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By using the SendGrid API, you can automate tasks such as contact management, email sending, and obtaining statistics, making it very convenient!
Regarding contact management, you can automatically register information from other apps into SendGrid. For example, leads registered in CRM, SFA, or databases, as well as information about customers from e-commerce sites, can be automatically added to SendGrid's contact list. Additionally, you can automatically register information from web forms or received emails into the contact list, which should help streamline contact management!
Moreover, you can automate sending emails to contacts registered in the contact list and collecting statistics such as open rates and click rates for sent emails using the SendGrid API. Try automating tasks according to your business needs!
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, please log in.
1. Select "My Apps" from the left menu, then 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!
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".
By integrating the CRM or SFA API with the SendGrid API, you can automatically 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 should be able to keep the target list for email campaigns always up to date. Automating the process from lead acquisition to starting email marketing can save the trouble of transcription and verification work, potentially improving work efficiency.
Additionally, if you use SendGrid for sending sales or support emails to customers, automatically registering customer information registered in CRM or SFA to the recipient list allows for centralized data management. This should reduce situations where specific customers do not receive information due to registration omissions.
Use the integration below to establish a system where you can register information in the list as soon as it is acquired, allowing you to appropriately and quickly distribute emails about new project launches or regular information distribution to leads and customers.
■Overview
This is a flow that adds a lead created in Salesforce to the SendGrid contact list.
■Recommended for
1. Marketing Team
・Teams that want to automatically add new lead information collected in Salesforce to the SendGrid contact list and keep the target list for email campaigns always up-to-date.
・Teams that want to consistently automate the process from customer acquisition to email marketing to increase efficiency.
2. Sales Department
・Teams that want to start email communication in SendGrid every time a new lead is registered in Salesforce to smoothly proceed with sales activities.
・Teams that want to centrally manage lead information and automate follow-ups via email.
3. Customer Support Team
・Teams that want to add new leads registered in Salesforce to SendGrid and keep the support email sending list always up-to-date.
・Teams that want to consistently manage support information and conduct efficient email support.
■Benefits of Using This Template
・You can significantly reduce working time by eliminating the need to manually add new leads created in Salesforce to SendGrid.
・By quickly reflecting updates to lead information, you can swiftly identify areas for strategic improvement.
■Notes
・Please integrate both Salesforce and SendGrid with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow that adds a contact to the SendGrid contact list when a contact is created in HubSpot.
■Recommended for
1. Marketing Team
・Teams that want to automatically add new contact information collected in HubSpot to the SendGrid contact list to keep the target list for email campaigns always up-to-date
・Teams that want to consistently automate the process from customer acquisition to email marketing to increase efficiency
2. Sales Department
・Teams that want to start email communication in SendGrid every time a new contact is registered in HubSpot to smoothly proceed with sales activities
・Teams that want to centrally manage customer information and automate follow-ups through emails
3. Customer Support Team
・Teams that want to add new customers registered in HubSpot to SendGrid to keep the support email sending list always up-to-date
・Teams that want to consistently manage support information and conduct efficient email support
■Benefits of Using This Template
・Enhanced analysis based on updated data makes it easier to measure the effectiveness of marketing and sales strategies.
・Since HubSpot contact data and SendGrid contact lists are always synchronized, information consistency is maintained.
■Notes
・Please integrate Yoom with both HubSpot and SendGrid.
By utilizing the SendGrid API, you can automatically add contacts to SendGrid based on the information in your database. If you manage lead or customer information in your database, the following template is recommended!
When managing the same information across multiple tools, mistakenly registering an email address can not only prevent the intended recipient from receiving information but also risk informing unintended parties with extra information. For example, campaign announcements might not reach the intended recipients, resulting in lost sales, or they might be sent to unintended parties, reducing profit margins. By automating the process and eliminating manual entry, you can reduce the risk of registration errors, omissions, and duplicate registrations, thereby aiming to improve data accuracy.
■Overview
This is a flow where a lead is added to the SendGrid contact list when it is created in the Notion database.
■Recommended for
1. Marketing Team
・Teams that want to automatically add new lead information collected in Notion to the SendGrid contact list and keep the target list for email campaigns always up-to-date.
・Teams that want to automate the entire process from customer acquisition to email marketing to increase efficiency.
2. Sales Department
・Teams that want to start email communication in SendGrid every time a new lead is registered in Notion to facilitate smooth sales activities.
・Teams that want to centrally manage lead information and automate follow-ups through email.
