
When this happens...
Automatically do this!
Create Company
Create Contact
Create Prospect
Create Activity
Create Sales Project
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new activity is created.
Triggers when a new Prospect is created.
Triggers when a prospect has been disqualified.
Triggers when a prospect is moved to a specific stage.
Triggers when a sales project is archived.
Triggers when a new sales project is created.
Action is the task that follows automatically within your SendGrid integrations.
This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.
Add a Recipient to SendGrid List.
Adds an existing recipient to a specified SendGrid contact list.
Creates a new company
Creates a new contact.
Creates a new prospect.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your SendGrid and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in SendGrid triggers actions in Membrain (or vice versa).
Absolutely. You can customize how SendGrid data is recorded in Membrain. This includes choosing which data fields go into which fields of Membrain, setting up custom formats, and filtering out unwanted information.
The data sync between SendGrid and Membrain typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SendGrid and Membrain. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
SendGrid, a Twilio service, offers cloud-based solutions to facilitate email marketing campaigns, transactional emails, and direct email communication through API, SMTP Relay, and Marketing Campaigns interface.
Learn MoreMembrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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