Add a new contact to the SendGrid contact list when a chat is initiated in Chat Plus.

■Overview

This is a flow to add a new contact to the SendGrid contact list when a chat is initiated in Chat Plus.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.

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‍■Recommended for

1. Those who use Chat Plus for business

・Those who want to enhance customer engagement

・Sales representatives who want to immediately reflect lead information in other tools and utilize it for subsequent actions

・Customer relations personnel who want to automate continuous follow-up triggered by the start of a chat

2. Those who use SendGrid for business

・Those seeking to streamline contact management

・Marketing personnel who want to efficiently expand customer lists by utilizing chat support information

・Customer support personnel who want to reduce manual registration of customer data

・E-commerce site operators who want to streamline email marketing with SendGrid

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■Benefits of using this template

With this flow, you can automatically register leads and customers who use Chat Plus chats as contacts in the SendGrid contact list.

It eliminates the need for manual data entry, reducing work hours and allowing for real-time information reflection.

It minimizes the risk of human errors such as transcription mistakes or registration omissions, leading to swift and highly accurate follow-ups.

The registered contact information can be utilized for sending and distributing emails in various departments such as customer support, sales, marketing, and e-commerce site operations.