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Set up your first integration
Quickly connect Salesforce to SendGrid with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with SendGrid - no code necessary. See how you can get setup in minutes.
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.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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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.
Business Owner
Update Salesforce records via SendGrid events.
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.
EngineeringSend welcome emails for new Salesforce leads.
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.
Marketing & Marketing OpsLearn how to automate Salesforce on the Zapier blog
Learn how to automate SendGrid on the Zapier blog
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.
