■Overview
This is a flow that adds a lead created in Salesforce to the SendGrid contact list.
■Recommended for
1. Marketing Team
・Teams that want to automatically add new lead information collected in Salesforce to the SendGrid contact list and keep the target list for email campaigns always up-to-date.
・Teams that want to consistently automate the process from customer acquisition to email marketing to increase efficiency.
2. Sales Department
・Teams that want to start email communication in SendGrid every time a new lead is registered in Salesforce to smoothly proceed with sales activities.
・Teams that want to centrally manage lead information and automate follow-ups via email.
3. Customer Support Team
・Teams that want to add new leads registered in Salesforce to SendGrid and keep the support email sending list always up-to-date.
・Teams that want to consistently manage support information and conduct efficient email support.
■Benefits of Using This Template
・You can significantly reduce working time by eliminating the need to manually add new leads created in Salesforce to SendGrid.
・By quickly reflecting updates to lead information, you can swiftly identify areas for strategic improvement.
■Notes
・Please integrate both Salesforce and SendGrid with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
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