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SendGrid + Workbooks CRM Integrations

How to connect SendGrid + Workbooks CRM

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Supported triggers and actions

What does this mean?
  • SendGrid triggers, actions, and search
    Send Email
    Send an email to one or more recipients.
    Action
    Write
  • Workbooks CRM triggers, actions, and search
    New Case
    Triggers when a new case is created.
    Trigger
    Instant
  • Workbooks CRM triggers, actions, and search
    New Organisation
    Triggers when a new organisation is created.
    Trigger
    Instant
  • Workbooks CRM triggers, actions, and search
    New Person
    Triggers when a new person is created.
    Trigger
    Instant
  • Workbooks CRM triggers, actions, and search
    New Sales Lead
    Triggers when a new sales lead is created.
    Trigger
    Instant
  • Workbooks CRM triggers, actions, and search
    Posted Credit Note
    Triggers when a credit note is posted.
    Trigger
    Instant
  • Workbooks CRM triggers, actions, and search
    Posted Invoice
    Triggers when an invoice is complete and its status posted.
    Trigger
    Instant
  • Workbooks CRM triggers, actions, and search
    Create Marketing Campaign Member
    Adds a new member to a Marketing Campaign.
    Action
    Write
  • Workbooks CRM

    Adds a new status to a Marketing Campaign.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new case.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new Marketing Campaign.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new organisation.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new person.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new sales lead.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new task.

    Scheduled

    Action

  • Workbooks CRM

    Update an existing member of a Marketing Campaign.

    Scheduled

    Action

  • Workbooks CRM

    Find a marketing campaign.

    Scheduled

    Action

  • Workbooks CRM

    Find a marketing campaign member.

    Scheduled

    Action

  • Workbooks CRM

    Find a marketing campaign status.

    Scheduled

    Action

  • Workbooks CRM

    Find an organisation.

    Scheduled

    Action

  • Workbooks CRM

    Find a person.

    Scheduled

    Action

  • Workbooks CRM

    Find a sales lead.

    Scheduled

    Action

  • Workbooks CRM

    Finds or creates a specific find marketing campaign.

    Scheduled

    Action

  • Workbooks CRM

    Finds or creates a specific find marketing campaign member.

    Scheduled

    Action

  • Workbooks CRM

    Finds or creates a specific find marketing campaign status.

    Scheduled

    Action

  • Workbooks CRM

    Finds or creates a specific find organisation.

    Scheduled

    Action

  • Workbooks CRM

    Finds or creates a specific find person.

    Scheduled

    Action

  • Workbooks CRM

    Finds or creates a specific find sales lead.

    Scheduled

    Action

How SendGrid + Workbooks CRM Integrations Work

  1. Step 1: Authenticate SendGrid and Workbooks CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About SendGrid

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

Related categories

  • Transactional Email

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About Workbooks CRM

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

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