Add a contact to SendGrid when a specific new record is created in Airtable

■Overview

Do you manually register the customer list managed in Airtable in SendGrid for email campaigns? This task is not only time-consuming but can also lead to copy-and-paste errors and missed registrations.

With this workflow, you can automate the integration between Airtable and SendGrid. Whenever a new record is added to Airtable, the contact information is automatically added to SendGrid. This streamlines customer list management and enables you to launch marketing initiatives faster.

■Recommended for

• Anyone using Airtable and SendGrid who manually syncs customer lists between them
• Anyone looking to eliminate human errors such as missed list additions and incorrect email addresses
• Marketing professionals who want to shorten the time from registering customer information to sending emails

■Benefits of using this template

• When a record is added to Airtable, a contact is automatically registered in SendGrid, reducing the time and effort required for data migration.
• By eliminating manual data entry, you can prevent human errors such as incorrect email addresses and missed registrations while improving data accuracy.

■Workflow steps

1. First, connect Airtable and SendGrid with Yoom.
2. Next, select Airtable as the trigger and set the action to “When a record is added.”
3. Then, configure branching in the operation settings so that the workflow proceeds only when specific conditions are met.
4. Finally, configure SendGrid’s “Add a new contact to the contact list” action and register the information retrieved from Airtable.

* “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger is activated.

■Customization options

• In the Airtable trigger settings, configure the base ID, table ID, and field name used to detect when a record was created.
• With branching, you can freely customize the conditions—for example, processing only records with a specific status or tag based on the information retrieved from Airtable.
• For the SendGrid action that adds contacts, you can choose which SendGrid fields should receive values such as names and email addresses retrieved from Airtable.

■Important notes

• Connect both Airtable and SendGrid to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and higher. On the Free plan, operations configured in workflows that use branching will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.