An automated workflow using zapier
Connects Salesforce + SendGrid
Send new Salesforce outbound messages as SendGrid emails
About this workflow template
This automation scenario allows you to connect Salesforce and SendGrid
It can be build using Zapier, a no-code workflow automation tool. Zapier 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
Salesforce and SendGrid can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Salesforce
New Outbound Message in Salesforce
Triggers when a new outbound message is received in Salesforce.
Then this action happens in SendGrid
Send Email in SendGrid
Send an email to one or more recipients.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send new Salesforce outbound messages as SendGrid emails.
Part I
Configure Applications
First, we need to connect Salesforce and SendGrid to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Connect SendGrid to Zapier.
Give Zapier 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 Zapier.
Set up a Trigger action for Salesforce
Choose the following trigger: New Outbound Message (Triggers when a new outbound message is received in Salesforce.).
Then set up an Action for SendGrid
Choose this action: Send Email (Send an email to one or more recipients.).
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 Salesforce 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 Send new Salesforce outbound messages as SendGrid emails!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated field on record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
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.
actionbyzapier
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
