The process of document creation, sending to GMO Sign, and even updating kintone information after contract conclusion is automated while leveraging kintone's information, significantly reducing the manual work previously required.

Summary

With Yoom, integrating kintone and SendGrid becomes easy, allowing for automatic addition of customer information without programming knowledge. For those looking to reduce manual errors and improve daily work efficiency, automation using kintone and SendGrid is a highly effective method. By using Yoom's templates, anyone can easily set it up without code, making it a recommended first step for business improvement. Sign up for Yoom for free now and start automating your tasks!