An automated workflow using integromat
Connects Pipedrive + SendGrid
Add new people from Pipedrive to SendGrid
About this workflow template
This automation scenario allows you to connect Pipedrive and SendGrid
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Pipedrive and SendGrid can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Pipedrive
Watch Persons in Pipedrive
Triggers when a new person is added or updated.
Then these actions happen in SendGrid
Add or Update a Recipient (Legacy) in SendGrid
Adds a new recipient or updates an existing one based on the email address. Using Legacy Marketing Campaigns API.
Add Recipients to a List (Legacy) in SendGrid
Adds existing recipients to a list. Using Legacy Marketing Campaigns API.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new people from Pipedrive to SendGrid.
Part I
Configure Applications
First, we need to connect Pipedrive and SendGrid to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive credentials.
Connect SendGrid to Make.com.
Give Make.com access to your SendGrid account, using SendGrid credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Pipedrive
Choose the following trigger: Watch Persons (Triggers when a new person is added or updated.).
Then set up an Action for SendGrid
Choose this action: Add or Update a Recipient (Legacy) (Adds a new recipient or updates an existing one based on the email address. Using Legacy Marketing Campaigns API.).
Then set up another Action for SendGrid
Choose this action: Add Recipients to a List (Legacy) (Adds existing recipients to a list. Using Legacy Marketing Campaigns API.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipedrive and SendGrid.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new people from Pipedrive to SendGrid!
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Supported triggers and actions
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triggerbyzapierautomateiopabbly-connectpipedreamiftttalbatoNew person
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triggerbyzapierautomateiopabbly-connectpipedreamalbatoDeal matching filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
triggerbyzapieralbatoUpdated deal stage
Triggers when a deal's stage is updated.
triggerbyzapierautomateioNew lead
Triggers when a Lead is created.
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Triggers when an existing deal is updated.
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Send email
Send an email to one or more recipients.
actionbyzapierintegratelyAdd or update a recipient (legacy)
Adds a new recipient or updates an existing one based on the email address. Using Legacy Marketing Campaigns API.
actionbyintegromatAdd recipients to a list (legacy)
Adds existing recipients to a list. Using Legacy Marketing Campaigns API.
actionbyintegromatSend an email
Sends an email.
actionbyintegromatpabbly-connectAdd or update a contact (new)
Creates new contact or updates existing based on the email address. Using New Marketing Campaigns API.
actionbyintegromatCustom actions (beta)
Create a new action using AI.
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Apps you need
Pipedrive alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
