Salesforce + Sendgrid Integration

Use Autopilot to automate and integrate Salesforce and Sendgrid.

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Marketing Automation ideas to integrate Salesforce and Sendgrid

Typeform Submitted to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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Delighted NPS Response to Assign Salesforce Lead to Group

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LiveChat Tag to Assign Salesforce Lead

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Typeform Submitted to Create Salesforce Opportunity to Send Sendgrid Transactional Email

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Salesforce Field Changed to Send Sendgrid Transactional Email

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Typeform Submitted to Send Sendgrid Transactional Email

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Person Field Match to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Add to List

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Subscribed to Mailchimp audience to Send Sendgrid Transactional Email

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Instapage Form Submitted to Create Salesforce Opportunity

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Subscribed to Mailchimp audience to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email

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Salesforce Field Changed to Send Sendgrid Transactional Email to Send Segment Event

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Salesforce Field Changed to Send Sendgrid Transactional Email

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Salesforce Field Changed to Send Sendgrid Transactional Email

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Salesforce Field Changed to Check Salesforce Field to Send Sendgrid Transactional Email

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Salesforce Field Changed to Send Sendgrid Transactional Email to Add Salesforce Task

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Salesforce Field Changed to Send Segment Event to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email

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Delighted NPS Response to Assign Salesforce Lead

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Showing 20 of 393 Marketing Automation ideas using Autopilot's Salesforce and Sendgrid integration.

About Salesforce

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About Sendgrid

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Salesforce integration.

Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce and Sendgrid.