Salesforce + SendGrid Integration

Integrate Salesforce to SendGrid in one click, or tell Integrately AI how you want each contact handled. Capture leads, trigger branded email campaigns, update your CRM records, and follow up instantly.

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1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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Ready Workflows Ready Workflows for Salesforce + SendGrid Integration

Capture leads, send branded emails, update contact lists, track email engagement, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + SendGrid Integration

Send SendGrid email for new Salesforce record

Automatically sending a SendGrid email whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - SendGrid integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a SendGrid email for every new Salesforce record is an essential way to stay on top of your work.
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Activate
Salesforce + SendGrid Integration

Send SendGrid email for new Salesforce task

With this Salesforce - SendGrid integration, whenever a new task is created in Salesforce, email will be sent via SendGrid. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Activate
Salesforce + SendGrid Integration

Send SendGrid email for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, you'll want to communicate with your team to make sure everyone is on the same page. Sending SendGrid email ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesforce - SendGrid integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Connect more apps to your Salesforce + SendGrid flow

Handle lead capture, notify your team, update customer records, and trigger follow-up actions across your entire tech stack. Pick a combination and activate it in one click.

Salesforce
SendGrid
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HubspotHubspot (4)
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SlackSlack (3)
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GmailGmail (3)
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CalendlyCalendly (3)
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StripeStripe (3)
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ZoomZoom (3)
S
S
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Add every new Salesforce contact to SendGrid, and create a matching contact in HubSpot.
New Salesforce contacts appear in SendGrid and HubSpot instantly, removing manual data entry and keeping your marketing lists current.
S
S
H
When a Salesforce lead is updated, update SendGrid and create a deal in HubSpot.
Updated Salesforce leads trigger contact updates in SendGrid and create new pipeline deals in HubSpot without manual work.
S
S
H
If a Salesforce opportunity is created, send a welcome email via SendGrid and create a HubSpot task.
New Salesforce opportunities instantly trigger a SendGrid email and open a follow-up task in HubSpot for your team.
S
S
H
Use Claude to analyse new Salesforce leads, update SendGrid, and create a qualified HubSpot contact.
Claude evaluates new Salesforce leads before SendGrid updates are sent and a qualified contact is created in HubSpot.

Supported triggers and actions for Salesforce and SendGrid

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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SendGrid
SendGrid Triggers & Actions
No trigger is available
Create or update contact in SendGrid
Creates or updates a contact
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Send email in SendGrid
Sends an email to a recipient
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What can you automate with Salesforce + SendGrid?

Streamline your customer data management and branded email workflows with powerful, ready-made automations.

What you can automate?
🎯
Sync new Salesforce contacts to SendGrid automatically
Every time a contact is created in Salesforce, SendGrid automatically updates your subscriber lists. Eliminate manual exports and ensure your marketing emails reach the right audience.
📝
Capture every submitted lead field instantly
Map complete Salesforce lead details directly into SendGrid contact properties instead of just basic names. Your email templates become more personalized and effective.
🔔
Alert your team when opportunities change
Trigger instant notifications and branded follow-up emails whenever a Salesforce opportunity is updated or won. Keep your sales and marketing teams perfectly aligned.
🔀
Route emails based on lead criteria
Send tailored welcome sequences through SendGrid depending on the specific tier or industry submitted in your Salesforce lead records.
🔄
Keep contact records continuously updated
Ensure any updates made to customer records in Salesforce reflect immediately in your SendGrid database without manual intervention.
➕
Add or update contacts without creating duplicates
Automatically check existing subscriber lists in SendGrid before creating new entries from Salesforce updates, keeping your database clean.
💳
Handle later status changes and renewals
Trigger specific SendGrid notification emails when Salesforce accounts or subscription statuses transition to renewal or cancellation.
🔌
Extend your workflow with Slack notifications
Connect your core Salesforce and SendGrid automation to Slack so your team receives instant updates whenever critical customer milestones occur.
And much more...

Who is Salesforce + SendGrid integration for?

Connect Salesforce and SendGrid to eliminate manual data entry, streamline customer communications, and keep your revenue pipeline fully synchronized across teams.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Customer Success Leads
Customer Success Leads
Growth Marketers
Growth Marketers
Support Supervisors
Support Supervisors
CRM Administrators
CRM Administrators
📈
Sales Operations Managers
You're updating contact lists in SendGrid whenever records change in Salesforce, but manual exports cause outdated email segments and delayed campaigns — with this integration, every new contact syncs instantly and your email marketing lists stay current.
⚡
Account Executives
You need to send proposal emails immediately after a Salesforce quote is generated, but waiting for manual triggers causes missed follow-ups and lost momentum — this integration means every quote triggers an instant SendGrid email so you never miss a beat.
🤝
Customer Success Leads
You report on client account milestones by checking disparate systems, but missing data leaves your stakeholders in the dark about onboarding status — automating both apps means your customer records update automatically and reporting is always accurate.
📊
Growth Marketers
The volume of new leads entering Salesforce is too high for your team to manually add to SendGrid email campaigns, leaving valuable prospects stranded — connecting these apps means every lead is captured and nurtured right away.
🔄
Support Supervisors
You own the customer retention process and depend on sales reps to hand over account details into SendGrid, but manual handovers create frustrating gaps — this integration means every account change flows seamlessly into your communication pipeline.
📋
CRM Administrators
You need a reliable history of all customer interactions across Salesforce and SendGrid, but manual data transfers keep introducing errors and blank fields — with this integration, your database remains clean, complete, and fully synchronized.
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Why choose Integrately to automate Salesforce + SendGrid

Build and manage your Salesforce + 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 Salesforce + 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
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Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Salesforce to SendGrid?
Frequently Asked Questions
You can connect Salesforce to SendGrid in one click using Integrately. Choose from 20 million+ templates or ask Integrately AI to build your custom workflow combining Salesforce, SendGrid, and tools like Slack or Gmail.
Can I automatically send a SendGrid email when a Salesforce contact is created?
Frequently Asked Questions
Can I connect Salesforce, SendGrid, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and SendGrid?
Frequently Asked Questions
How are contact updates in Salesforce handled in SendGrid?
Frequently Asked Questions
Can I trigger SendGrid emails based on Salesforce opportunity stages?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and SendGrid?
Frequently Asked Questions
Is the Salesforce and SendGrid integration free?
Frequently Asked Questions
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