
Overviews
How it works?
Send transactional emails from app events
Trigger order confirmations, password resets, or account notifications through SendGrid when specific actions occur in your applications, ensuring customers receive timely communications without developer involvement for each new email type.
Add contacts to lists from form submissions
When users complete forms on your website or submit information through other channels, add them to appropriate SendGrid marketing lists with proper segmentation tags, building your email audiences without manual list management.
Send personalized campaigns from CRM data
Pull customer information from your CRM to send highly personalized email campaigns through SendGrid, including names, purchase history, or custom fields, creating relevant communications that drive engagement and conversions.
Track email engagement in analytics
Send SendGrid engagement data like opens, clicks, and bounces to your analytics platforms or databases, enabling comprehensive email performance analysis alongside other marketing metrics without manual data export.
Update contact preferences across systems
When recipients update their email preferences or unsubscribe in SendGrid, sync those changes to your CRM and other systems, ensuring you respect customer communication preferences consistently across all platforms.
Schedule emails based on time zones
Send email campaigns at optimal times for each recipient's time zone by pulling location data from your customer database and scheduling SendGrid emails accordingly, improving open rates without manual campaign scheduling.
Create drip campaigns from user actions
Enroll users in automated email sequences when they take specific actions like signing up, making purchases, or abandoning carts, nurturing leads and customers through strategic communications without manual campaign management.
Generate email reports for stakeholders
Compile SendGrid campaign performance data into formatted reports and distribute them to marketing teams through Slack, email, or document systems on regular schedules, keeping everyone informed without manual reporting work.

Configure
Build
Welcome email automation
Create a workflow that triggers when new users are added to your application, sends a personalized welcome email through SendGrid using dynamic templates, adds them to appropriate marketing lists, and notifies your customer success team. Deliver consistent onboarding experiences at scale.
Abandoned cart recovery system
Build an e-commerce workflow that detects abandoned shopping carts, waits a specified time, sends recovery emails through SendGrid with cart contents and discount codes, and tracks which emails lead to completed purchases. Recover lost revenue automatically.
Multi-touch campaign workflow
Design a sophisticated marketing workflow that segments contacts based on CRM data, sends a series of targeted emails through SendGrid over several weeks, adjusts messaging based on engagement patterns, and updates lead scores in your CRM. Run complex nurture campaigns without manual coordination.
“You can’t do this anywhere else.”



















































Your stack,
connected.

