HOW TO

Integrate

Sendgrid

And

Salesforce

Create powerful integration and Automation Workflows today

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Workflows that you can create with Pandaflow

Customer Segment Sync

Automatically update Salesforce contact segments based on Sendgrid email list interactions

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Sales Follow-up Automation

Create Salesforce tasks for sales reps when specific email interactions occur in Sendgrid

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Marketing Qualified Lead Workflow

Transfer engagement-based leads from Sendgrid to Salesforce with automatic lead scoring

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Subscriber Event Tracking

Capture Sendgrid email interaction events and update corresponding Salesforce lead status

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Email Campaign Sync

Log Sendgrid email campaign performance metrics directly into Salesforce contact records

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New Lead to Salesforce Contact

Automatically create Salesforce contact when a new email lead is received in Sendgrid

Get more done in less time.

Create Accont

Create Campaign

Create Campaign Member

Create Contact

Create Custom Ojects

Create Lead

Create Opportunity

Create Opportunity Line Items

Create Price Book Entry

Create Product

Delete Custom Objects

Delete Price Book Entry

Delete Product

Find Product

Find Account

Find Campaign

Find Campaign Member

Find Contact

Find Custom Objects

Find Lead

Find Opportunity

Find Opportunity Line Item

Find Price Book Entry

Get Account by ID

Get Campaign Member by ID

Get Campaign by ID

Get Contact by ID

Get Custom Objects by ID

Get Lead by ID

Get Opportunity by ID

Get Opportunity Line Items by ID

Get Price Book Entry by ID

Get Product by ID

Send email

Update Account

Update Campaign

Update Campaign Member

Update Contact

Update Custom Objects

Update Lead

Update Opportunity

Update Opportunity List Items

Update Price Book Entry

Update Product

Find out more

HOW CAN WE HELP?

Frequently Asked Questions

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Connect all your business apps

Connect all your business apps you use with our built-in connectors and create workflows using our easy to use drag and drop editor. Add multiple conditions, logic and get your done faster in less time.

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Automate Workflows

Use our easy to use drag and drop tools to create workflows. You can create any workflows using our tools to automate your repetitive tasks and save hours.

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Get in touch with us.

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If you have a unique use case and need to automate your workflows please let us know and one us will be happy to create the workflow for you.

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