5 ways to automate SendGrid with Zapier

Whatever kind of emails you send at scale—from transactional emails thanking customers for a purchase to marketing campaigns designed to welcome new users—you'll want to provide a seamless customer experience. 

To do this, you probably use a tool like SendGrid, a cloud-based email delivery service that lets you send transactional and marketing emails with a 99% deliverability rate. 

But to fully streamline this customer experience, you need to connect SendGrid with the rest of your tech stack. That way, whenever customers fill out a form through your website or a lead clicks on your ad, you can automatically add them to your SendGrid campaigns—without the manual admin. 

Here are some of the top ways you can use Zapier's automated workflows—called Zaps—to streamline your email marketing with SendGrid.

Table of contents

• Follow up on form submissions

• Connect SendGrid with a spreadsheet

• Send emails from webhooks

• Nurture leads who click on your ads

• Create personalized campaigns for paying customers

Follow up on form submissions

Has an existing customer filled out a form on your website, and you want to let them know you've received it? Or perhaps a prospect has requested one of your free offer downloads as a lead magnet, and you want to deliver it ASAP. 

But you won't want to do this manually, especially if you're receiving dozens (if not hundreds) of form submissions on a weekly basis. No matter how you capture your prospects (from Typeform to Webflow), you can use these Zaps to send them automatic emails with the right information:

Connect SendGrid with a spreadsheet

Spreadsheet tools like Airtable and Google Sheets are great places to log new customer events (like purchases or subscriptions). If you're using a spreadsheet to store this information, you'll want to send them the right email, whether it's promotional or transactional in nature. But manually copying and pasting that information into SendGrid doesn't scale.

Use Zapier to do the heavy lifting for you. When you include each customer's email address in these sheets, these Zaps will send them automatic emails through SendGrid every time a new row gets added: 

Send emails from webhooks

Now, let's say you collect leads from another tool or system that doesn't integrate with Zapier. Or perhaps the existing features (like an integration's triggers and actions) can't accomplish what you need them to do. 

There's a solution for that: Webhooks. 

Webhooks let apps send automated messages or information to other apps whenever there's new information available (like you receiving a new lead through a custom tool) without the need for an integration.  

This Zap is the perfect go-between in those scenarios, so you don't have to worry about any leads slipping through the cracks.  

Nurture leads who click on your ads

Pay-per-click ads are a great way to generate quality leads. When someone clicks on your ad and leaves their information, you'll want your sales team to reach out right away while they're still engaged. 

But adding them into your SendGrid pipeline from Google Ads or Facebook shouldn't happen manually; leads can easily fall through the cracks that way. Instead, you can use these Zaps to automatically fire off follow-ups or drip campaigns the moment someone shows interest in your product: 

Create personalized campaigns for paying customers

If a customer signed up to your newsletter or paid for a product, you may want to send them an email to thank them or tailor a campaign to them directly. 

Say, for example, that a customer paid for a product that cost over $100. You can use Zapier to extract that information from an email—then send a campaign only to customers who made orders over $100.

With these Zaps, you can send personalized campaigns in SendGrid to newsletter subscribers (if you use Mailchimp), customers in ClickFunnels, or anyone else who got in touch. 

Take your transactional and marketing emails to the next level

By connecting SendGrid to the rest of your tech stack, you can extract the key data you need to build highly responsive campaigns for your customers or fire a follow up to a lead while they're still warm. You'll build a complete and comprehensive email presence that practically runs itself.

And that's just the start of what you can do with SendGrid and Zapier. With Zapier's thousands of supported integrations, you can automate almost any task at work. Start building a Zap now, and see what you can create!