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■Overview

This is a flow that adds the sender of received emails to the SendGrid contact list and sends Gmail.

■Recommended for

1. Marketing Team

 ・Teams that want to automatically add recipients of received emails to the SendGrid contact list and keep the target list for email campaigns always up-to-date

 ・Teams that want to automate the process from customer acquisition to email marketing consistently and improve efficiency

2. Sales Department

 ・Teams that want to start email communication with SendGrid every time they receive an email from a new customer and smoothly proceed with sales activities

 ・Teams that want to centrally manage lead information and automate follow-ups through email

3. Customer Support Team

 ・Teams that want to add new customer emails to SendGrid every time they receive them 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 work time by eliminating the need to manually add new customer emails to SendGrid each time they are received.

・After adding to SendGrid, emails are automatically sent via Gmail, preventing missed email replies.

・By quickly reflecting updates to lead information, you can swiftly identify areas for strategic improvement.

■Notes

・Please integrate both Gmail and SendGrid with Yoom.

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About the Apps You Use
Gmail
Gmail
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SendGrid
SendGrid
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About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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templates
SendGrid
Yoom allows you to utilize SendGrid's API without any coding. You can not only automate email sending from SendGrid but also retrieve the bounce list via the API.
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