How to integrate STORES Reservation with SendGrid to add a new contact in SendGrid when a reservation is registered in STORES Reservation

STORES Reservation is a very convenient tool for managing reservations online. By integrating STORES Reservation with SendGrid, new contacts are automatically added to SendGrid's contact list every time a reservation is registered. This automation eliminates the hassle of manual data management and significantly improves operational efficiency. This article explains in detail the specific methods and benefits. Recommended for: - Those using STORES Reservation and SendGrid who find manual customer data management cumbersome. - Business owners considering integrating reservation management and email distribution to streamline business processes. - Those involved in event or course management who want to ensure important notifications reach participants. - Marketing personnel looking to enhance email marketing and automate customer information updates. - Service providers with frequent reservations who want to improve customer information management and timely email distribution. Benefits and Examples of Integration: 1. Efficient Customer Data Management By automatically adding new contacts to SendGrid's contact list simultaneously with reservation registration in STORES Reservation, customer data management becomes more efficient. Manual data entry is no longer necessary, preventing input errors. Additionally, as the customer list is updated in real-time, you can always manage the latest information, reducing cumbersome management tasks. This is particularly beneficial for industries with frequent reservations, as it significantly reduces human resources and helps create an environment where you can focus on core operations. 2. Immediate Response in Email Marketing With reservation information automatically added to SendGrid's contact list, email marketing to customers becomes smoother. For example, you can instantly send "confirmation emails" right after a reservation or "reminder emails" before an event, ensuring uninterrupted communication with customers. Since there is no need to manually update the contact list, reliable email distribution is achieved even during busy periods before events. This can lead to improved customer experience. 3. Enhanced Customer Experience and Satisfaction Automatic contact addition at the time of reservation ensures the delivery of important notifications and communications about events. By sending reservation confirmations, schedule changes, and event details without omission, customer anxiety is alleviated. Timely delivery of necessary information improves customer satisfaction and enhances service evaluation. As all processes are automated, it also reduces the burden on the business side. Now, let's explain how to use the no-code tool Yoom to "integrate STORES Reservation with SendGrid and add a new contact to SendGrid when a reservation is registered in STORES Reservation." [Yoom Overview] How to Add a New Contact to SendGrid When a Reservation is Registered in STORES Reservation: This can be achieved by receiving the registration of a record in the STORES Reservation database using the STORES Reservation API and notifying the specified channel in SendGrid with the registered record data using SendGrid's API. Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge by using the no-code tool Yoom. This time, we will create it in four main processes: - Registering My Apps in STORES Reservation and SendGrid - Copying the template - Setting the trigger in STORES Reservation as the starting point of the flow and configuring the subsequent SendGrid operations - Turning on the trigger and confirming the automation settings If you are not using Yoom, please register for free from [here]. If you are already using Yoom, please log in.

Step 1: Integrate STORES Reservation and SendGrid with My Apps

Let's register the STORES Reservation and SendGrid that we will use this time in My Apps.
First, open Yoom and click on My Apps on the left side of the screen.
Next, click on New Connection on the left side.

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A search window will appear, so enter STORES Reservation and click on the displayed suggestion.

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Enter the details as instructed and click Add.

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STORES Reservation will be displayed in My Apps.

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

A search window will appear, so enter SendGrid and click on the displayed suggestion.

Enter the details as instructed and click Add when finished.

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

Step 2: Copy the Template
To set up automation, click on Try it in the banner below.

Read the following screen display and click "OK".

Step 3: Setting the Trigger for STORES Reservation as the Starting Point of the Flow and the Subsequent SendGrid Operation

Operate Yoom's flow bot.
When a screen like the image below is displayed, click "When a reservation is registered" within the red frame.

A screen for setting the linked account and action will be displayed, so confirm that there is no mistake with the STORES reservation account to be linked this time and click "Next".

The screen for setting the API connection for the app trigger will be displayed.
You can select the "Trigger Start Time" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Set the desired time, click "Test", confirm the test success, and then click "Add".

Next, click "Add a new contact to the contact list".

The screen for "Select Linked Account and Action" will be displayed, so confirm that there is no mistake with the SendGrid account to be linked this time and click "Next".

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A screen like the following will be displayed.

Clicking on each item will display the "Output" screen, where you can enter the content to be registered with SendGrid from the linked STORES reservation.

After entering according to the content, execute "Test", and after the test is successful, click "Save".

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Step 4: Turn the Trigger ON‍

Finally, click "Turn Trigger ON" to complete the automation settings.
Check if the flow bot is activated correctly.

Here is the template used this time.

Examples of Other Automations Using STORES Reservation and SendGrid

① Notify LINE of Reservation Information Registered with STORES Reservation

This is a flow that notifies LINE of reservation information registered with STORES Reservation. It automatically retrieves reservation information registered in the STORES reservation system and notifies a specified LINE chat room. This allows you to easily check reservation information on LINE.

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② When a reservation is registered with STORES Reservation, add it to Google Sheets

This is the flow to add a reservation to Google Sheets when it is registered with STORES Reservation. This template allows you to automatically add information from STORES Reservation to Google Sheets. This eliminates the need for manual data entry, preventing human errors.

③ Send an email with SendGrid when the status is updated in Google Sheets

This flow sends an email with SendGrid when the status is updated in Google Sheets. By implementing this flow, you can automate email sending with SendGrid whenever the status of the information registered in Google Sheets is updated. This eliminates the need to manually enter the recipient and email content, reducing the risk of transcription errors and missed sends.

Summary

By integrating STORES Reservation with SendGrid, new contacts are automatically added to the SendGrid contact list each time a reservation is made. This reduces the manual effort of data management and enhances the customer experience, supporting business growth. It can be easily set up without any coding, making it accessible even to those without technical knowledge. Take this opportunity to advance your business automation.

Yoom also offers many other convenient templates that contribute to operational efficiency.
Feel free to register here and try utilizing Yoom.