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Zoho CRM SendGrid
Send a welcome email with SendGrid when a contact is created in Zoho CRM
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Zoho CRM SendGrid

Send a welcome email with SendGrid when a contact is created in Zoho CRM

Launch this workflow to connect Zoho CRM & SendGrid !
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■Overview
Are you spending too much time manually sending welcome emails every time you add a new contact to Zoho CRM? Although this task is routine, missed or delayed follow-ups can impact the customer experience. This workflow streamlines the integration between Zoho CRM and SendGrid, automatically sending a welcome email whenever a contact is created and helping reduce these challenges.
■Who should use this template
  • Anyone who manually sends emails through SendGrid after adding contacts to Zoho CRM
  • Marketing professionals looking to speed up initial customer outreach and improve engagement
  • Anyone looking to automate routine tasks by integrating SendGrid with Zoho CRM
■Benefits of using this template
  • Emails are sent automatically when a contact is added to Zoho CRM, reducing the time previously spent on manual follow-ups.
  • Reducing manual email creation and sending helps prevent human errors such as incorrect recipients and missed sends.
■Workflow steps
  1. First, connect Zoho CRM and SendGrid to Yoom.
  2. Next, select Zoho CRM as the trigger and set the action to “When a contact is created (Webhook).”
  3. Then, set the Zoho CRM “Get contact information” action to retrieve the newly created contact’s details.
  4. Finally, set the SendGrid “Send an email” action as the operation to send an email based on the contact information retrieved from Zoho CRM.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
  • In the SendGrid “Send an email” operation, you can customize the recipient’s email address, subject, and message body. You can also personalize your emails by inserting information retrieved from Zoho CRM, such as the contact’s name.
■Notes
  • Connect both Zoho CRM and SendGrid to Yoom.
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About the Apps
Zoho CRM
At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.
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About the apps you use
Zoho CRM
At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.
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No-Code API Actions
Executable API actions
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Zoho CRM
SendGrid
Flowbot triggers
    When a New Lead Is Created
    When a New Account Is Created
    When an Account Is Created or Updated
    When a Lead Is Created or Updated
    When a Lead Is Created (Webhook)
    When Lead Is Updated (Webhook)
    When Account Is Created (Webhook)
    When Account Is Updated (Webhook)
    When Contact Is Created (Webhook)
    When Contact Is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a Specific Lead Field Is Updated (Webhook)
    When a Specific Account Field Is Updated (Webhook)
    When a Specific Contact Field Is Updated (Webhook)
    When a Specific Task Field Is Updated (Webhook)
    When an Event Is Created (Webhook)
    When an Event Is Updated (Webhook)
    When a Specific Field of an Event Is Updated (Webhook)
    When a Call Is Created (Webhook)
    When a Call Is Updated (Webhook)
    When a Contact Is Created (Polling Trigger)
    When a Contact Is Updated (Polling Trigger)
Flowbot operations
    Get a List of Lead IDs
    Get Lead Information
    Create Lead
    Update Lead Information
    Search Leads
    Get a List of Account IDs
    Get Account Information
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Retrieve Deal ID List
    Retrieve Deal Information
    Create Deal
    Update Deal Information
    Search Deal Information
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Information
    Download Lead Attachments
    Get Account Attachment Information
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Retrieve Contact Information
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Details
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Retrieve Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Custom Tab Records
    Update Record in Custom Module
    Delete Custom Module Record
    Get Specific Custom Module Record
    Associate Lead with Campaign
    Search Calls
    Retrieve Call Information
    Search Webhooks
    Get List of Contact IDs
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get Records via COQL Query
    Send Email
    Retrieve Bounce List
    Create Contact List
    Add New Contact to Contact List
    Delete Contacts
    Send Email (File Attachment)
    Search Contacts
    Send Email (Multiple Attachments)
Flowbot triggers
    When a New Lead Is Created
    When a New Account Is Created
    When an Account Is Created or Updated
    When a Lead Is Created or Updated
    When a Lead Is Created (Webhook)
    When Lead Is Updated (Webhook)
    When Account Is Created (Webhook)
    When Account Is Updated (Webhook)
    When Contact Is Created (Webhook)
    When Contact Is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a Specific Lead Field Is Updated (Webhook)
    When a Specific Account Field Is Updated (Webhook)
    When a Specific Contact Field Is Updated (Webhook)
    When a Specific Task Field Is Updated (Webhook)
    When an Event Is Created (Webhook)
    When an Event Is Updated (Webhook)
    When a Specific Field of an Event Is Updated (Webhook)
    When a Call Is Created (Webhook)
    When a Call Is Updated (Webhook)
    When a Contact Is Created (Polling Trigger)
    When a Contact Is Updated (Polling Trigger)
Flowbot operations
    Get a List of Lead IDs
    Get Lead Information
    Create Lead
    Update Lead Information
    Search Leads
    Get a List of Account IDs
    Get Account Information
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Retrieve Deal ID List
    Retrieve Deal Information
    Create Deal
    Update Deal Information
    Search Deal Information
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Information
    Download Lead Attachments
    Get Account Attachment Information
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Retrieve Contact Information
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Details
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Retrieve Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Custom Tab Records
    Update Record in Custom Module
    Delete Custom Module Record
    Get Specific Custom Module Record
    Associate Lead with Campaign
    Search Calls
    Retrieve Call Information
    Search Webhooks
    Get List of Contact IDs
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get Records via COQL Query
Flowbot triggers
    There is no action.
Flowbot operations
    Send Email
    Retrieve Bounce List
    Create Contact List
    Add New Contact to Contact List
    Delete Contacts
    Send Email (File Attachment)
    Search Contacts
    Send Email (Multiple Attachments)
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