When a lead is registered in Airtable, add it as a contact in SendGrid.

■Overview

This is a flow to add leads registered in Airtable as contacts in SendGrid.

With Yoom, you can connect apps without programming, making it easy to implement this flow.

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‍■Recommended for

1. Those who use Airtable for business

・Those who manage lead information in Airtable

・Those who want to sync registered lead information with other apps to aid marketing and sales activities

2. Those who conduct email distribution with SendGrid

・Marketing personnel who distribute campaign announcement emails using SendGrid

・Sales personnel who use SendGrid to approach leads

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■Benefits of using this template

By implementing this flow, you can automatically add leads registered in Airtable to a specific contact list in SendGrid. Since data is automatically reflected, you can reduce the time spent on transcription work and prevent input errors. This streamlines marketing and sales activities that involve email distribution to leads.

If you divide the Airtable tables where lead information is registered, you can automatically add them to different contact lists in SendGrid according to the lead source or distribution purpose.

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■Notes

・Please connect Airtable and SendGrid with Yoom.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.