3. Customer Support Team
・Teams that want to add new leads registered in Notion to SendGrid to keep the support email sending list always up-to-date.
・Teams that want to consistently manage support information and perform efficient email support.
■Benefits of Using This Template
・Enhanced analysis based on updated data makes it easier to measure the effectiveness of marketing and sales strategies.
・Automation of lead information and list addition eliminates errors and omissions.
■Notes
・Please integrate Notion and SendGrid with Yoom respectively.
■Overview
This is a flow that adds a row to a Google Spreadsheet and then adds it to a SendGrid contact list.
■Recommended for
1. Those who want to improve work efficiency using Google Spreadsheets
・Those who manage lead information using Google Spreadsheets
2. Those who want to streamline email distribution using SendGrid
・Those who find it cumbersome to add information to the contact list each time
・Email marketers who want to easily manage new contact lists
■Benefits of using this template
The benefits of using this flow include the following:
Firstly, by integrating with Google Spreadsheets, information is automatically added to the SendGrid contact list, reducing workload and improving work efficiency.
By automating part of the manual work, you will be able to focus on other important tasks.
Additionally, this automated flow improves the accuracy of email marketing.
It becomes easier to maintain the contact list in an up-to-date state, enabling effective campaigns targeted at your audience, which also contributes to improved conversion rates.
■Notes
・Please integrate both Google Spreadsheets and SendGrid with Yoom.
By integrating the SendGrid API with the APIs of EC tools and POS systems, you can automatically register the information of customers and members as contacts. Once registration is completed quickly through automation, you can smoothly send welcome messages to new members or special offers to first-time buyers via email. This can facilitate smooth communication with customers. Additionally, eliminating the need for registration tasks may reduce the workload for EC site operators and store sales staff. This could create an environment where staff can focus on their primary tasks, such as sales management and customer service.
■Overview
This is a flow to register member information in SendGrid when an order is placed on BASE.
■Recommended for
1. Those who use BASE for business
・Those who utilize it for smooth e-commerce site operations
・Those who use information linked to orders for business purposes
2. Those who conduct email distribution using SendGrid
・Those who use it as a marketing tool
・Those who send DMs to product purchasers
■Benefits of using this template
BASE is a platform that can be utilized for smooth e-commerce site operations, from opening an e-commerce site to managing information related to sales.
By simultaneously utilizing SendGrid, you can efficiently send newsletters and campaign information.
However, manually registering BASE order information in SendGrid each time can increase the likelihood of human errors.
By utilizing this flow, you can automatically register BASE order information in SendGrid.
By eliminating manual input, you can avoid human errors that occurred during manual work and maintain high information accuracy.
Using accurate information leads to reliable marketing activities and can improve productivity.
■Notes
・Please integrate both BASE and SendGrid with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow to add purchasers to the SendGrid contact list when an order is placed on Shopify.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who run an e-commerce site on Shopify and conduct email marketing with SendGrid
・Those who want to improve work efficiency by automating the process of adding contacts to SendGrid, eliminating the need for manual entry
2. Those who want to conduct effective email marketing to purchasers
・Those who want to enhance customer engagement and increase repeat purchase rates
■Benefits of using this template
By implementing the flow [Add purchasers to the SendGrid contact list when an order is placed on Shopify], you can eliminate the manual task of registering customer information to SendGrid when an order is placed on Shopify. Customer information is automatically added to the SendGrid contact list, allowing you to quickly utilize it for email marketing strategies.
This enables you to efficiently conduct marketing activities and swiftly implement strategies that lead to increased sales.
■Notes
・Please integrate Yoom with both Shopify and SendGrid.
・Shopify is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation and data connection of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
By using the SendGrid API, you can automatically create contacts based on responses from web forms or information from received emails. Once a form is submitted or an email is received, the contact registration is completed automatically, allowing for smooth sending of welcome emails and follow-up emails. For example, if you can start providing information when a lead shows interest, you can quickly begin building relationships with potential customers. Additionally, if manual registration is no longer necessary, it can 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 expected emails, you should be able to respond quickly and consistently to the needs of the recipient. Furthermore, by automating actions up to sending the initial follow-up email, it can be convenient to prevent missed or delayed responses.
This time, we introduced what can be done using the SendGrid API, how to integrate it with other app APIs, and examples of its use. By using the SendGrid API, you can automate contact management, email sending, and obtaining statistical information. In particular, automating the addition of contacts should streamline information management and customer follow-up. If you are in charge of marketing, sales, or customer support that involves email distribution, please give it a try! With Yoom, integration settings can be easily done.
