Integrate Salesforce with SendGrid
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
Sendgrid is a cloud-based email service that allows companies around the world to reliably deliver emails without having to build their own in-house email infrastructure. With Sendgrid, you can build and nurture your customer relationships by sending the right email, to the right people, at the right time.
Popular Use Cases
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Bring all your SendGrid data to Amazon Redshift
Load your SendGrid data to Google BigQuery
ETL all your SendGrid data to Snowflake
Move your SendGrid data to MySQL
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Salesforce's End Points
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.
SendGrid's End Points
Create, manage, send, and schedule campaigns through Sendgrid. Then, monitor campaign performance and use that data to make any necessary pivots in your marketing strategies.
Specify an email address and receive daily, weekly, or monthly notifications regarding your email usage or stats. Use this information to get big-picture insights about email performance and success rates.
Easily unsubscribe email addresses, ensuring that none of your communication goes to the wrong audience.
Retrieve all of your email statistics within a specific date range. Use this data to monitor campaign performance, email frequency, and other relevant insights.
Tag emails by type or topic, and use this segmentation to send more targeted, precise communication to each of your audiences.
Manage your contacts, segmenting them, creating lists of recipients, adding recipients to specific campaigns, and more. This kind of flexible, targeted communication will not only improve open rates, but also increase customer satisfaction and overall ROI.