IntegrationsSendGridupsales
SendGrid + upsales

Connect SendGrid and upsales to Build Intelligent Automations

Choose a Trigger

SendGrid

When this happens...

Choose an Action

upsales

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Enable Integrations or automations with these events of SendGrid and upsales

Enable Integrations or automations with these events of SendGrid and upsales

Actions

Create or Update Contact

Create or Update Contact

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 Recipient to SendGrid

Add Recipient to SendGrid

Add a Recipient to SendGrid List.

Add a Single Recipient to a List

Add a Single Recipient to a List

Adds an existing recipient to a specified SendGrid contact list.

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Frequently Asked Questions

How do I start an integration between SendGrid and upsales?

To start, connect both your SendGrid and upsales accounts to viaSocket. Once connected, you can set up a workflow where an event in SendGrid triggers actions in upsales (or vice versa).

Can we customize how data from SendGrid is recorded in upsales?

Absolutely. You can customize how SendGrid data is recorded in upsales. This includes choosing which data fields go into which fields of upsales, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SendGrid and upsales?

The data sync between SendGrid and upsales typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SendGrid to upsales?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SendGrid and upsales?

Yes, you can set conditional logic to control the flow of data between SendGrid and upsales. 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

About SendGrid

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.

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upsales

About upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

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