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Zapier makes it easy to integrate Salesforce with SendGrid - no code necessary. See how you can get setup in minutes.
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Salesforce
Salesforce
1. Choose trigger event
SendGrid
SendGrid
2. Choose action
1. Select the event
Setup
Test
Salesforce
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Send Email" in SendGrid.
You’re connected!
Zapier seamlessly connects Salesforce and SendGrid, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Case Attachment
Triggers when a new Attachment is added to a case.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
From Email
Required
From Name
Reply-To Email
Reply-To Name
To
Required
CC
BCC
Subject
Template
Categories
Send At
Track Clicks
Track Opens
Attachment URLs
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find List by Name
This action searches for a specific list in SendGrid using the list name as an input and outputs the information of the list that matches the input name.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create or Update Contact
This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Salesforce and SendGrid with AI agents and code
Beyond Zap workflows. Call Salesforce and SendGrid actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Salesforce and SendGrid actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Send Email
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Practical ways you can use Salesforce and SendGrid
Notify team about closed deals.
When an opportunity is closed in Salesforce, Zapier triggers a notification via SendGrid to inform your team. This ensures everyone is updated on wins, promoting transparency and collaboration.
When an email is sent using SendGrid, Zapier updates the corresponding Salesforce record. This keeps sales and support teams aligned with communication history, improving cross-departmental collaboration.
When a new lead is created in Salesforce, Zapier triggers SendGrid to send a welcome email. This integration immediately engages new leads, creating a positive first impression and improving lead nurturing efficiency.
Learn how to automate Salesforce on the Zapier blog
Learn how to automate SendGrid on the Zapier blog
Make work flow with AI
Level up your Salesforce to SendGrid integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Salesforce + SendGrid integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and SendGrid
How can I integrate Salesforce with SendGrid using Zapier?
You can integrate Salesforce with SendGrid through our platform by creating a Zap that connects the two applications. Start by setting up a trigger in Salesforce—such as New Contact, then add an action in SendGrid like Send Email to automate your workflow seamlessly.
What triggers and actions are available for Salesforce and SendGrid integration?
For Salesforce, you can use triggers like New Contact, Updated Lead, or Deleted Account. On the SendGrid side, typical actions include sending emails or adding recipients to a campaign. This allows you to customize interactions based on specific sales events.
Do I need any coding skills to set up the Salesforce and SendGrid integration?
No coding is required. Our user-friendly interface guides you through setting up triggers in Salesforce and corresponding actions in SendGrid, ensuring that anyone can automate their email processes without technical knowledge.
Can I send personalized emails from SendGrid based on data from Salesforce?
Yes, you can send personalized emails through SendGrid by using data fields from Salesforce as variables in your email templates. Simply map the data fields during the setup of an action step in your Zap to achieve personalization.
Is it possible to update my Salesforce contacts when recipients open emails in SendGrid?
While we currently don't support reverse triggers directly from email opens back into Salesforce, you can manually import engagement data or use third-party tools that provide deeper analytics connectivity with both platforms.
How do I ensure my integration between Salesforce and SendGrid stays active?
Make sure your Zaps are turned on after setup. Check your task history regularly for any error messages related to connectivity issues between Salesforce triggers and SendGrid actions—our dashboard provides details on any operational hiccups.
Can I manage unsubscribes within this integration setup between Salesforce and SendGrid?
While direct management of unsubscribes isn't handled through our platform, you can track unsubscribes in conjunction with customer data from your campaigns via action mappings, ensuring compliance with relevant regulations while observing recipient preferences.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
