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How Zapier works

Zapier makes it easy to integrate Pipedrive with SendGrid - no code necessary. See how you can get setup in minutes.

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Pipedrive
Pipedrive logo
Pipedrive
1. Choose trigger event
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SendGrid
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SendGrid
2. Choose action
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1. Select the event
Setup
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Pipedrive
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.

Add your action

An action happens after the trigger—such as "Send Email" in SendGrid.

You’re connected!

Zapier seamlessly connects Pipedrive 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.

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It

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Customers have created over 25 million Zaps on the platform

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Practical ways you can use Pipedrive and SendGrid

Send a welcome email for new Pipedrive leads

When a new lead is created in Pipedrive, Zapier automatically sends a welcome email through SendGrid. This helps business owners engage prospects instantly, improving lead nurturing and increasing the likelihood of conversion.

Business Owner
Try it
Notify team about updated Pipedrive deals

When an existing deal in Pipedrive is updated, Zapier triggers a SendGrid email notification to your IT team. This ensures everyone is aware of deal changes in real-time, improving team communication and operational efficiency.

IT
Create or update contacts for new Pipedrive deals

When a new deal is created in Pipedrive, Zapier automatically creates or updates the contact in SendGrid. This automation ensures that your email lists are always current, enabling seamless and targeted marketing outreach.

Marketing & Marketing Ops

Learn how to automate Pipedrive on the Zapier blog

Learn how to automate SendGrid on the Zapier blog

Make work flow with AI

Level up your Pipedrive to SendGrid integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Pipedrive + SendGrid integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and SendGrid

How can I set up an automated email in SendGrid when a Pipedrive deal is won?

To set up an automated email in SendGrid when a Pipedrive deal is won, create a trigger for 'Deal Matching Filter' or 'Deal Updated' with the specific filter for deals marked as won within our platform. Then, choose SendGrid as the action app to automatically send emails with customized templates.

Is it possible to add new Pipedrive contacts to a SendGrid mailing list automatically?

Yes, you can automate the process. Use 'New Person' as the trigger event in Pipedrive and select 'Add Recipient List' action in SendGrid. Our integration will ensure that new contacts are added to your desired mailing lists without manual input.

What triggers can I use in Pipedrive for my SendGrid email campaigns?

You can use various triggers such as 'New Deal', 'Deal Matching Filter', 'New Activity', or 'Updated Activity'. These triggers help you initiate specific actions like sending targeted emails via SendGrid based on changes or updates within your Pipedrive account.

Can I send a follow-up email through SendGrid after a meeting is scheduled in Pipedrive?

Certainly! You can use the 'Activity Created' trigger from Pipedrive when a meeting is scheduled and configure it to send follow-up emails via SendGrid. This helps maintain timely communication with your clients.

How do I personalize emails sent through SendGrid based on Pipedrive data?

To personalize emails, map fields from Pipedrive such as names, company names, or deal stages onto your email templates. Through our integration setup, you can dynamically insert these fields when setting up your SendGrid action.

Can I track if recipients opened my emails sent via this integration?

Yes, when using our platform with SendGrid, you can configure it to receive tracking data. Select options like Open Tracking while setting up your email actions within the integration settings to monitor recipient activities effectively.

Do I need any technical skills to integrate Pipedrive with SendGrid through your platform?

No technical skills are required. Our user-friendly interface guides you step-by-step through setting up triggers and actions between Pipedrive and SendGrid without coding. You simply map fields and define conditions per your needs.

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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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About SendGrid
SendGrid's cloud-based email infrastructure relieves businesses of the cost and complexity of maintaining custom email systems
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