[SendGrid API] Comprehensive Guide: From Integration Methods with Various Applications to Use Cases.
Automation Ideas
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2024/11/19
[SendGrid API] Comprehensive Guide: From Integration Methods with Various Applications to Use Cases.
e.koyama
What You Can Do with the SendGrid API
By using the SendGrid API, you can manage contacts, send emails, and retrieve statistics.
Regarding contact management, you can integrate with other app APIs to register that information as recipients. You can add leads registered in CRM, SFA, databases, or information of customers from e-commerce sites to SendGrid's contact list. Additionally, you can register contacts from web forms or received emails.
Moreover, using the SendGrid API, you can automatically send emails to contacts registered in the contact list and gather statistics such as open rates and click rates for the sent emails.
How to Use the SendGrid API
This time, we will use a service called Yoom to utilize the SendGrid API without coding.
[What is Yoom]
If you are already using Yoom, make sure to log in.
How to Connect SendGrid with Yoom
Setting Up My App Integration
1. After selecting "My Apps" from the left menu, click "+ New Connection" on the right side of the screen.
2. Select SendGrid from the new connection candidates in My Apps. * You can narrow down the candidates by entering the app name in the search box.
3. Enter the account name and access token, then click "Add". * Enter a management name for the account name. * For the access token field, enter the value of the API key created by referring to the explanation in the blue frame in the image below or the "Creating API Keys" section in this official user manual article.
The integration is now complete. You can now use the API provided by SendGrid from Yoom!
Master the SendGrid API Using Yoom Templates!
Yoom offers many "Flowbot Templates" that you can easily use by simply copying them. For more details on Flowbots, please watch the video below.
From here, we will introduce templates for each actual use case and recommended job type.
Examples of Automation Achievable with the SendGrid API
Click on the banner of the template you want to automate or are interested in to connect to each introduction page. If you want to start setting up immediately, click "Try it out".
Sync with CRM or SFA
By integrating the CRM or SFA API with the SendGrid API, you can add new contacts to SendGrid using the information when leads or customers are registered in CRM or SFA.
By automatically adding new lead information to the contact list, marketers can always keep the target list for email campaigns up to date. By streamlining the process from lead acquisition to starting email marketing, you can reduce the effort of transcription and verification tasks, thereby improving operational efficiency.
Also, if you are using SendGrid to send sales or support emails to customers, the customer information registered in CRM or SFA will be automatically registered in the recipient list, enabling centralized data management. This can reduce the risk of missing information for specific customers due to registration omissions or sending emails that should not be sent to the wrong list.
Ensure that you can register information in the list when acquired so that you can appropriately and promptly distribute emails about new projects or regular information distribution to leads and customers.
Sync with the Database
By utilizing the SendGrid API, it is possible to automatically add contacts to SendGrid based on information from your database. If you manage lead and customer information in a database without using CRM or SFA, or if you collect lead and customer information from multiple CRMs or SFAs into a database, please refer to the following template.
If you mistakenly register an email address, not only will you fail to deliver information to the intended recipient, but you may also inadvertently inform unintended parties. For example, campaign announcements might not reach the intended recipients, resulting in lost sales, or they might be sent to unintended recipients, reducing profit margins. By automating the transcription process, you can reduce the risk of transcription errors, registration omissions, and duplicate registrations, thereby improving data accuracy.
Synchronize with EC tools and POS systems
By integrating the SendGrid API with the APIs of EC tools and POS systems, you can automatically register contacts from order and member information. Once registration is completed swiftly through automation, you can smoothly send welcome messages to new members or special offers to first-time buyers via email. This will facilitate smooth communication with customers. Additionally, eliminating the need for registration tasks is expected to reduce the workload for EC site operators and store sales staff. They can focus on their primary duties, such as sales management and customer service.
Sync with Web Forms and Email Software
By utilizing the SendGrid API, it is possible to automatically register contacts based on responses from web forms or information from received emails. Since contact registration is completed immediately after form submission or email reception, it enables the smooth sending of welcome emails and follow-up emails. By starting to provide information at the moment leads show interest, you can quickly begin building relationships with potential customers. Additionally, as manual registration is not required, it is expected to reduce human errors such as transcription mistakes or registration omissions, preventing the loss of lead information.
If you prepare SendGrid templates in advance according to the content of web forms and anticipated emails, you can approach the needs of the recipient quickly and consistently.
Furthermore, by automating actions up to sending the initial follow-up email, you can also prevent the risks of missed or delayed responses.
Recommended for those who should use the SendGrid API
・Those conducting email marketing with SendGrid ・Those who want to centrally manage lead information ・Those who want to expedite follow-ups with leads and customers ・Those considering integration between existing systems and SendGrid
Summary
This time, we introduced what can be done using the SendGrid API, how to integrate with other app APIs, and examples of utilization. By using the SendGrid API, you can manage contacts, send emails, and obtain statistical information. In particular, by automating the addition of contacts, you can improve the efficiency of information management and follow-ups with leads and customers. Marketing, sales, and customer support personnel involved in email distribution should consider implementing it. Using Yoom makes integration settings easy. Register here to advance automation and work on improving email distribution operations.
The person who wrote this article
e.koyama
Until now, I have experienced office work at specialized trading companies and in the EC industry.
The work I was in charge of covered a wide range of tasks, such as sales office work, accounting, general affairs, human resources, and legal affairs.
We worked to improve the efficiency of individual tasks, but I think the work could proceed more conveniently by using various support tools and Yoom...
I would be happy if I could send out an introduction article on Yoom that makes use of my work experience and help everyone proceed smoothly with their work.
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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