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Salesforce + SendGrid

Send emails via SendGrid for new records in Salesforce

Ease your workload by automating your communication process. This seamless workflow springs into action when a new record is added in Salesforce, promptly sending an email through SendGrid. It helps businesses like yours streamline the process of updating customers or team members, so you can focus more on your core operations. Expedite your processes and enhance productivity with this effective automation!

Ease your workload by automating your communication process. This seamless workflow springs into action when a new record is added in Salesforce, promptly sending an email through SendGrid. It helps businesses like yours streamline the process of updating customers or team members, so you can focus more on your core operations. Expedite your processes and enhance productivity with this effective automation!

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    SendGridSendGrid
    Send Email

    Send an email to one or more recipients.

    ActionWrite
Start free with email
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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sendgrid logo
sendgrid logo

About SendGrid

SendGrid's cloud-based email infrastructure relieves businesses of the cost and complexity of maintaining custom email systems

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