Pipefy + SendGrid Integration

Integrate Pipefy to SendGrid in one click, or tell Integrately AI how you want each card handled. Create and update contacts, trigger automated emails, update card fields, and notify your team instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipefy
    Card is created in Pipefy Instant
  • Pipefy
    Card is moved in Pipefy Instant
  • Pipefy
    Card field is updated in Pipefy Instant
  • Pipefy
    Card is completed in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy Instant
Arrow Right
2.
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy
  • SendGrid
    Create or update contact in SendGrid
  • SendGrid
    Send email in SendGrid

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Ready Workflows Ready Workflows for Pipefy + SendGrid Integration

Capture new workflow cards, create contacts, send targeted emails, update fields, and keep your communication synchronized, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipefy + SendGrid flow

Extend your workflow by syncing new card activities to CRMs, spreadsheets, and messaging channels. Pick a combination and activate it in one click.

Pipefy
SendGrid
+
SalesforceSalesforce (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
P
S
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Create a Salesforce record when a card is created in Pipefy, and update contacts in SendGrid
New Pipefy cards instantly generate Salesforce records and update SendGrid contacts without manual data entry.
P
S
S
When a card field is updated in Pipefy, update the Salesforce record and send an email via SendGrid
Keep Salesforce and SendGrid updated whenever vital details change on your Pipefy cards.
P
S
S
When a card is completed in Pipefy, update Salesforce and trigger a follow-up email in SendGrid
Trigger automated follow-ups and close loops in Salesforce the moment a Pipefy card is marked complete.

Supported triggers and actions for Pipefy and SendGrid

Mix and match to build the exact automation you need

Pipefy
Pipefy Triggers & Actions
Instant
Card is created in Pipefy
Triggers the automation when a card is archived
Try it →
Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
Try it →
Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
Try it →
Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
Try it →
Instant
Card gets late in Pipefy
Triggers the automation when a card gets late
Try it →
Instant
Card is expired in Pipefy
Triggers the automation when a card expires
Try it →
Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
Try it →
Update card field in Pipefy
Updates fields on a card with new information
Try it →
Create card in Pipefy
Generates a new card for a task
Try it →
Search card in Pipefy
Searches for a card
Try it →
SendGrid
SendGrid Triggers & Actions
No trigger is available
Create or update contact in SendGrid
Creates or updates a contact
Try it →
Send email in SendGrid
Sends an email to a recipient
Try it →

What can you automate with Pipefy + SendGrid?

Streamline your operational workflows and email marketing campaigns by connecting Pipefy events directly to SendGrid actions.

What you can automate?
🚀
Sync new workflow cards into email contacts
Automatically create or update SendGrid contacts the moment a new card is created in Pipefy. Eliminate manual exporting and keep your mailing lists completely synchronized.
📋
Capture every submitted card field
Map all available Pipefy card details into your SendGrid communication templates instead of just basic contact names. Your outreach becomes personalized and relevant.
🔔
Trigger instant email notifications
Send targeted email messages through SendGrid as soon as a card is moved or updated in Pipefy. Keep clients and internal stakeholders informed in real time.
🔀
Route communications based on card fields
Send different email templates or assign specific contact lists depending on the exact field values submitted in your Pipefy workflows.
🔄
Keep records updated as cards change stages
Automatically update contact information and communication preferences in SendGrid whenever a card status or field is modified in Pipefy.
👥
Prevent duplicate contact creation
Use intelligent upsert operations to create or update SendGrid contacts seamlessly. Avoid cluttering your email database with duplicate subscriber entries.
⏱️
Manage overdue operational tasks
Trigger automated warning emails or status updates via SendGrid when a Pipefy card becomes overdue or late. Keep your projects moving forward on schedule.
🔗
Extend your workflow to Slack
Connect Pipefy and SendGrid while alerting your team on Slack the moment a new contact is created or an email campaign is triggered.
And much more...

Who is Pipefy + SendGrid integration for?

Operations managers, marketing teams, and project leads who rely on Pipefy workflows and SendGrid emails can eliminate manual data entry and speed up customer communications.

Operations Managers
Operations Managers
Customer Success Leads
Customer Success Leads
Project Coordinators
Project Coordinators
Marketing Operations Specialists
Marketing Operations Specialists
Sales Development Reps
Sales Development Reps
Data Compliance Officers
Data Compliance Officers
📈
Operations Managers
You're overseeing complex workflow processes in Pipefy but your email lists in SendGrid only update when someone manually exports records, so your target segments are always outdated — automating both apps means every new card record updates your contact lists instantly and your campaigns stay current.
Customer Success Leads
You need to act fast when service requests move through your pipeline, but manual email follow-ups lead to frustrating delays for clients — with this integration, every card movement triggers targeted emails instantly and your communication remains prompt.
📊
Project Coordinators
You answer to stakeholders who want immediate progress updates on every active task, but manual status reporting wastes valuable hours — connecting these apps means project milestones automatically trigger status emails and your reporting runs effortlessly.
🔄
Marketing Operations Specialists
The volume of new submissions coming into your workflows is too high for anyone to keep up by hand, resulting in missed email triggers — automating both apps means every new submission creates contacts and fires targeted messages without manual effort.
👥
Sales Development Reps
You own the outreach step and depend on team members upstream to hand over qualified workflow cards before you can email leads — this integration means completed cards instantly sync new contacts to your mailing list so you can begin outreach right away.
🗂️
Data Compliance Officers
You need a reliable communication history across your operational tools, but manual record-keeping keeps leaving gaps in your audit logs — automating both apps means every interaction is logged correctly and your system records remain complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Pipefy + SendGrid

Build and manage your Pipefy + SendGrid automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Pipefy + SendGrid with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Pipefy to SendGrid?
Frequently Asked Questions
You can connect Pipefy to SendGrid in 1 click using ready templates on Integrately, or use Integrately AI to build your workflow. It supports tools like Salesforce, Slack, HubSpot, and 1,500+ other apps.
Can I automatically create SendGrid contacts when a new card is added in Pipefy?
Frequently Asked Questions
Can I connect Pipefy, SendGrid, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipefy and SendGrid?
Frequently Asked Questions
How does Pipefy handle card fields during contact updates in SendGrid?
Frequently Asked Questions
Can SendGrid trigger updates when a Pipefy card moves stage?
Frequently Asked Questions
Do I need coding skills to automate Pipefy and SendGrid?
Frequently Asked Questions
Is the Pipefy and SendGrid integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Pipefy or SendGrid With 1500+ Other Apps

Pipefy
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SendGrid
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